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How do I get the Move and/or Copy Automation to work properly?
This automation with work for a short period then stop and show me this error. Of course there is going to be a matching a matching column. How do I avoid it?
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Record a Date when status changes
I have a set list of statuses that I want to keep track of and collect durations. For example, when the status changes to Sent to Lab (Ongoing), I want it to record a date in the Sent to Lab column. I feel like it should be an easy thing to do I just can't get it right.
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Automation to change a cell value
Hello - I am trying to use an automation to change a cell value. I was originally triggering the change with a cell populated by a formula pointing to a cell with a cell link from another sheet, which I understand won't work. Is there a workaround for this? More detail: I am using smartsheet for headcount tracking in my…
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Smartsheet Automation
Hi, I have an automation that moves rows once a checkbox is checked off. However, on some sheets, even though it is checked off, the row stays on the sheet. I need to uncheck, save, and then check off again. Any solutions for this?
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Workflow actions not being triggered by changing linked cell
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
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Can I copy cells to another sheet without creating duplicates?
Hi everyone, I'm looking for some help with automation. STEP 1: I want to copy row data from one sheet ("Sheet A" for simplicity) to another sheet ("Sheet B") when a status column is changed to green. STEP 2: I ALSO want to copy row data from "Sheet A" to "Sheet B" when an attachment is added. By nature, STEP 2 will happen…
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Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Update Request using a Form
I am creating a SmartSheet that we will load specific rows to it. I then would alert the contact of their row via Alert Someone workflow. Then the person would have to update a couple of columns/fields in the Smartsheet. Here is my problem: The Update feature doesn't give you an option (that I know of) of formatting the…
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Conditions and Automation
I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…