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Allow Jira Workflows to be edited by multiple users and transferred
Workflows cannot be updated except by the user that created them. This makes it very difficult to manage them by a team. Also, if the owner leaves the company, the workflow needs to be rebuilt. Workflows should be able to be shared and edited by multiple users and should be able to be transferred when a person leaves a…
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Automations question
I was helping a co-worker convert an Excel file to Smartsheet. One of the things she currently does manually is after entering new rows onto her Master file; she copies (manually) to each of the QMS Entities sheets. Now there are about 20 QMS entities. We looked at the Copy to sheet template automation, but it appears as…
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How to automatically check a parent row when children are checked?
Hi, I have 3 level parent-children rows. I also have a column with a checkbox. Is there a formula or automation that would check the parent row if all children are checked?
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Automation in Preventative Maintenence
Hey all, I'm trying to get it so that I have a recurring input every 4 weeks on the next open row? I'm using a template and I've got a linking column that identifies following the approval that a line is completed to lock and set the date for the row. Is it possible to take the task again move the start and end date by 31…
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Possible to automate numbers per row type?
I am adding a PO system in our smartsheet that holds different types of financial tracking. I want to auto populate new PO numbers, however, only for a row if a different column is marked as "PO Request." Is this possible? Currently the autonumbering feature does all rows. I've tried the following column formula so that if…
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Form auto-sent to inbox with autoreply ticket email. Can that email get back to form submitter?
I created a form that is filled out and submitted by a wide range of internal users that includes their email address. Once submitted the form auto-sends to an IT support inbox in Outlook that immediately sends an autoreply with a ticket number related email. Is there a way to have that autoreply go directly to the email…
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Proposal Project Creation
We are slowly implementing Smartsheet from Trello and have a few questions on how to automate this to make it easier. We use a Form for our Coordinators to fill out information (RFP Name, due date, exceptions due...) so that this can be added automatically to a master list of RFPs for the year. With this, is it possible,…
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Automation based on Sheet Summary
Can I set up an automation based on a field in a sheet summary? What I'm ultimately trying to do is set up a review/approval workflow for an entire spreadsheet. Everything I've tried so far (adding status column to the sheet, using a separate summary sheet to track approvals, etc) has been fairly clunky for our team so I'm…
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Improved search for move/copy row automations
When setting up a move/copy row automations it would be helpful to be able to search through workspaces, rather than having a blank search bar. For templated assets it can be difficult to identify which one to select. Here's an example: A navigator, such as when selecting a source sheet for a report, or setting up a…
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Separate Automations from Safe Sharing
At this time, Safe Sharing also restricts automation emails to only the emails added to the safe list. https://help.smartsheet.com/articles/855284-security-controls-enterprise-only Wishing we could separate this: We have use cases where we do not want to share a sheet with a 3rd party, but we still need to send them…
