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Using forms and multiple rows
Hello, I have created a form for my team to enter data to populate on a master sheet. We will have multiple part#'s and QTY's per request, however, I cannot find a way to have forms split those into separate rows. Is there a way to have a form submission separate by line in the form to a separate row in the sheet?
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Copy Row Automation
Hello! I have been tasked by my team's leadership to create a way that they can audit how often my colleagues are updating their project plans. We currently have a "Master Sheet" that lists all of our current projects and certain cells linked in from each project plan. The project manager is supposed to be updating their…
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How to subtract quantities from one sheet via forms to another sheet with total quantities
My issue is this: I have a master sheet with material types (A1,A2,A3 etc..) and total material quantities (#'s). The other sheet I am using is updated via forms. The form is used for distributing materials and requires a material type, and material quantity before submission. Once submitted I would like the quantity to be…
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Automation keeps sending notifications even if the criteria are no longer met
Hi all, I was wondering if someone can advise. Basically, I've set up automation to notify team members if certain tasks are not completed and date is in the past. This is the below set-up. I've tried "100%" in the last condition instead of just "100" but the notifications keep coming regardless. Can anyone advise where…
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Reassign Contacts with Automation
Our accounting team regularly reassigns projects to new managers/staff and I need to find a way to automate the change once a date has been reached. In the example below I would want the contact to change from Joe to Jim once the Estimated Transition Date has been reached. The problem is I need this to be a 1 time write…
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Formula issus while automation
Hi All, I am currently having an issue for one o my workflow, I will try to describe briefly: I have a ticket system that we use for one customer. Whenever a ticket is completed in the "Open ticket sheet" by our Team, the line is moved to an "archive sheet" thanks to an automation. In the open ticket sheet, I have this…
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Automation with conditional sending both emails
I have an automation set up with a conditional. The problem is that I am receiving both emails, one for the alert and one for the update. Any thoughts on why that is
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Using App to Schedule Resource
I am using Smartsheet to create a calendar system for reservation of a shared resource. So far, I have not been able to find a way to add TIMES to Smartsheet so more than one person can schedule the same resource on the same day, during different time slots. Can you help? Furthermore, these resources are occasionally…
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Automation Custom Recurrence - how is the "Repeat On" day defined?
Greetings, Does anyone know what is the reference point for the "Repeat On" day circled below in the Custom Recurrence section for Automation Triggers - is it referencing the day of the month or the number of days after the trigger initiates? The reason I ask is, I set this recurrence to start on 20 Sept. Originally, I set…
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"Changes to:" Option Not Showing Up In Automation
Hello, This is not populating when I am trying to add a specific person from a dropdown list: The goal is to select certain team members that will be involved on a project so we can send rows (tactics/projects) to team member's sheets from the project lead's sheet. Can you help? Thanks, Ryan Holguin