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Improve Clarity Around Run Now Automation
Despite the text that tries to explain this, I don't think the current documentation for the Run Now feature is clear to new users. What isn't clear is that the Trigger and initial Filter condition are treated together and both will be ignored when using Run Now. Besides the help text description, the visuals for this…
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Dropdown menu & how to separate results
I have a dropdown menu to select a choice of up to 19 out of a possible 42 items, each item selected needs to be separated into its own column as each selection is mapped. The way the mapping has been set up is the first selection in dropdown needs to be at position 1 even if it is the 4th option and the second selection…
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Multi Contact Column with Automations
Hi all, I have a multi choice contact column that has a simple formula that looks at a country column and based on the country returns multiple emails per country, so lets say that column country is France i have the contact column return three contacts, so far it's fine but it doesn't work when i try to use an automation…
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Removing duplicate rows in a sheet
Would love to see a feature to remove duplicate rows in a sheet. I have an automated rule setup to move rows into a sheet every day and some of the rows are duplicates. I would like to automate the process of removing those duplicate rows.
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Users Submitting From Excel to Existing Sheet
Goal: I'm looking for a way for employees to copy/paste or upload new rows of data from Excel into Smartsheet without seeing the full sheet and ideally without needing a Smartsheet account. Project Overview: I'm building an expense report system where employees submit weekly expenses for review and approval. Currently,…
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Best method for linking 2 sets of data together that use forms to collate the information?
I'm working on a project to help devise a solution to track all of our organisation's skills & talent initiatives, plus that will provide us with some useful metrics. The plan is have 2 forms - part 1 that collates all of the schemes' information and then a part 2 that collates information on outputs, but which is sent…
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Merged: Automation of Copying Rows
This discussion has been merged.
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Automation spanning multiple sheets
Current organization: within a single folder, there are about 10 sheets, each for a different project. The same Assignee will be present in multiple sheets. I want an automation that will send a daily email to each Assignee listing all of their open tasks (i.e. start date has been met). I can do this for each individual…
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Can I have ONE automation for approval requests go out, rather than one for each line?
A have a sheet that has multiple lines for each form entry. These entries need to be approved, but come onto the sheet as pending. At the end of the month, I want an automation to go out to let people know that they need to approve any pending tasks. However, when I did this, it sent off SO many emails, one for each line.…
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Automate Date Fields
I have reoccurring tasks that have start dates and end dates. What I would like to do is after the status changes to completed, then automatically change the date fields to the next occurrence. For example: I have a task that has a start date of 7/1/25 and an end date of 7/10/25, and that task reoccurs quarterly. Is there…