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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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Copying a row when the row contains certain values but is not a set value.
I have a column that is called Task Name but there are all sorts of titles. I am looking to copy a row to another sheet if it contains, for example, N01-20 or N19-20. Because they are project titles, the Nxx-xx can be any combinations of numbers, but it will start with an N and be followed by the "two digit number-two…
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
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Automating Monthly Generation of Multiple Reports
Hello Smartsheeters! I have 14 reports that pull data from a master sheet that we need to report to an Important Entity each month. I'm hoping I can get out of the routine I have now, which is to save the batch of the prior month's reports as new and manually update the date parameters and the title for all 14 reports. For…
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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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Can logic be added to a sheet?
My boss wants to create a sheet that includes 4 different profile forms. I'm curious if this is even possible. Basically, we have 4 different excel docs that are profile forms, we want to try to combine these forms on a grid in Smartsheets but we want the fields to auto populate depending on which profile form is selected.…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Row automation - add to top of sheet
Add an option when using automation to move/copy a row to add the row to the top of the sheet.
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Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
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Setting automations based on time in a cell
Automations can be set to run on a date found in a cell. Automations are able to be set to run at a particular time. Is there a way to have the automation look at the time in a cell just like with dates? This is so important as certain alerts are not only date sensitive but also time-sensitive.