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Trigger automation based on a count or multiples of a count
Hello. Im testing out triggering an automation based on a countif, but I cant figure out the logic to apply the automation as the countif increases. For instance. I want the automation to run each time we get 5 submittals via a form for the same category. Right now I'm using a metric sheet and a countif with a mod…
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Formula for quarter based on finish date
I want to create a formula that will auto-populate the Quarter column with Q1, Q2, Q3, or Q4 based on the date entered in the "Finish Date" column. For instance, if the "Finish Date" is 4/15/2021, I want the Quarter to be "Q2".
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Why is my automation to copy rows to other sheet missing data from certain columns?
I have an automation created that, when a row is added to sheet 1, the row is copied to sheet 2. Its working fine except it sometimes misses values from the "First Pay Date" column and the "IC" column and they dont get copied over. They will just be blank on sheet 2. I made sure that under column properties, they are set…
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Embed form in an automated email
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
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Best practice of Automations maintenance
I've been using a sheet for customer support purposes, which is shared with multiple regions and groups. In the course of trial and error, we've created many workflows. As we didn't delete any, there are 13 Active and 14 Inactive workflows. Which is recommended to keep Inactive workflows or delete them? I'd like to know…
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Automation to Resend Form
I have a sheet that requires a stakeholder to complete a form when their name is added to a Reviewer column and a checkbox for "Reviewer Assigned" is checked. I need a way to automate the resending of that form. Either a trigger via a new Resend check box to resend the form (but the automation would need to be viable to…
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Automation messages sent from Organization but reply to sheet owner
Dear Smartsheet experts and friends I developed a long system with several automation interaction messages: alerts, updates, etc.... All our messages were set to go out using our Organization's name. However, some people decide to reply to those messages, instead of following the actions that we ask for. This creates an…
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Enable/Disable automation workflows across multiple sheets
My use case: I attended the PM workshop at ENGAGE where a lot of sheets had Automation workflows set up. I would wake up to about 20 unread emails because of these workflows. The only way to stop the email was to individually disable each workflow in all of the sheets. This feature would also be useful if I am looking to…
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Trigger a workflow based on Sheet Summary Change (Bridge & Sheet Automations)
It would be nice if we were natively able to trigger an automation based on a change in sheet summary. I would like to be able to set this trigger up in Bridge, along with the ability to do this in regular sheet automations as well.
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Can Smartsheet create a new project with the completion of a form?
I couldn't find a good answer amongst the posts already in the community but perhaps I wasn't searching in the right fashion. The way that my team has project intake setup is that once a new form is completed, it feeds the form information in to a sheet which is a pretty standard action. What I'm wanting Smartsheet to do…
