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Custom Auto Numbering Function
Hi! New Smartsheet user here, appreciate any help and guidance. I'm looking to create a formula to build a custom auto-number function. I'm including a screenshot for reference. I'd like to automate the Project ID column. Where the project ID is YEAR - CLIENT - CLIENT PROJECT NUMBER. Is there a formula out there that would…
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How can I send automated updates to submitters?
I am setting up an automation for my client and am having trouble sending out automated messages and wondered if someone could help me with a solution. Here's the structure: Sheet 1: Reports are submitted monthly to sheet 1. (The submitters are not allowed to see the data in the workspace.) Approvers review the information…
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Replace latest row with data from another sheet
Hi, I am trying to do the automation for replace latest row value from another sheet. So, I have a consolidation sheet and a reference sheet. Due do 2 of the projects submission are a week after the draft report review, I need to replace the latest row (not adding new row) with the most up to date data from the reference…
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Increase limit for workflows triggering other workflows (aka daisy-chained automations)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Automation Workflow - Approval workflow with condition
Hi, I am getting and error (image below) when i am trying to write a condition based approval workflow, please help
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Merged: Group Management
This discussion has been merged.
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Automation of responses from one form onto a second form?
I'm developing a skills competency checklist using 2 forms to collect info (1) self-assessment for staff to check-off skills and (2) Validation/Assessment from preceptor to check and sign-off that skills were validated. Is there a way to set up logic that auto populates responses from the first form onto the second form so…
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Automation Work Flow
Hello Smartsheet Community, I've implemented an automation where changing the End Date field automatically sets the Status to "Completed" and updates % Complete to "100%." Here's the issue: When I update the End Date for line 42, it correctly updates the status to Completed and % Complete to 100%. However, line 41, which…
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Help with Auto Number column formula
Hello, I've pretty new with Smartsheets and most of the time I try to use the examples from other posts that I have seen others put up in order to solve most of the problems that I have. Unfortunately, I cant seem to get this problem to work. I have 3 sheets, Source, Helper, and Destination sheets for an Onboarding project…
