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Reminder Automation based on the Forgetting Curve
I am currently working on a project where I would like to set up automated reminders based on the Ebbinghaus Forgetting Curve to maximize information retention for my team members. I plan to use the following reminder intervals: 1 day, 1 week, and 3 weeks after the initial learning event. I aim to create a system within…
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Adding Row Links to Comment Alerts
When automation emails are received for a new comment/attachment, it would be great to also include a link to that row specifically. This way, you can click directly to that row to view/respond/update and not have to search through the full sheet to find the update.
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Automation to fill in existing cells
I have created an automation to set the status on our tasks. My automation is based on "new row is added or changed", then meets certain critiera, then a cell value is changed to a certain status. This works for rows I add after the fact, but has not updated my existing rows. Is there a way for an automation to update any…
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Is there a way to restrict number input to positive numbers only in a form?
I'm building an approval process/workflow for a finance team and I'm curious if there is a way to restrict number inputs to positive numbers only?
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Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
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Copy a certain columns to a new sheet as new rows are submitted
I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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How do I setup an automatic print/save process of a dashboard to archive?
How do I automatically archive a dashboard? I would like to use it as meeting minutes from a daily meeting. I signed up for a trial of Zapier to see if I could get that to work, but I am not having luck right now. Thank you, Jonathan
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Approval Automation workflows - continuing from where it was last declined?
Hi All, I'm currently working on a sequential approval workflow automation and would like to know on the mechanics of continuing a workflow from where the last "Declined" stakeholder has "Approved" the request. To be more specific, if the situation comes where the declining stakeholder is happy to continue with the…
