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How can I automate the process of giving indented lines a different color?
How can I automate the process of giving indented lines a different color? For example, the top level should be gray, the second light gray, etc. This discussion has been moved into an English category.
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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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Button for Automation Triggers
One deficiency Smartsheet has that could be solved is that out of the box application user experience. I think one way this could be solved is to have buttons that could be added to the sheet similar to excel macro buttons. Instead of a macro the button would fire an automation. I think perhaps a commands window could be…
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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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Allow automations to send a generated document without sending the sheet link.
We send a document to all new users for their future use. It is very confusing for them to get the link to the sheet that they can't access, in much larger text than the link to the document. Please allow another option in automations to include a message and an attachment without a sheet link.
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How to use the condition in request automation?
I am very new to Smartsheet and needing a bit of help. I am trying to set up a request update automation for individual fields as needed. For example I have approximately 32 fields that are autogenerated from a form. I am then trying to send an automation update request for fields that have a text associated in them,…
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Why doesn't automation work when I use "Send from organization" option?
I have set up a workflow to Alert Someone when triggered. When I change the sender option to "Send from organization" I see my organization name. However, when I test it, I no longer receive a message (workflow doesn't run). If I change it back to "Send from Smartsheet automation" and test it again, it works just fine. The…
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Dynamic Formula
Hi! I'm using smartsheets to manage my business's projects and I have an automation that triggers when my PO checkbox is ticked, so that it copies the project over to a separate client sheet. Necessary so that I can keep all of my projects for Client A, B, C etc separate, for some specific calculations I need. (Mainly…
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Merged: Automation/Workflow from sheet summary fields
This discussion has been merged.