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automated Archive
Would love to be able to mark a sheet as "complete" in the sheet summary and then the sheet automatically gets moved to an archive folder or a completed folder.
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How to auto populate approval from one sheet to another?
Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up…
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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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Merged: Able to set Automation to Half hour intervals
This discussion has been merged.
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Dashboard Templates
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
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Archiving Sheets with Different Primary Columns
My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but both columns exist in all sheets. When a request (1 row = 1 request; form intake) is marked completed it moves to its…
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How do I archive a folder using a date.
Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Means close at my company), and has a date of 2024. The issue I'm having is that I am unable to get the Date Closed to work. I…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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Assistance Needed with Date Archiving Automation
Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows. I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving…
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Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…