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Automation in Control Center Global Updates
Hello Smartsheet Developer, I have a sheet with an automation that copies rows to an archive sheet, which is part of the project blueprint assets. However, after provisioning a project, the automation copies rows to the base template instead of the provisioned archive sheet. This requires manually updating the automation…
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Automation Workflow Message Formatting
We use the Automation Workflow to send out shift confirmations for faculty and residents at our University Hospital. Included in this automation is a message containing details pertinent to their shifts. However, there isn't really a way to format the information and it comes out as a super long paragraph that has been…
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Latest Comment Copies Wrong Time
I have two columns that I have users enter data, formula combines it with the current modified date and time, then automations copy those rows to another sheet, so the history is preserved with the time. I then use the JOIN/COLLECT trick in new columns on the original sheet to show a log of that data change over time. One…
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DocuSign Integration - Assigned Roles not able to be filled out
When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) that are labeled towards those areas. One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or…
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Sheet automation loop
I am looking to understand how to break a loop so I can fix something. We are trying to remove columns from a sheet, but the automations keep replacing them on connected sheets before we can get them deleted on the other side. Is there a way to export a configuration so we can see all of the connected sheets? Also, how can…
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Help With Automation
I'm trying to create an automation (alert someone) when a specific cell in my sheet is greater than or equal to $1,500. Right now, when I try to create an automation, my only available triggers are: When a date is reached When rows are added or changed When rows are changed When rows are added I need a trigger for "When a…
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Automation workflows - in order of operation.
would like to have one workflow that has conditions where once that trigger runs, it will automatically trigger the next process.
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Returning same date as selected date in a dropdown column
I have a list of dates that people filling out a form can select from a drop down column. I originally had this set up so that the user would fill in the date within a date column but now I want it with the list of dates rather than making them find the exact date themselves. I had 2 column formulas that took that date…
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Automation of additional line items and events once original event date created
I am trying to create a detailed calendar for my team. I would like it so that when I create an event, depending on the event type, Smartsheet knows to create additional events on certain dates before and after this original event. I would like the rows to be added automatically to the sheet once the original event is…
