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Can a smartsheet be set up to trigger another smartsheet based on a "yes" answer?
I have a smartsheet that has a list of questions - drop down is Yes or No. If Yes is selected I would like that to trigger another sheet and automatically "send an update request" to the person that selected the originating "yes". Is this possible? Thanks! Marlene
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Is it possible to freeze multiple columns in the same sheet?
I am hoping to freeze multiple columns in the same sheet, but it seems like I can only freeze one column at at time. When I tried to freeze a second column, it cancels the first one. Is there a way to freeze multiple columns? For example, freezing both columns A and J. Thank you.
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Need help with creating report(s) with data from a Survey
Hello, I am still fairly new to Smartsheet and need some help turning around data from a survey I sent out. I have 600+ responses that I used the Request an Update function in Smartsheet to obtain, that I now need to summarize and I have no idea how to start the summary process. The survey is regarding Security Services at…
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"When a Date is Reached" Automation
Hi, I'm trying to set myself yearly and monthly reminders, based on the "When a date is reached" trigger. I would like to have one column called "Frequency" where I can choose either "monthly" or "yearly". I then would have two additional columns one that says "day" and one for "month". For example, if I want to get a…
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Workflow OR conditions
Hello, I am creating a workflow for notification (send out alert to my email address) while I have some questions about setting up the condition. It's a sharing sheet that people need to get into and update some fields. I have Column: Type - indicates the employee is a new hire or being terminated. Column: Date (to be)…
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Can I have an intake form that fills in certain fields in multiple sheets?
I have a sheet of all apparel information and a sheet of all staff information. I want to create a form that pulls the staff information and the piece of apparel they are taken into a separate sheet. I can than pull a report for who got what during a month. My form would have the these fields: Staff number, apparel number
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Change Status if Date Completed is not blank
Our team has a sheet to track all of our tasks - who it's assigned to, when it's due, date it's completed, the status (requested, assigned, complete), etc. We have people updating the "Date Completed" column, but forgetting to update the "Status" column to "Complete" (The "Status" column is a drop down column). Is there a…
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Questions: Sheet Automation with Multiple Due Dates and Departments
Hello, Any advice in how to best approach this needed automation would be welcomed! Goal: Alert colleagues of different departments that plans are due to be reviewed by their respective departments soon. Departments include Engineering, Addressing, Cable, Gas, Electric, W/WW. Alerts would be triggered when the "Reviewed…
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SalesForce connector to Smartsheet Filter records Does Not allow 'OR' only 'AND'?
SalesForce connector only allows for Filtering Operator 'AND' and Not 'OR', why is this case and what is a workaround for a scenario. Type ID: Not Equal to 'ABC' OR Type ID: Not Equal to 'XYZ' ?
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Experience with forms open for a long time
Has anyone had experience with opening a form and capturing information over a long period (8 hrs) before submitting it? We are looking to capture a shift report, the user will open the form at the start of the shift and capture various items over the 8 hr period. At the end of the shift, submit. To be honest I am concern…
