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Building a multi-tier automation that works over time
Hello Community! I am working with contracts that have end dates. I would like to build an automation with 2 tiers spaced over time First tier: User checks a box (say, in June) that says "Do Not Renew". This sends an email to notify the contracts group. Second tier: The contract end date is Oct 9th and it is now October…
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Can 'Request an Update' work with a Formula-derived Contact List?
Hi folks--We have a business process where, depending on a field value, I want an automation to send a Request an Update to either the staff in one department, or the staff in another. I set up a satellite sheet with a list of staff. "Name" is a contact list column, "Email" is just text/number: In the primary sheet, I have…
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Multiple cells locked to single formula in same column
I'm relatively new to Smartsheet and use it as a tertiary tool, so apologies if this is a 'basic' question. What I want is to tweak a formula on one row of a column and have it apply all other rows that reference that cell in the same column so I don't have to copy the tweaked @row + Parent, Children, or Ancestors…
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Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
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Workflow History
Is there a way to access workflow history as an admin/creator of the sheet. It would make testing new workflows much easier if I could see when they had run.
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Conditional Formatting To Red out a Row, if ID# has been used before
Hi all, I am trying to create a conditional formatting to mark a row Red if the ID# has been used before. I have plenty of conditional formatting experience however I just can't seem to figure this part out. Basically in a list of projects I.e 1,2,3,4,5 they move at different speeds and sometimes a project wont be on a…
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Automation to send past due notifications to members
Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…
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Simple Sum question
This is a simple one but just having a hard time getting it to work. I have multiple clients who purchase a variety of products per invoice. I need a Sum of the Product Type per Client. I've attached an image. For example, I'd like to know Sum of Product 1 for Client 1. In this case the running total =5. I realize I could…
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Smartsheet Automations
Hi Smartsheet Community, I need to create a Smartsheet Automation to move rows into an archive sheet when record id appears in the Primary sheet, but does not appear in the Uploaded sheet. Another Automation that I need to create is to copy rows into the Primary sheet when the record id appears in the uploaded sheet but…
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How to set the reply-to on notification emails?
Hi, When the automation send notification emails, most of the time the reply-to is the sheet owner but sometimes it is the person who modified the sheet. Looking at the documentation, I found this article: Overview of Automated Notifications Sent via Smartsheet | Smartsheet Learning Center The article says this: "In most…
