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Using Automations for Filtering a Daily Refreshed Sheet from External Doc
I am trying to filter a large sheet that will need to be updated Daily or Weekly from a company-wide Excel Sheet. I have already uploaded a copy on a regular basis that changes when rows are added but need Smartsheet to filter the data using several criteria from different columns so that I don't need to do it manually…
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
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If Approved Path On Request Approval Issue
Hi Everyone, I'm having a heck of a time getting this automation to fire right..it requests the approval fine, but it won't do anything past "If Approved". I've even tried shifting the approval alert to it's own workflow with no luck. That one would say that it fired, but no notification came through..this is in a test…
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Inventory Tracker
Hi - I am looking to build an inventory smartsheet, but am having difficulty setting it up. I am not a guru... We want to input all of our inventory by barcodes (auto populating and grouping same-type products) into our main warehouse. From there, we want to scan those barcodes and deduct x amount of inventory to our…
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Automation email row limit issue
We are using Smartsheet for a sign up process with forms and automations. However, automation emails seem to have a limit of 20 rows per email. We need assistance in finding a way to increase this limit or explore alternative solutions.
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Getting the Triggered by at least 5 other workflows but nothing is daisy chained
Hello, I'm seeing this error for the first time as I expand some capability in an existing workflow. Here's how this section with the error works. Scenario: a user puts in a request on the form with a check box indicating they will later upload the required file attachment. Automation sends a request for Approval with…
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Automation disregards conditional logic and copies every row
Greetings Smartsheet Wizards… I have created an automation that is supposed to only copy rows if a particular column is blank. The conditional block is set to "where column name is blank". However, the automation copies every row in the sheet, even the rows that contain text. Does the is blank condition not work correctly…
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Automation to add links in a column in origin sheet from destination sheet.
Hi, I set up an automation to copy a row from someone's intake sheet when they assigned it to my team into my intake sheet. We did this so we didn't miss any of the metadata they are capturing. Can I set up an automation that copies a column that has "DAM Link(s)" from my intake sheet back into the original intake sheet…
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How to automate data involving dates and sum totals
I have been researching this topic for some time now and have been having trouble finding an answer - hoping the Smartsheet hivemind can help! OBJECTIVE: To obtain a sum total of data submitted via a Smartsheet form, based on submission date. CONTEXT: I work for a transportation company, and we use a Smartsheet form to…