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My automations doesn't work
I have a few automation to notify someone when certain condition met, but it works during our testing phrase, then I deactivate them for almost a week and turned them back on, but now it doesn't work! I event duplicate it as a new workflow and delate the original automation I created, but they still didn't receive them!…
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How Can I Resolve #INVALID Errors in Automated Capacity/Utilization Report?
Hi Smartsheet Community, I’m running into #INVALID errors in a resource management report and can’t seem to track down the root cause. I’ve attached two visuals for context: A screenshot of the report showing which team members are affected (#INVALID appears across all months for some users like Jerritt and Danny). A data…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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How to automatically consolidate data from sheets in multiple workspaces into a single master sheet?
Hi Our structure is such that we create a new workspace for each project that we sign on. Within each workspace, lies a sheet with assignee name(s), department(s) and start/end dates for the project. We want to roll up the data from across all project workspaces into a single master resource tracking sheet, and keep adding…
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Request for PTO Process
I am working on a PTO process for a large team. I have a request form, goes through an approval process, upon approval processing team member receives notification, calendar (using Calendar Addon) is available for viewing by managers. My question is I would like to include an automated way that team members can either…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Automation option: Copy value from another cell in the same row
Provide an Automation option under Change Cell Value to "Copy value from another cell in the same row". This is necessary when managing data with data shuffle and cross references. It is the only way to automatically capture data snapshots when certain conditions are met, or one-time replace data when certain conditions…
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How do i copy a conditional format to create an automation?
Hi, how do i copy over conditional formatting cells to another sheet using an automation? The conditional format is 'if the PCI due date is in the next 30 days and PCI sent is blank then apply this format (changing the text colour) to the PCI due column' - we want to then put this into an automation so the row is copied to…
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Employee Reviews - Pulling & Averaging Category Scores
Hi all, thanks in advance for your assistance! I am working on building a new employee review process for my company and am caught up on one of the final steps. Here's where I am at: I have created an employee review form that individual managers will complete Each employee will have 3-5 reviewers The form submissions will…
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Automated Timestamp Capture for Status Changes
I would like to propose a function or automation that captures a timestamp specifically when changes occur in a designated column. For example, if the Status column changes from Pending to Completed, the system should automatically record the exact date and time of that change. The challenge with relying on the standard…