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Merged: Copy and move selective columns
This discussion has been merged.
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Basic Automation Workflow
Hi Community, I created a very simple automation where the trigger is when my % Complete row changes to 100% I want the Status cell value to change to complete. However it does not seem to be working. When I tried to run the workflow manually it changed all of my statuses to complete even if the % complete is less than…
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Workflow to copy a cell and paste its value in another cell when the first changes.
Hello everybody I'd like create a workflow to copy the value of a cell date type when it changes to another cell in the same sheet. I can trigger the workflow when there's a change, however I can find a way to bring this value to the other column without using DataMesh or Formulas. In my case I want to avoid to use these…
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Hello, i need some help how do i connect the %complete column to the status column
for example if the status says in progress i want the %complete column to automatically say 50% can anyone help me?
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How do I make my Smartsheet columns update when I update the Form
I'm brand new to Smartsheet Forms and I'm on deadline. I accidentally created a Form tied to the wrong Sheet. After realizing my mistake, I duplicated the original sheet and fixed the new column headers (which had populated when I created the Form, of course!) and went back to the original incorrect Sheet ... I THINK it's…
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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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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…
