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Update Sheet Summary with Automations
It would be very convenient if we were able to do update requests and cell changes via automation for the sheet summary section. Right now it's out on it's own and forced everything to be done manually. Limits the effectiveness of the tool. For example, we keep "Status" in the sheet summary, and I want to be able to update…
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Record a date on the start date field when the status's changed
Hi Smartsheet Help Team, When the status's changed to in progress, I want to set up the automation and record the date in the start date column and when it's completed, record the date in the end date column. However, it's said there are no date columns, but I have the start date and end date columns (see below). Do you…
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Smartsheet Update Request Automation to Alias Email Address
We are running a automation for an update request to a number of email addresses and it runs fine with the exception of two which happen to be alias email addresses. Has anyone had this issue with them not running and know how to fix it? We after the automation didn't run we ran the update request manually and it ran as…
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Identify Workflow from ID?
Good morning, got a random one. Is there any way to identify what sheet or workflow an automation ran from? I got a rogue automation this morning, and I don't know what sheet it lives in. However, I noticed at the bottom of the email, there is an ID number, similar to a sheet or row ID. Is there any way, maybe with the…
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Can a single event trigger multiple notifications to different people?
I've created an intake form for new procurements. I've set up one automation to notify one group based on a condition and a different group if that condition is not met. I would also like to receive the notification myself and also have it routed to my supervisor, for each new item submitted through the form, regardless of…
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Can you automatically rename/add prefix to a mapped document?
I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the "create PDF" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…
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Document Builder - Adobe Calculated Fields
Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
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Nested if & countifs to generate a prefix based on number of occurrences
I am trying to get this part of a concatenate to work but keep getting #unparseable. The latter part of the concatenate works and generates a unique identifier for the project. However, the beginning section is meant to generate a prefix based on whether this project is the first, second (b), third (c) etc. project with…
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Approvals are duplicating across columns in my smart sheet
Hi, I have an approval request smart sheet and form where I have selected specific columns to be updated only but it seems to be duplicating across to the 2nd approval column. Does anyone know how to stop this? Thanks
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Request an Update - Permissions
Is there any work around to how to send a "request an update" email without having to go in individually (or even group) to share the underlying information? I have a big company and some of the processes are pretty large. The participant who is shared to the sheet enters in an email address of who they need…
