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How do I stop a time-based reminder once an action has been completed?
Hi, I'm using a Form to pull information about different tasks and using time-triggered reminders for recipients until the task is completed. I want to avoid continued reminders after the task has been completed by using an automation to cancel the reminder, but haven't found a workable solution so far. Any ideas on how to…
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Assigned Person Changed in Automated Workflow
I created a round robin process that takes the next person on a list of people and automatically assigns a project to them when it is added to a project list. If that person is out of the office, I created an automated workflow where if a project was assigned to them to re-assign it to the next person on the list. The…
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linked sheet update
HI, I am creating a sheet for our billing department. The sheet is based on the information entered/updated on another sheet. I did link the entire column of the main sheet but the information is not updating when the main sheet updates. As the screenshot below, is the one that I made for the billing department. What did I…
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How to cross reference dates on a master sheet and then edit those dates on different worksheet?
Total noob here. I have a master sheet with 4 critical dates in regards to completing a major project (new restaurant opening). The critical dates are subject to change as some parts of the project are subject to be delayed due to construction, permits, etc. I would like to only have to change the dates on the master…
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Autogenerate IDs built off of other IDs?
Hello! I'm trying to auto-generate IDs that build off of another ID. The formula I'm currently using is: =[Initial ID]@row + "-R" + COUNTIF([Initial ID]:[Initial ID], [Initial ID]@row) I would ideally have it set to: =[Initial ID]@row + "-R" + COUNTIF([Initial ID]1:[Initial ID]@row, [Initial ID]@row) But that's not allowed…
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Slot scheduling conflict within a date range
Hello Smartsheet Masters, I am making a scheduler sheet for equipment slots. The sheet contains these columns: Conflict (Checkbox), Row (Dropdown list), Slot (Dropdown list, multi-select enabled), Start Date, End Date. I would like the Conflict cell to be automatically flagged if any one or more slots have already been…
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Automatically Check a Box upon entering a date and time
Hello, In my Smartsheet sheet, I'd like to set up a system to check off meetings automatically. I'd like to enter a date (ex: 04/15/23) in a column and the time span in another column (ex: 12:30 - 2:30 PM). It would then automatically check a box in next column if the start time have already passed. Any advice would be…
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Form Options - Automation
Good morning, I'm trying to create a form in for entering and/or removing equipment from our site. There are times we have new equipment installed where equipment is not removed, and vice versa, but also times where both apply. Essentially, our wish is that the contractor would complete the form and if they check a box…
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Employee Main List Formula Modification
I am currently using the Return to Workplace template set. I want to modify the formula being used on the Employee Main List Sheet to only collect trainings attended if the column next to it says a specific project phase (Dropdown). I am dividing the trainings by phases but I don't want the Trainings Attended to account…
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Alert Someone Automation Template
Hi all, I am trying to set up an email automation to email myself the contents of a contacts field for all the rows on my Smartsheet. They way I have it set up now, it is only sending me the first row and that's it. Am I missing something? Thanks in advance, Frank
