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Inventory Tracker
Hi - I am looking to build an inventory smartsheet, but am having difficulty setting it up. I am not a guru... We want to input all of our inventory by barcodes (auto populating and grouping same-type products) into our main warehouse. From there, we want to scan those barcodes and deduct x amount of inventory to our…
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How to include specific cell data in an automated email?
I've set up an automated workflow to send an email to our team when specific cells have changed (a contract's name & billing code are entered in separate cells). These cells are on different rows. I'd like the email to include a message like "Please use billing code {{Contract's Billing Code}} for work associated with…
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Is it possible to have data automatically inserted from an image by image recognition?
I see that Microsoft excel has the ability to use OCR to insert data from an image so I was wondering if it was somehow possible to integrate a working version of this into a Smartsheet. Thanks in advance.
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Simple question, How do I automate my RAG status column based on dates?
This is for contract management circumstances. Green=Contract is active no issues Yellow= Contract is due to expire in 90 days (I have a column with the contract expiration date in it) Red= Contract is expired (Again this would be based on the value in the contract expiration) I checked the Automation and there doesn't…
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Can you auto populate created by via form?
Is there a created by workflow for forms for whoever submits? Been looking to add this function but whenever I try to do this via the sheet it only gives me created by = web-form@smartsheet.com
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Automation Testing
I am currently working through some automations and some different ideas on how to get them to work the way I want. However, the particular automation that I am working through (as far as I can tell) only works when it is run at a particular time (hourly, daily, when a date is reached, etc..). Is there a way to test these…
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Issue with Date column with formula =today()
Hey Smartsheet community Has anyone encountered this issue where the Date field with the formula = today() is not updating on its own until and unless you open up that sheet? I have a sheet which powers my Dashboard and I need to open up this sheet so that the date column reflects todays date and hit save, else it will be…
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IF with INDEX MATCH
Hello, I would like to check a box on one sheet, if a box is checked on a different sheet, matching certain criteria. This is what I have so far: =IF(INDEX({Current Estimates Range 1}, MATCH([Project Name]@row, {Current Estimates Range 2})) = 1, 1) If the Takeoff Information Column is checked on this sheet, then check the…
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Merged: Automation Action to Record Date AND Time
This discussion has been merged.
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Weekly Automation occurred day late, why?
Hi I am setting up a system to automatically track the weekly change in a log, and requires more than one sheet to pull off. Timing is very important to ensure the right information gets copied/cleared/used in formulas. However most of the automation went off without a hitch is seems, except one step failed to trigger at…