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Change date every week
I have a sheet and I want resources to provide their status update every week. A request to update is sent every Friday. I want the "Current Week Ending" to be the Friday of the current week. Resources can enter their update for that week starting the Wednesday before till the Tuesday after. Every Wednesday, I want the…
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Automation and Task Re-assignments
It would be nice for an Admin to be able to: (1) see, or run a report for, the automation workflows a specific user is attached to; and, (2) selectively edit and reassign automation assignments and tasks to a new user based on a pre-existing user (for example, when a person leaves an assignment group or company).
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At Risk triggered by formula
Hello!! I'm trying to target the "At Risk" column with a formula to "flag" automatically. I need to have my At Risk flag marked automatically if a task is overdue [End Date] and the [Status] is "Not Started" and "In Progress" I tried using this formula: =IF(AND([End Date]@row <= TODAY(), Status@row <> "Not Started" "In…
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Why are smartsheet emails being sent to my junk folder?
Hello i am currently working a on a smart sheet automation for a project and i have ran into this issue where my emails are sent to my junk email. I need these emails to be sent to multiple different people at random times and not in their junk email. I checked all my settings as i was previously reading forms from before…
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Use smartsheet data to generate a document that maintains fillable blanks for the recipient
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
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Sheet to Sheet Cell Updates
I have a sheet with a status column. I would like to have the statuses in that column automatically updated based on when users make their updates in three other sheets. I thought I could use a workflow but I don't want to update the full row from sheet to sheet, only the cells in the status column. What is the best way?
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Any solutions or workarounds to dropdown/cell-linking issues?
Hi everyone! It's a bit of a wall of text ahead, so apologies in advance and many thanks to anyone who dares read it. I’ve got a bit of a beast of a project I’m working through and I’m hoping y’all would be able to help me work out some of the pain points I’m running into. Some of them could probably be alleviated with…
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Need a solution to move some unique IDs from one sheet to another
Hello! I have a main intake sheet for my team to manage studies. Every time a new row is added, a unique identifier (for each unique study on this main intake sheet) is created. We have at least 3 different services that are listed on the main intake sheet. Each service a study team is requesting is marked with a checkmark…
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Sending individual emails via automation
Hello Smartsheet Community! We are running in to an issue when we have an automation set up to send out notifications. If the notifications are going to the same email address for more than one row, it groups them togeher, even when we use a placeholder in the subject line such as {{Client_ID}}. I have tested this with the…
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Merged: Form Management Automation for Activation or Deactivation
This discussion has been merged.
