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Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
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I have a single cell I want to auto-add the sum
I have a cell that is for quantity of material used. Say I put in 3000. Tomorrow I want to put 2000, instead of manually adding it together to get 5000, how can I make that cell auto-add to get 5000 and not have to add it manually together.
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Automation for Date and/or Time Change
Hello, I have been struggling with an automation for notifying a group of people about changes in the date/time of appointments. I have doctors submit a form when a new patient consult is created which triggers an email to a group of people. I want an additional notification to go out if they change the date or time of the…
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Automation copy row into the same file
I have a file that primarily receives information from a form. I'd like each time someone inputs a new item, two additional copies of the same line are generated. The first copy should change one value in the column labeled 'BAF' from 'Budget' to 'Actuals,' and the next row should change from 'Budget' to 'Forecast.' I'm…
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Alert/Notification when line item hasn't been added
I am building a sheet in which 6 managers provide updates in the form of line items. Each week our Director reviews this sheet for the latest updates. I am looking to create a notification system that would go out to each manager that doesn't provide at least one update (add one line or modify an existing line) in the last…
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How to prevent row data from shifting up a row?
We have a data sheet set up within SmartSheet (Sheet A) that feeds off our master sheet (Sheet B) that contains all of the current positions within our company. This automation is set up so whenever a new position is created in Sheet B, it'll auto-feed the position name into Sheet A into Column 28 of the screenshot. The…
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Allow Jira Workflows to be edited by multiple users and transferred
Workflows cannot be updated except by the user that created them. This makes it very difficult to manage them by a team. Also, if the owner leaves the company, the workflow needs to be rebuilt. Workflows should be able to be shared and edited by multiple users and should be able to be transferred when a person leaves a…
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Automations question
I was helping a co-worker convert an Excel file to Smartsheet. One of the things she currently does manually is after entering new rows onto her Master file; she copies (manually) to each of the QMS Entities sheets. Now there are about 20 QMS entities. We looked at the Copy to sheet template automation, but it appears as…
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How to automatically check a parent row when children are checked?
Hi, I have 3 level parent-children rows. I also have a column with a checkbox. Is there a formula or automation that would check the parent row if all children are checked?
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Automation in Preventative Maintenence
Hey all, I'm trying to get it so that I have a recurring input every 4 weeks on the next open row? I'm using a template and I've got a linking column that identifies following the approval that a line is completed to lock and set the date for the row. Is it possible to take the task again move the start and end date by 31…
