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Automation Run Options - Add Workday and monthly as an option
Problem Statement Current automation workflows run based on calendar frequency only, without considering working days. For reminder-based workflows, this creates unnecessary noise. When notifications run over weekends, users return on Monday having received multiple duplicate reminders, which leads to: Perceived spam and…
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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When updating any setting for recurring email or update requests prevent "This date and time must be in the future error" for start date
It would be nice to not have Smartsheet do a full validation check on all fields for existing scheduled recurring emails or update requests. It is nice to have the historical value of the original start date for the recurring task, and an annoyance to have to change the start date to next day when just updating the end…
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Automation not triggering
Hello Community, I am having issues with an automation not firing, not sure what is tripping it up: Also I am unsure if I should see the Update Request icon highlighted in the left margin, when this fires? Of course if I manually click to send an Update Request, it does highlight, but I am trying to set this up so that it…
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Automatically Setting a Future Date Based on Criteria
Is there a way in Smartsheet to automatically default a date column to 30 days in the future based on certain criteria? For example, if Column A has a value but Column B is left blank, can Column B be set to automatically populate with a date 30 days from today? I tried creating an automation where the trigger is when…
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ワークスペース招待時のメッセージ重複について
ワークスペースにユーザーを招待した際、Smartsheetから招待メールが通知されるかと思います。 その際、通知されるメッセージ内容が重複して表示される事象が発生しています。 同様の事象について原因や解決方法をご存知の方がいらっしゃいましたら、ご教示いただけますと幸いです。 具体的には、以下のような内容のメールが送信されています。 ※一部伏せています 次のワークスペースに招待されました: 〇〇株式会社｜デモ環境 〇〇（ユーザー名）さんがワークスペースを共有しました 〇〇株式会社｜デモ環境 お世話になっております。 〇〇です。 打ち合わせ時にご紹介したプロジェクト管理用のデモ環境を共有いたします。…
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Automation won’t stamp “Last Changed” date when Status is formula + linked cells
Hello! I’m trying to timestamp when the value changes in a Status column I've created, but the Status column is formula-driven and its inputs are linked cells / cross-sheet references from multiple source sheets. In my Master sheet, the Status column is a formula. The fields that drive that formula are not manually edited…
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Need to find the whether the task done on time or not with DATE + TIME Functions
3 Teams handle this Deadline, 1 day each. Total Deadline 3 Days. Each day 24 hrs deadline. Ex: Received Date/Time 06/08/26 7 PM to Due Date/ Time 06/11/26 7 PM. ( 7 PM is not fixed irrespective of time, but we need 3 working days as deadline not 7 days - Mon to Fri) 1 Scenario: Team 1 If Received Date/Time has text value…
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Splitting multiple form answers
I've seen a few workarounds for this, that usually require another party or app. I've also seen "basic" formulas using INDEX, for this, but as someone who is VERY new to Smartsheet, I'm hoping for some additional guidance. I created a form, essentially for class registration. Sometimes people sign up for 1 class, sometimes…
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Using Forms to trigger the creation of a new Sheet
It would be valuable if Smartsheet Forms could trigger the creation of a new sheet from a predefined template or configurable sheet structure. Use case: standardising project plans In an enterprise environment, we often need to capture mandatory project setup information through a form before work begins. This ensures…