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Clear check-box, without clearing associated Due Date columns
Hi I'm setting up a sheet for reoccurring tasks that have different intervals. I have a task column, interval column, last check, next check and a check- box. When the checkbox is ticked the Last check updates to todays date and this updates the Next check date, calculated from the number of days in the interval column. Is…
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How can I create an automation so the person filling out the form receives an automated email?
Hello! I have an automation already set up so that I will get an email when someone fills out my form. However I would like whoever completes the form to get an automated email saying "Thank you for your submission. We will respond within 3 business days." Is this possible? Thank you!
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Update TODAY() function automatically improvements
Hello SS Community, I have been using the required automation to update my sheets automatically since I am using the TODAY() function on my rows. The current setup I have is to check an unchecked box and vice versa. Other solutions found here:…
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Workflow - list historical values on cell(s) based on criteria
Automation option that will list the cell history in a similar format that is available with the cell view history.
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Workflow- trigger and output inconsistencies
I've built out the following workflow to notify our PMs of any newly inserted row AND change cell value on two columns in added row. The workflow is not sending notifications during my testing, but has been populating the formulas as intended when I add rows to the sheet. When I manually run the workflow and notify myself,…
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Simple lock row automation doesn't work 100% of time
I have an automation to lock a row once a check box is manually checked off in a report. However, it only works about 80% of the time. I have another automation to unlock the row when unchecked as well however, about 20% of the rows that are checked are never locked. I'm thinking a workaround could be a move row when check…
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Automate applying contact to cell after using form to submit data
I am using a form to gather request information from users outside of Smartsheet. I cannot ask all of the target form users to create a Smartsheet account, which makes what I would like to do probably more difficult. Is there a way to have the cell that I am currently having users put their name into when they submit the…
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smartsheet for Inventory Management
We have set up a basic inventory management sheet within smartsheet to better track our inventory. So far it's pretty basic, but hoping to expand. One issue I haven't found a solution for is automating the counts when we add or remove inventory from stock. I have a "Quantity on Hand" (QOH) column that we are currently…
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Automations after a status change
Hi, One of the things I'm using Smartsheets for is a "stocklist" of vehicles within our business. On this stocklist, we have the opportunity for sales execs to put vehicles on hold and depending on certain criteria, this can be for 24 hours, 48 hours, or 72 hours. This is actioned on request by managers, and we have a…
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Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…
