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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Merged: Need ability to clone and export/import Document Builder PDF template mappings
This discussion has been merged.
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Return blank when count total is zero
Can you give me a variation of this formula that delivers a blank if total counted is 0? I want to use it in forward months so I don't have to update the metrics sheet monthly, if possible. Thanks, Lisa I tried the IFERROR and IF(COUNTIFS( I could find but most deliver Incorrect Argument. =COUNTIFS({4Q2025 FPG thru Oct…
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Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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% of check boxes
I am trying to make the row 20 box thats selected to display a % of the check boxes in rows 2-19 that are selected. I have tried a couple formulas none work. =COUNTIF([Complete]2:[Complete]19, 1) / COUNT([Complete]2:[Complete]19) =COUNTIF([Complete]2:[Complete]19, "true") / COUNT([Complete]2:[Complete]19)
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How Can I Set Up Hourly Archiving Without Breaking Datamesh?
Hi there, I need help setting up an hourly automation for our Department Calendar sheet. Here’s the situation: This sheet is connected to the Master Events sheet via Datamesh. When an entry is cancelled, Datamesh needs to trigger on the master sheet before the entry is archived from this sheet. If the entry is archived…
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Adding a secondary sheet into the equation
HI! I have the below formula which is pulling info from a sheet and giving me a percentage based on the p/f in a column. I have a third sheet that is the same info as the p/f sheet this is based on (technically the archive of this one) that i would like to add in as included in the percentage. So basically my formula needs…
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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Request an Update weekly automation only worked once and I can't figure out why
I have an automated workflow set up to run weekly and request an update when the project is in certain statuses. The automation only ran once and now it's not working even though I have it set up to run weekly. I need help troubleshooting why this isn't working.