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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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How to build a row amortization formula
I have the following fields in smartsheet: Value: 10,000 Remaining Periods: 20 Amortization per Period: 500 I am able to create a row amortization in excel with a formula based on the "Column name", but unsure how to do this in smartsheet since I can't reference column name. Is there a way I can easily recreate this? (see…
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How do I create an automation that ignores certain calendar days?
I created an automation in which I inserted 3 columns with dates in this way: Column 1: date A Column 2: date A +3 days Column 3: date A +5 days The problem: I would like the automation to ignore weekends and public holidays (of the Italian calendar). But I don't know how to do it, does anyone have a solution? 😊
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Automation and Scheduled Emails - Only on the hour?
The current default design in Smartsheet is that automated workflows and scheduled email notifications can only be sent on the hour...Let's say you have a weekly 8am meeting, but you want to send an automatic weekly email before the meeting at 7:45...well right now there is no option to do this. You can send it at 7am or…
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Workflow for After Hours Tickets
Hi all, I currently manage our support tickets smartsheet and live on east coast. I have a team member who lives on West Coast and I want to create a workflow to have any tickets submitted between the hours of 5pm EST and 8PM EST sent to him with a notification. Currently, I am capturing the date/time ticket is submitted…
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Needing Two Timestamps in One Smartsheet
Hello, Can someone please assist with having two timestamps? I need to have our "Timestamp" in the first column when the customer submits a quote request, and another timestamp in "Arista Timestamp" (with date and time) of when "Quote Request Sent To WWT?" changes to "Yes". Right now my workaround is to have it record a…
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Is it possible to edit an automation without removing all the subsequent actions?
Hello, I am trying to change one part of my automation for request an approval to requesting an update. Unfortunately, this part of the automation is towards the beginning and it seems the only way to edit the automation would be to erase and redo everything. Is there a way to make an edit with out clearing the rest of the…
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Auto-sort using API
I understand that as of now it is not possible to auto-sort columns in Smartsheet. But is there an API code that can be used to sort columns alphabetically?
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Consolidation of Attachments from Multiple Sheet?
I have multiple sheet where data is coming through forms and each form has attachment option as well. My goal is to consolidate information into Master Sheet. I have successfully consolidated the information into Master Sheet but having problem with the consolidation of attachment. HOW CAN I CONSOLIDATE ALL ATTACHMENTS…
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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…