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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…
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Merged: Formulas in automation
This discussion has been merged.
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Change 'Status' Column based on date past
Hello, I've searched for this a few times but cannot find a solution that fits what I require. I am trying to update a status column to show 'Being Reconciled' when a date column is in the past. The automation feature doesn't seem to work unless rows are being manually changed. I've created a helper (=IF(TODAY() >…
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Can you change the name on the automated emails that are triggered based on a form submission?
I have a form created where a manager will go in and enter a task and assign it to someone. I then have an automation where when a new row is added to alert the person assigned. Would it be possible for that automation to come from the manager that assigned the task via the form? Or would I need to have another button such…
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How to change cell value from another sheet
Hello! Basically, I have an automation set up to send anything that is on Backorder (when B/O is checked) copy it from my "Open Orders" sheet to my "Backorder Clip" sheet. I have two questions regarding this. How do I set a formula that will apply any changes made to my "Backorder Clip" sheet rows will automatically update…
