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Automated Workflows Not Triggering
I have a very simple automation - email trigger when status changed. I has worked for over a year but suddenly stopped. I have duplicated, edited and updated the workflow and no change. I did see mention of making sure your cells/rows were not at the maximum, but cannot find what that number is. We are over 1300…
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Can workflow emails appear to be coming from someone other than "Sheet Owner via Smartsheet?"
I am creating a process for multiple groups, but I need to retain ownership of the sheets. That said, the automated workflow emails need to appear to come from someone else in my organization. Is there a way to change this? Thank you!
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Automated Notification with Contact List
I have a sheet that is populated via a form. Many of the fields are automated based on what the user selects. For example, the user selects a Workstream, and individuals are selected from multiple dropdown menus (names, not contact lists). We are now in the stage of collecting data, so the form is being filled out. I would…
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Restrict duplicates in a dropdown single select column
Hello all! Does anybody know if SS has a way to restrict duplicates in a dropdown single select column? For example, "Project 4" is already using "D," so when I select a value for "Project 5," "D" would not be available since it's already in use. Or, if I select "D" for "Project 5" it would automatically change "Project 4"…
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Placeholders in Automation Message not recognizing column name
I am trying to create an automated update request with placeholders {{ }} to make the messages more useful as the sheet has many projects on it and the receiver would not immediately know what the message is referencing without the placeholder information. Most of them work (Owner, Project Info) as you can see here:…
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How to send automated email notifications only once
Hello, I'm trying to have an automated email notification send only once, once a criteria has been met. Currently, I have the automation emailing a notification to a contact once a certain field = 1. It works, however ideally this automation would only send ONCE, as soon as this cell becomes "1". But it keeps sending…
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Calculating average time spent in each phase
I am looking to create a sheet that moves through our 5 stages of work and how much time is spent in each phase. What is the best way to go about this?
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At Risk Formula that utilizes end date and status columns only...
I am stumped. I have tried various formulas only for them to error. The closest I have come is the following but I am missing pieces. =IF([End Date]@row = "", 0, IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), 1)) BUT... I need it to do more: I need it to NOT USE % Complete I need it to flag at least 14 days prior…
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How to use multiple IF and AND functions for symbol formula
Hello Everyone, I have a basic project sheet with Start Date, End Date, % Complete Columns. I would like a formula for Symbols to do the following: Gray = If todays date is less than Start Date Red = If todays date is greater than due date AND % Complete is less than 100 Yellow = If todays date is less than due date AND %…
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How do I override a row in a secondary sheet when the info is updated in the master sheet?
I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row…