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Approval Request - Error Message for Contact in Cell
I am trying to set up an approval automation for my Smartsheet for a contact in a cell. When I try and use the contact column I get the error message "please select at least one column that is not a comment or attachment". Also shown in the image attached. There are attachments and comments on most rows, but this hasn't…
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Automation not displaying sheet I'd like to move rows to
I've had this issue before and still continue to have this issue where a sheet that I create (for archive purposes) is not displaying in the automations for me to move rows to. I created this sheet last Friday and it's Monday now, and the sheet is not displaying. Does anyone know why this is? This isn't the first time this…
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Is there a way to see if an Automation was completed?
Hello, I am having trouble with an automation not running. It will run sometimes and other times it will not. I basically have it where if text is entered into cell 1 it will change the status cell to closed, once closed it will send an email to a different person letting them know if the ticket is closed. Currently when…
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
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Issues with "Record a Date" Automation
Hi all, Any idea why this automation isn't recording a date? We have a formula that's designed to return a value of "Reorder" whenever the inventory for that products dips below a certain threshold. The formula is working, but it's not being recognized as a trigger with the attached automation. Any advice would be much…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Generate Document Automations Errors with Modified Column
Hi all, I'm encountering some issues with my generate document automation - The overview is: I have a sheet with a form input (Sheet A) and a main log (Sheet B) - the intent is to have users fill out the Sheet A form with each inspection, and that info is index collected into Sheet B to keep it clean and not have all the…
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Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
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Why can't I use hourly, daily or weekly on this automation?
I'm trying to make a daily notification for the automation below. But it won't allow me. Can someone provide ideas of what I'm doing wrong?
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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…