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Best new way to automate notifications in a waterfall
Currently our (several years old) setup for automation depends on a sheet formula and I would rather have the full picture in the automation and I think maybe with updates that have come in where this is possible now. Example: When Task one status is set to done, it updates in a special formula cell on the next line and…
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Archiving Sheets with Different Primary Columns
My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but both columns exist in all sheets. When a request (1 row = 1 request; form intake) is marked completed it moves to its…
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Data missing when moving rows?
Hi there, Has anyone noticed an issue with data missing when moving a row from one sheet to another? I have an automation that moves older rows in one sheet to an archive sheet once a month. However, it appears that data in at least one of the columns is missing. Any ideas what might cause this? Thanks! Jackie
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Updating cells to Formulas
I have a sheet that we track miles for vehicles for services so 1 column is for a A the next B service. those columns set of formatting against currant mileage and let the mechanic know if a service is due. the issue we have is the A is every 18K miles the B is 36K miles. When a B service gets done it resets the A service…
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Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
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Automated Column Increment for Due Date Changes
Tracking how many times a due date has changed in Smartsheet currently requires multiple helper columns, copying rows to another sheet, or a combination of these methods. This process seems overly complex for such an important project management task. A built-in feature to automatically count and display the number of…
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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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Automation action to Record <Current User>
It would be great if we could have a new Automation Action to 'Record the <Current User>'. This would be useful for checklists where we want to capture the User who ticked a checkbox column, as well as the date on which it was ticked. Currently, we can only use the 'Record a Date' automation action for the latter part of…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
