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"Record a Date" Automation to a Cell in a Hidden Column
I have lots of sheets for a reviewing process - each item to review has a new sheet from a template. Each sheet has about 30 rows and a summary sheet. I have an automation that does the following: When "status" cell changes, request an approval. (This is calculated in a summary sheet and written to a cell.) Approval comes…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
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copying rows to RAID log
Howdy, partners - I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log. This is obviously…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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Free Smartsheet Webinar Series by DigitalRadius
I wanted to share an exciting resource that I think a lot of you will find valuable! Our Customer Success team here at DigitalRadius is hosting a Free Smartsheet Webinar Series now through the end of the year, designed to help you unlock the full potential of the Smartsheet platform. It starts tomorrow! Here’s what’s…
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
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Create your own Automation templates
Hello, It would be so helpful if I could create a automation template that I could use across all my sheets. Right now i have to re-create the automation for each of my sheets. I wish i could just copy my automation from my other sheet or create a saved personal template. Thank you, Peter Taylor
