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Metric Sheet Automation
Hello there, Thanks in advance for the help. I have a lot of data sheets that I want to summarize in one metric sheet. The data will be grouped based on the "assigned to" column. Right now, if I add a new line to one of these sheets, I have to go into the metric sheet to manually add in a row under that appropriate…
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Limitations of Copying Rows
I have a sheet for each project my company works for. I am an admin on all of these sheets. We want to create an automation that copies the line to a separate sheet when a checkbox is checked. The idea being that the line in each sheet is copied to this separate sheet when a Project Manager directs someone to work on that…
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Conditions for sending reminders about update requests
I have a use case where we have a roster of people (~300) and every six months we send them an update request to review and update their information as needed. I have an automation set up to send reminders to complete the update request but am having a hard time finding suitable conditions to filter out people who have…
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Counting and Dividing Certain Cells
I want to divide the number of requests that were completed on time by the total amount of requests submitted that month. I'm referencing another sheet in my formula. The following is giving me "UNPARSEABLE" =IF({On Time?} = "Yes", {Submitted Date}, YEAR(@cell) = 2023, {Submitted Date}, MONTH(@cell) = 1) / ({Submitted…
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Check Multiple Conditions Until a Trigger is Found
I'm trying to set up multiple conditions to copy a row over once if one of those conditions is met. I have set up multiple workflows, but it's copying the row over for each condition that is met. What I'm trying to achieve: If condition A is met, copy the row over. If condition A is not met, but condition B is, copy the…
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Can you stop automations from running on completed projects?
We have been getting hammered by an automation that runs automatically for all jobs that have been completed in the past month or older. Is there a way to stop these automations via global updates? We have a separate sheet for every project and the automations are getting triggered from those. I don't want to go in and…
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How Can I update certain cells in a another sheet when a row is added to original submission sheet?
Hi, I'm new to Smartsheet I have two sheets. The first sheet holds information submitted via a form The second sheet holds similar information but its data is used for a dashboard ( Usually, an employee will submit a form and a new row will be added to the submission sheet (first sheet). I will take certain data points…
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Automated workflow not working for all users
I have set up an automated workflow to alert individual team members of their assigned tasks. There seems to be a problem with some users not receiving the notification when I set up the assigned task. These users do receive emails when a comment is directed to them. This problem seems to be independent if you have a…
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Inventory Management (relationship workaround)
Hi, I haven't actually started this in Smartsheet because I don't know where to start. I have an inventory list (excel) that itemizes on multiple rows against one PO#. Like this: Line 1. PO# 12345 Item: Desk Qty 5 Line 2. PO# 12345 Item: Table Qty 4 Line 3. PO# 55555 Item: Chair Qty 3 I am trying to see how I can get that…
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Re-occuring "Row" event reminder
Allow a row reminder to be set to repeat, I.e., every 3rd Thursday, every Sept 1st, etc.… over a more extended period vs. one at a time and having to recreate it. The current process is a more involved task of creating a workflow and setting conditions for EVERY row that needs a reoccurrence.