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Automation of Update Requests
My team each has a sheet on which they need to ask faculty preferences. I have built out an automation to send the request. When it sends, it sends the request for all the rows, not just select ones. However, testing the automation allows me to select which rows I want to send. How do I build this into the automation?
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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
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How to integrate/sync several sheets into one?
I have a team that is working on several projects. Each team member has a sheet that lists their tasks. How can I link/sync each member's in-progress tasks to show up in a separate sheet? I'd also like to be able to modify and add tasks in the master sheet so that the changes and additions can appear in the assignee's…
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No editable fields in Automated Workflow email
Hi, i have two workflows created (update requests) and only one of them is showing the fields as editable when the email link is opened.. but both are exactly the same, only asking for different fields to update. One column is a dropdown, the other free text... The selected fields are not locked or containing formulas or…
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Automation at the workspace level (Link sheets to workspace automation)
I would like a way to setup one automation that is used on all sheets within a workspace. All of the sheets in the workspace are the same and are used to track information for different employees. Currently I need to change the approval process to remove one group. That group will now receive a notification only. In order…
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Add 'subscribers' to automations to receive "A workflow has become invalid" emails
Hello! We've been trying to dig around to see how to do this but the results seem to reference a menu we don't see. Is there a way to add emails (we are hoping to add a distro) to the automations alerts that get sent when something is unable to work? We tried duplicating the workflow to see if we could then add the email,…
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Automation for entire workspace?
Is there a way to setup one automation that is used on all sheets within a workspace? I would like to be able to edit one automation instead of editing the same automation on 30 separate sheets that are in the same workspace. The sheets have the same columns. When the completed checkbox is checked, the approval automation…
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Using automation to update a date field
I know you can use the record a date automation to record the current date in a field, but is there any way to update a date field to a chosen value? We have a date field for the finishing of a task - date finished. If the user selects a Release value from an other drop down column, we want the date finished field to…
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Adding Names from Sheet 1 to Sheet 2 with Counter update and handling duplicates
Good afternoon, I'm trying to achieve the following without success: I have Sheet 1 that as forms are submitted a Names column is filled. I have Sheet 2 with a Names and Counter columns When a new submission occurs, I would like to get that name from Sheet 1 and add it to the Name column in Sheet 2 if it doesn't exist…
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Move Row/Copy Row Automation flowchart
Hi Smartsheet, I'd like to have a high-level Smartsheet view that shows, in a visual, the "Move Row" and "Copy Row" automations from one sheet to another. This would be extremely handy when communicating to management or onboarding new employees to existing Smartsheet processes. Additionally links directly to the sheet on…
