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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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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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Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
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Copy Rows Action Not Working - Due to Permissions?
I have a Mastersheet who’s automation sends the entered information into a separate automation sheet, based on what's added into 1 specific column. The Mastershee’s automation is not working any longer. Upon checking my permission in all associated sheets, I’m either Owner or Admin. Per website, I should have no problem…
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Copy Row automation brings original sheet 'Created date' instead of showing date it was moved
Please help, I have a helper sheet that I am using to capture time stamps of when a row goes to different statuses (ex: capture time stamp when request status changes from: In Review, Pending Response, and Completed). To do that I set up a copy row automation that triggers when those statuses change. Then it copies the row…
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Status Rollup to Parent Formula
Hi, I have this formula that works when automating parent/child tasks in a project plan. =IF(COUNT(CHILDREN(formula@row)) > 0, IF(COUNTIF(CHILDREN(formula@row), "Complete") = COUNT(CHILDREN(formula@row)), "Complete", IF(COUNTIF(CHILDREN(formula@row), "Not Started") = COUNT(CHILDREN(formula@row)), "Not Started", "In…
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Able to set Automation to Half hour intervals
In my specific use case. IT would be nice to be able to set automation to half hours ex. 7:30am. Instead of only to hours. I have several automations where I have to manually trigger them to ensure they trigger on time. How ever I also can not set them to trigger to an hour prior otherwise they will miss some data.
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Why is my Smartsheet Automation forms not sending out emails?
Hi there Hoping someone can help me with my Automation forms I am trying to send out to my team for a weekly report I need them to fill out. This is what i have set up below and for some reason whatever I try the notification or emails just aren't sending out to my team and im not sure how to make this work. Please advise.…
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Merged: Subject: UI/UX Improvement Suggestion for Automation Flows
This discussion has been merged.
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
