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Is it possible to create a workflow to transfer indented rows to a separate sheet?
Is there any way for the workflow to trigger and move the indented row independently from their parent row to a separate mirrored sheet (exact same set up)? My specific scenario: Tracking form numbers that fall under different categories (series/subseries). The forms are indented to be nested under their respective series…
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Any way to automate a copy/paste into a date column?
In our schedule file, we have 3 date columns: Baseline Finish Date, Planned Finish Date, and Actual Finish Date. The Baseline Finish Date is what is originally planned but may not always be accurate, so we use the Planned Finish Date to drive up-to-date planning and reporting. This column is linked out to the high-level…
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Automatically add dated rows to a sheet
We manually create metric summaries to report out monthly metrics to more easily chart monthly measure data. That summary sheet has a format like below and each row contains SUMIF formulas that aggregates data from other sheets: Month_Ending (Date) : Metric1: Metric2: Metric3: Metric4 Currently, this process requires that…
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Multi Row Automation for Reply
Hi all Going to try and explain my question but to word it seems difficult. I work within resourcing and i am trying to build an automation that will automatically answer the request after all the dates are fulfilled with resource, however i DONT want it to send individual rows when the request has been sent as a group of…
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Add specific column data to a sheet
I have seven (7) sheets that track dates for activities in our facilities. Not all seven sheets have the exact same columns but they all have certain columns that I would like to consolidate onto a master sheet for reporting and metrics. The copy row automation, as you already know, copies the data for all of the columns.…
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Rolling Date based upon checkbox??
I have a spreadsheet with a Date Column that is populated weekly. If we get to that date (or even better, 1 day before) and the checkbox in another column is still left unchecked can I get the Date Column to automatically increase by 1 day. I need this action to continue until the checkbox is checked. Thanks!
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Automated Email with all assigned tasks
I have a client where we are using SmartSheet to track tasks. Each person with assigned tasks should receive a scheduled reminder to complete the tasks. Most of the users don't log into SmartSheet and don't have tasks most of the time, so asking them to log in and see their assigned tasks is problematic. I'm currently…
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Conditional Formatting Across Sheets
Hi, we have a Scheduling Sheet (with columns, wk 01, wk 02, wk 03, wk 04, etc). A Delivery Date column links into this sheet from another sheet. What we do at present is highlight the relevant week column based on the date in delivery date, so for example from Jan 2nd to Jan 8th is wk 01 this year. (See screenshot…
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Smartsheet Automation Sender/Reply-To email causing confusion
With reference to the above, I have recently tested the automation and it doesn't seem in-line with the above. I am the sheet owner, I created the workflow, but whether single user or multiple users who triggered the alert, it is showing my name as the sender. And there also inconsistencies at times which we do not…
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When Power Automate inserts data in Smartsheet, how to work correctly with formatted columns?
I have a Microsoft Form that my sales team fills out when they win an order. I have created a Power Automate flow to create a new line in Smartsheet and insert this data. I am using MS Forms + Power Automate and not Smartsheet's form because it also performs other actions outside Smartsheet. However, on the columns that…
