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New copy of an old project
Hi! We have a long list of about 100 projects in a sheet - about 80 of them will be "restarting" or "renewing" this year. Instead of making the requesters fill out the intake form again, I'm hoping to save some time by copying rows from "this year's" request to "next year's" request, and just make some minor updates to the…
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Add Reply Option in Notification Tab
It would be nice to reply to comments and conversations directly from the Smartsheet notifications tab rather than having to navigate all the way to the sheet. I propose adding a reply button next to the Go to Sheet button in the notification tab.
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Can I create an automaton where the generated document is automatically sent?
I want to be able to generate a certificate that serves as proof of attendance that automatically goes out to the participant's email once I update their status. Is that possible?
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Copy Date to Another Field Upon Change
Hi there, I am looking for assistance with a use case that I can't seem to solve, so hoping someone can provide some suggestions. I have a date field called Scheduled Date. A vendor fills in the date into this column when they plan to deliver a task. It starts out blank. I'd like to have it so when they change a date in…
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Smartsheet automation I separate emails to the same user
Hello, I have a worksheet with in which I use to send emails to an automated ticket creation email for my company. The email is only able to create tickets for one request at a time but I noticed that smartsheet is grouping all of the requests within one email to send. Every single row within my sheet needs to be sent to…
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Populate Column From Another Sheet's Dropdown Menu
Hi all! I was wondering, is it possible to populate an entire column based on the dropdown menu from another sheet? I have one sheet where all tasks are listed, and are assigned to people via a dropdown menu. I am trying to create another sheet as a cross sheet reference that summarizes hours of every individual. What I…
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Automation copying values from other cells
Is there a way to create an Automation that when some criteria is satisfied (like status is In progress) and I update one field with the data from another field in the same row? let me explain, I want to automate the % Completion bar progress with the actual % based on the time consuming at today's date. So every day, or…
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Automation
Hi All! I wrote a Python script that will run an update to make changes when a form submission is added. Works great, however I have to manually run the script. I know you can use a scheduler to run, but I need the automation to trigger when form is submitted. I do not have a server and from what I have read, Flask and…
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Can I use control center to add a start date to a project with dependencies?
We use control center to provision new projects. Our work plan template has a predefined project schedule using dependencies. Row 22 (after the navigation and summary rows) is "Manager set schedule", and is automatically assigned to the manager from the project intake sheet. The intent is for the manager to adjust the…
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Automation Isn't Working
Hi! I am having trouble with my automation. I have a set of rules to assign colleague contact when certain criteria is met. I've noticed that one is not working and another is working too well where it is assigning this person to all my rows. Please see my screenshots below. I'm not sure where there error is in my rules.…