Automations
Discussion List
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More than 2 actions following an approvalIn Using SmartsheetIs it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be…
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Copied Dates Not Triggering Automations?In Using SmartsheetHey there: I'm having some problems with automations: I often have a batch of rows that share a trigger date. If I manually enter a date for the first row, and then copy and paste it into the subsequent fields, the automation is ONLY trigg…
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How would you set up a notification when a call has a certain amount or above ?In Using SmartsheetI'd like to receive a notification when a cell has reached any amount above 50 000$. I can set a notification when a cell has reached a specific amount, but I need any amount above 50 000$.
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?In Apps, Integrations, and Add OnsWe want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we…
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Automate Flagging at risk task based on approaching due dateIn Formulas and FunctionsHi Community, I am looking to automate flagging a task if it comes within two weeks of one of its two due dates (each task has a recommendation date and approval date) and its currently not complete (of which there are two opportunities fo…Answered - Pending Review 13 views 5 comments 0 points Most recent by Paul Newcome Formulas and Functions
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Copy Row using Automantion via a Trigger cause TWO rows to be createdIn Using SmartsheetSHEET A: Trigger: When rows are added or changed AND when "assigned to" changes to any value Action: copy a row SHEET B EXAMPLE/ISSUE: Sheet A Row 1 is "assigned to" Joe This row is then copied to the Sheet B YEA! howe…
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Include child rows in approval requestIn Using SmartsheetHi all, I'm hoping that you can help me find an easy solution to an issue I'm facing. I publish two monthly newsletters (External and Internal editions in the screenshot below) and the first step of my prep work is to have my manager appr…
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Auto-populate a form field with the result of a formula in the sheet.In Formulas and FunctionsI have my sheet set up so that when I click the generated URL, certain fields of the form that the URL leads to are auto-populated with values from the same row. My issue is that it seems like I can only auto-populate manually entered valu…Answered - Pending Review 31 views 4 comments 0 points Most recent by Shane Brown Formulas and Functions
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Datamesh Immediate Timing/Contact Email AddressIn Using SmartsheetHi, Any suggestions to increase speed of "Immediate" in Datamesh? Today, immediate seems to be at least 4 minutes. What can I do to speed this up? Datamesh source and target are the same sheet. (Pick 1st Match, Copy Data Over,…
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Multiple Results FormulaIn Formulas and FunctionsHello! everyone I was wondering if someone could help me with a formula We have an audit schedule based on 5 years and I currently have the "Count" essentially telling me how many times a topic was audited in the past 5 years. Wh…
