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New Checkbox Features in Automations
Now that the Checkbox column had the flag option, I am finding it doesn't appear as an option in setting up an automation. I have a column titled NEW that I have selected as a flag, but it doesn't appear as an option to select in a workflow. However my other checkbox column DONE is an option and is set as a regular…
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Resource Master Sheet
Hi All, I hope I can legibly explain what I need here :) I would like to create a master sheet that will summarise what resources including dates/tasks I have assigned in other sheets. Is this possible to grab this info automatically from multiple sheets and also automate updates when changes are made? Cheers in advanced.
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Can I delay move a row automation?
Hi all, I have a project tracking spreadsheet and am trying to understand if I can delay the move a row automation somehow. Currently, the workflow is triggered when the project status is switched to Closed. I would prefer that the row is not moved until the first of the month following the status change, so that the…
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Copy rows automation (cross-sheet formulas involved)
I'm creating a semiautonomous preventative maintenance ticketing system (fleet oil changes, tire rotations, etc.) that copies rows to a sheet for our mechanic based on when a piece of equipment needs the service. The copy row automation is set to trigger when the mileage gets within 150 miles of scheduled service miles.…
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Hide columns from Published Public View?
Is it possible to hide columns from the public view once a Smartsheet has been published? I thought it was possible, but I can't figure it out now. We sent out an automation to have different people update their rows for a directory. There are 1-2 columns that are just for our team on the backend (additional comments,…
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Assign People then Notify/Update Req
My sheet gathers info from a form. Based on the criteria or checkboxes it assigns people to roles. Then it is supposed to notify several of those people and send update requests to some others. I want to use "on triggered" notifications and update requests so I can customize the subject & messages with placeholders. It…
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Calendar Invite Automation
Is there a way to send automated calendar invites to something like Google calendar (preferred)?
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Why isn't our column formula updating on its own?
In our column formula, we have a date formula based on TODAY(), however, it does not seem to update automatically when the month changes. How do I get it to update automatically at the beginning of the month?
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Automation: Email with Set Frequency Until Cell Value Changes, Trigger Date Re: to Form Submit Date
Hi! I have a form being used as a ticketing solution for marketing requests. When users make a submission, one question is, "Have you provided all information?". Answer options are, "yes, begin with creative" or "no, more information will be entered later in Smartsheet". So long as cell value is "no, more info will be…
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Alert or update if a column value is changed based on the column(primary column)
Example - I've columns warehouse and route . I need to setup a notification or alert if the route had changed for a particular warehouse. In this example , I need to send notification or alert for Test and PR103 as the previous values of route has changed for them. can someone guide me as to how to do this?