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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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How to combine multiple rows of data into one row based off of one cell value.
Hello Smartsheet's community! I am back with another question. I have a database that holds the tracking of employee trainings. The training structure is in tiers and after each completed tier they fill out a form. The raw data from this forms looks like this: Depending on an employee's level they will have a differing…
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Contact not populating correctly in automated workflow?
This is a cosmetic issue only, but it’s important to the person being singled out. I have a list of supervisors who get assigned when incidents are submitted. There’s an automated workflow that assigns the supervisor based on certain criteria. The assignment column has all the contacts with names and email addresses.…
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Merged: Advanced Capabilities for Notifications/Automated E-mails
This discussion has been merged.
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Change Terminal Automation Actions to Non-Terminal
I suggest changing terminal actions such as the "Record a date" and "Change cell value" actions to non-terminal actions. There are many times when I would like to record a date or change a cell value before the next action in the automation occurs. Having separate automations for these actions and ensure the proper order…
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Date Formula
Hello! I have created a sheet, that based on the month, a workflow will be triggered to send an email out on a certain date. For example, if the month is August, Sept or October, an email be triggered to be sent on 12/15/23. If Nov, Dec or January is checked, then the email will be triggered to be sent on 3/15/23.…
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Dates to populate values in associated cells
I'm working on a training sheet where every year you work its worth a certain amount of points. What I would like to achieve is after the date (1) is repeated annually, the "Years Served" (2) column adds +1. As this is done the "Year" column (3) is updated to a certain value of points based off of "Years Served" I believe…
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Setting up notifications when one column has all rows checked.
Hello, We are trying to setup a notification to a person in our company through Automation. We want ALL boxes to be checked on all rows for different topics before the notification is set. See screenshot. We would want all "Processes" to be checkmarked for Month 1/2/3 in order for one email to go to a Manager stating- it's…
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Bridge - SharePoint Integration Error: When field from the source sheet is blank
Hello, I have created a bridge integration which pushes various fields housed in a Smartsheet to a SharePoint list. I have successfully done this on multiple format types, including text, numbers, checkboxes, etc. I have incorporated errors in my Bridge workflow when pushing various Smartsheet columns that are blank. The…
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Automation: change cell value to a date when triggered
Hello, I was wondering if it is possible to approach it differently since 'change cell value' to a date is not possible, it is only possible with columns: text/number, dropdown and checkbox in my case. I wanted to have an automation when a person which could be one of two following: contractor or permanent and I want it to…
