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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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Automations
Hi All, We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed. I then add a new tab with programs to exclude and would…
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Merged: Attachments - Automations
This discussion has been merged.
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Automation set to send an email each time a row is added but multiple rows are being sent togetherr
My automation is set up to send an email with the row information each time a row is added. However, the automation is sending multiple rows in each email. I need the email to send only one row at a time.
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Automated emails based on cell values
I am trying to decide what the best way to set up an automated weekly email would be based on the image below. Basically, I want to send something out weekly based on the column items that are not meeting a certain set par level. For example the weekly list should include all items with '0' and exclude items that greater…
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Automatically Add New Sheets to an Existing Report
Can new sheets be added to an existing report automatically? I am using Smartsheet as a project tracking tool. As I add new project schedules, I want those new schedules to feed an existing tasks assignment report. Can I do this?
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Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…
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Question regarding automations (triggers)
I have a question regarding triggers. Is it possible to create a trigger when you say cell C you have the year as 2025 and when that cell C says 2025 it triggers cell d to write the word active. When the 2025 is changed to 2026. there is a trigger to remove active so cell D is now blank. Thank you
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Is there a way to send an email to a sheet and have it create a new row?
I am looking for a way if possible to create a rule in my outlook that could forward emails to a sheet and have them appear as new rows.