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Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
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Automation to change a cell value
Hello - I am trying to use an automation to change a cell value. I was originally triggering the change with a cell populated by a formula pointing to a cell with a cell link from another sheet, which I understand won't work. Is there a workaround for this? More detail: I am using smartsheet for headcount tracking in my…
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Smartsheet Automation
Hi, I have an automation that moves rows once a checkbox is checked off. However, on some sheets, even though it is checked off, the row stays on the sheet. I need to uncheck, save, and then check off again. Any solutions for this?
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Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.
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Workflow actions not being triggered by changing linked cell
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
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Can I copy cells to another sheet without creating duplicates?
Hi everyone, I'm looking for some help with automation. STEP 1: I want to copy row data from one sheet ("Sheet A" for simplicity) to another sheet ("Sheet B") when a status column is changed to green. STEP 2: I ALSO want to copy row data from "Sheet A" to "Sheet B" when an attachment is added. By nature, STEP 2 will happen…
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Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Update Request using a Form
I am creating a SmartSheet that we will load specific rows to it. I then would alert the contact of their row via Alert Someone workflow. Then the person would have to update a couple of columns/fields in the Smartsheet. Here is my problem: The Update feature doesn't give you an option (that I know of) of formatting the…
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Conditions and Automation
I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…