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Request an Update
Hi I'm using the "Request an Update" function in automation and this works ok, I've noticed though that due to no fields being mandatory that a user can just submit the form without making any changes. The snag here is that I have another automation function setup based on a row change but this won't fire if a user submits…
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month. Ex/ We have a Practice…
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Date update by a day but only when a box is ticked
Hi all I have a sheet which has a deadline on it. This deadline may be extended for a variety of reasons (unable to get parts, Waiting for a return email etc) Is there a way to have a check box that, when ticked, It'll add a day to the deadline automatically as it passes. At first, I thought this would be possible via…
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Auto-populate a form field with the result of a formula in the sheet.
I have my sheet set up so that when I click the generated URL, certain fields of the form that the URL leads to are auto-populated with values from the same row. My issue is that it seems like I can only auto-populate manually entered values and not values generated from column formulas. Is there a way to do this? Maybe I…
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Copy to another sheet without duplicates
Hi, is there any way to set up a copy row by field type to another sheet automation without ending up with a lot of duplicates on the sheet it copies to? Thank you
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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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How would you set up a notification when a call has a certain amount or above ?
I'd like to receive a notification when a cell has reached any amount above 50 000$. I can set a notification when a cell has reached a specific amount, but I need any amount above 50 000$.
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Automate Flagging at risk task based on approaching due date
Hi Community, I am looking to automate flagging a task if it comes within two weeks of one of its two due dates (each task has a recommendation date and approval date) and its currently not complete (of which there are two opportunities for it to be complete, the recommendation and the approval). The task must have a…
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Copy Row using Automantion via a Trigger cause TWO rows to be created
SHEET A: Trigger: When rows are added or changed AND when "assigned to" changes to any value Action: copy a row SHEET B EXAMPLE/ISSUE: Sheet A Row 1 is "assigned to" Joe This row is then copied to the Sheet B YEA! however Joe quits Sheet A Row 1 "assigned to" is changed to Sally A second row is then copied (via trigger…
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Include child rows in approval request
Hi all, I'm hoping that you can help me find an easy solution to an issue I'm facing. I publish two monthly newsletters (External and Internal editions in the screenshot below) and the first step of my prep work is to have my manager approve my proposed lineup for each edition. I'd like to send an approval request or…