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Automations when selecting from contact dropdown
I created an automation to move rows to a specific person when they are selected from a contact drop down. I have more of these to building, with different automations such as copy a row when they are selected from an other drop down. I also need to add a notification when each of these process have run. I attached what I…
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Automation workflow assigning people in a Contact List column - list doesn't match
Hi! Did something change related to contact list columns and assigning contacts in automations? I have used automation workflows before with the "Assign People" action and the "Assign people in [contact list column name] and as far as I can remember, it used to give me a list of the contacts entered into that column (in…
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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
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Automation - Lock and Unlock rows (force TODAY() update)
Hi community I have added in an automation on multiple sheets that should, on the first of the month, lock and then unlock all the rows on the sheet. This is to force all formulas utilising TODAY() to update. On viewing some sheets today I have noticed that many have locked rows. I have manually run the automation and it…
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SmartSheets as Project Tracker-Too many manual steps. There has to be a better way
Buckle up. This one's a longread. TLDR: Skip to steps 5, 8 and 9 on this list. I've been using SmartSheets over the past month or so to replace my project management / status trackers. I like the automations (mostly) and that it seems fairly easy to use. It seems like it has some problems that I find very surprising and…
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Automation: Copy Row to Another Sheet
With automation, I am able to copy rows from one sheet to another based on certain criteria. When this happens, the rows are added to the bottom of the destination sheet. Is it possible to place the rows in a certain place within the document, without manually moving? The goal is to copy 4-5 tasks that need to repeat…
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Can I create a notification that has multiple contacts in one email.
Looking to create an automation notification that creates an email with multiple contacts on the same email. Such as adding contacts to the cc line of the same email. To allow the contacts to contact each other in the same email chain.
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Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
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Dynamic View won't let us choose a drop down item in the details panel
I have a dropdown list of a few statuses that I added to our details panel. It worked yesterday but now isn't. An error populated once that says 'you have invalid changes. Please review and try again' but now that doesn't populate- it just won't save.
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An automation alert if a blank report is uploaded via Data Shuffle
Hi, there are occasions where a source excel file will not have a data within. I'm trying to build an automation to alert myself if this happens: I'm trying to force the notification and its not working. I'm guessing because there is no trigger because the rows themselves haven't changed. Any suggestions please?
