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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Reduce Lag Time for Automation Triggering
The lag time to trigger Smartsheet Automations is extremely variable and often far too long (usually 1-2 minutes, but Smartsheet claims could take up to 15!). This is a frequent complaint from my users and significantly limits the utility of these features. I frequently need to use a copy or move row automation as the…
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Formula columns not updating automatically after data is pulled in via datamesh
We discovered that our formula columns are not updating automatically after data is pulled in via datamesh and they only update if someone goes into the sheet, clicks into some cells, then saves the sheet. Support told me to set up an automation on the sheet that does something like locking then unlocking a specific cell…
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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
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Conditionally Copy "Modified By" value to another row cell
An update to a column called, "FOO", should trigger an event where the contents of "Modified By" are copied to a column called, "BAR". Steps. 1. I change the contents for "FOO" from 'a' to 'b'. 2. "Modified By' changes to my email (the usual automated way) 3. My email is copied over to "BAR" **If a field other than "FOO"…
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Question on graphing data on a dashboard while using a smartsheet form
Hello, I am trying to graph data for production as close to real time as possible. We run a test and then use a form to populate a smartsheet. I have a dashboard pulling from that smartsheet to graph the data. I want the graph to populate based on new data entries, however the graph will only populate based on the data I…
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An Automation is triggering two emails at the same time (This wasn't happening before)
Here, you can see an example of two emails triggered by the same automation but at different times. This was not happening before… It's been almost a year without this issue but last month I started receiving feedback from people using the my smartsheet that this was happening. This is the automation workflow: There's no…
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Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
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Help with setting up automation
Hi! So In the Advanced Formula Handbook, it looks like there's a formula that if implemented correctly, we can match it with an automation to notify someone that once a dependent task is completed, you can notify the assigner of the next task that it's ready to start. Has anyone had any success with doing this? "Your sheet…