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Webinar Recording available: Drive action with multi-step automated workflows
Missed the webinar? Review the recording in the Learning Center. Learn how to combine multiple automated actions that drive your processes forward. In this webinar, we’ll demonstrate how to: Streamline multi-step approval processes Archive or transition tasks with move and copy row workflows Customize what information is…
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Triggering with system date not possible - why?
Hallo, I added the columns "start date" and "change date" from system. Unfortunately, I recognized that it doesn´t seem possible to trigger an automation process with these dates. f.e. send an email to Agent 14 days after Change date has reached. Any idea?
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What does it mean: Field values equal to cell sizes?
I read the following from the Sheet Summary Page https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary, but couldn't understand the statement highlighted in bold: Sheet Summary supports the following: Up to 200 fields (does not count against sheet columns) Field Names up to 50 characters Field…
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Removing Strike Throughs
I received a template to review. It has strike throughs throughout the template. How can I remove these? Thanks
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Best practises for alerting contacts not shared to one sheet
Hi all , AS a project manager , I want to share information to stakeholders which are not necessarily predefined in my contact list or not set as preferred contact in the contact list column . I have set the restrictions level to "unrestricted" so that I can add any contact to the distribution list for a certain type of…
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Alert not sent to email
Hi, I have set up a very basic alert workflow which doesn't seem to send an email to one specific recipient. The workflows is: when a row is added, notify 3 people (two are @company, one is @gmail.com). However, only two of them receive a message. The alert isn't sent to one of the two @company recipients. The automation…
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Date vs. System Date Column
If a sheet has a system generated date column and multiple date columns, do those date columns mess with the generated columns? Because I created workflows to move rows to another sheet when a status in the status column is reached. However, if there is a date in one of the date columns it changes the System date column…
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[% Complete] interaction with [Actual Finish Date]
Hi all, We would like [Actual Finish Date] be set to the date that [% Compete] is set to 100% I thought this would be straight forward: [Actual Finish Date] =IF([% Complete] = 1, [Last Entry Date], "") <[Last Entry Date] is a “Auto-Number/System” column type with the value Modified(Date).> Problem is [Last Entry Date] is…
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Automated Message Activity & Ownership
I have several questions: Is there an activity log that shows the automated messages that are actually sent from Smartsheet? I transferred ownership of a sheet to fully licensed user, but my name (as former owner) still appears on all the notifications. How do we change this?
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I want only certain parent rows and their children in my report. How can I accomplish this?
I have an Action Item Registry grid sheet with multiple projects. Each project is a parent with several children categories. I am creating a report at the project level and want to pull information from the Action Item Registry, but only for the specific project. How can I filter a parent row and all of its children, while…