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Changing the name on the automation emails not working.
I have an automation set up on a sheet that I am the owner of. One in particular is going out to our employees in the field. I want to ensure that my name does not display at the top before it says sent "via Smartsheet". I am a project manager and we have a separate Smartsheet account that is ITPMO@ourcompanyemail.com. I…
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Automation changes?
I had an automation setup to copy a row from one sheet to another that has suddenly stopped working. The trigger sheet lives in a different workspace from the destination sheet but that has always been the case. I am an admin on both workspaces. When I attempt to fix (or even create a new) the trigger, the list of…
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How best to automate moving data from one sheet to another based on certain criteria?
I am trying to reference a list of people in Smartsheet A and pull associated data based on that list into another Smartsheet B. I have people listed this way: Column1: Last name, Column2: First name, Column3: email address. Also in Smartsheet A (Column6) there is an alpha numeric designation associated with each person…
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Automation alerts are now NOT sending the email from the Sheet Owner - was there a change to this?
Previously if you had an automation setup on a sheet to send an alert, the alert would come from the Owner of the sheet. Today my alert appears to have come from possibly the last person to edit that sheet and NOT the sheet owner. Is this a change that anyone else is seeing? I would really LOVE the ability to choose who…
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Email Notification - Limits to Columns in Message?
Our clinic managers perform a monthly Joint Commission readiness walk-through for each clinic (approx 125). I have built a form for them to document their results for each question - Compliant vs. Non-Compliant. When setting up a email notification to send the results to the regional directors, there seems to be a…
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Automatically remove row in a sheet when cell value changed in the original sheet it was copied from
I have set up a workflow so that when a cell value (checkbox) is changed/checked in one sheet, that row is copied to another sheet. Is there a way to: Automatically remove the row in the sheet it was copied to, when the cell value (checkbox) in the sheet the row was copied from is changed back/unckecked? Thanks!
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Averaging RGB balls
I'm hoping this is quite simple, but my simple mind is struggling to piece it together. I have a Parent Row with multiple Children but only one hierarchy below it and i want the parent row to average the status of the Red, Green and Blue balls on the Children rows...make sense? Help would be much appreciated, screen shot…
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Unwanted Default gray background of the dropdown selections
Hello, I am trying to change the backgound color of the Dropdown selections that appear in the cells to white. Is this possible? is there any CSS formatting i can give to the background of the dropdown selections? I would like that gray background gone please
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Sheet to Sheet with Parent Rows
I have created a sheet that when a check box is marked it moves the entire row to another sheet. I was wondering if there is a way that when the row moves to another sheet if I can have it populate the information under a parent row? Example my Scheduling sheet moves the row to my Machine sheet. My scheduling sheet I make…
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Meeting Minute Tracking
Know how to track the previous meeting minutes without having to expand all parent and child rows so you can copy it on the next available line and enter or remove information for the next meetings. Have an option to generate a pdf that can be logged on a separate sheet for review of the meetings that you have throughout…