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Rolling Date based upon checkbox??
I have a spreadsheet with a Date Column that is populated weekly. If we get to that date (or even better, 1 day before) and the checkbox in another column is still left unchecked can I get the Date Column to automatically increase by 1 day. I need this action to continue until the checkbox is checked. Thanks!
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Automated Email with all assigned tasks
I have a client where we are using SmartSheet to track tasks. Each person with assigned tasks should receive a scheduled reminder to complete the tasks. Most of the users don't log into SmartSheet and don't have tasks most of the time, so asking them to log in and see their assigned tasks is problematic. I'm currently…
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Conditional Formatting Across Sheets
Hi, we have a Scheduling Sheet (with columns, wk 01, wk 02, wk 03, wk 04, etc). A Delivery Date column links into this sheet from another sheet. What we do at present is highlight the relevant week column based on the date in delivery date, so for example from Jan 2nd to Jan 8th is wk 01 this year. (See screenshot…
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Smartsheet Automation Sender/Reply-To email causing confusion
With reference to the above, I have recently tested the automation and it doesn't seem in-line with the above. I am the sheet owner, I created the workflow, but whether single user or multiple users who triggered the alert, it is showing my name as the sender. And there also inconsistencies at times which we do not…
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When Power Automate inserts data in Smartsheet, how to work correctly with formatted columns?
I have a Microsoft Form that my sales team fills out when they win an order. I have created a Power Automate flow to create a new line in Smartsheet and insert this data. I am using MS Forms + Power Automate and not Smartsheet's form because it also performs other actions outside Smartsheet. However, on the columns that…
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Reminder Automation based on the Forgetting Curve
I am currently working on a project where I would like to set up automated reminders based on the Ebbinghaus Forgetting Curve to maximize information retention for my team members. I plan to use the following reminder intervals: 1 day, 1 week, and 3 weeks after the initial learning event. I aim to create a system within…
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Adding Row Links to Comment Alerts
When automation emails are received for a new comment/attachment, it would be great to also include a link to that row specifically. This way, you can click directly to that row to view/respond/update and not have to search through the full sheet to find the update.
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Automation to fill in existing cells
I have created an automation to set the status on our tasks. My automation is based on "new row is added or changed", then meets certain critiera, then a cell value is changed to a certain status. This works for rows I add after the fact, but has not updated my existing rows. Is there a way for an automation to update any…
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Is there a way to restrict number input to positive numbers only in a form?
I'm building an approval process/workflow for a finance team and I'm curious if there is a way to restrict number inputs to positive numbers only?
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Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
