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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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Is there a way to automate sorting rows by date?
We have several sheets that require users to update the Next Review Date a year out. Then we have to manually sort so that the tasks are in ascending order. Is there a way to automate this currently? Or some sort of work around that I can use?
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Merged: Time Column Type.
This discussion has been merged.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Which implements first: a column actions or "Move" automations?
I have a sheet that collects content from a Form and includes some auto-filled columns and column formulas, but also automations to Move rows depending on the contents of other columns. I'm wondering if Smartsheet will complete the column actions and formulas before completing the Move automation, or if the Move automation…
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Automate message to a contact on a separate sheet
I have a complex sheet of information about people who finish a certification. This sheet includes their department. On a separate sheet, I"ve created a contact list of their managers including a Contact column and the department. Sometimes units have up to 3 managers for the same department. When the person in the first…
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Submission checklist to reference production schedule
Good morning, I have 2 Sheets Master Production Schedule - consists of multiple columns, Job #, Job Name, Line 2 Count, Forms Submitted?, and Status Check List Submission - consists of multiple columns, Job #, Job Name, Line 2 Count, Submitted, Outstanding Entries, Missing Form Override(Checkbox), and Status The idea is…
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how to automatically send email with photo attachment
Hello, I want to automate an email that includes a photo attachment when a job is completed. The photo is proof to the customer that the task has been completed. Is this possible in smartsheet and if so, how do I do that? thank you!
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Creating Conditions that affect other rows
Hello, I am super new to smart sheets, but have done very well with 99% of what I have needed to accomplish, however… When trying to create a condition labeled "Yes | No," and if Yes is selected in that row, then I want it to highlight another row also in the primary column to red to highlight it being the next step to…
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Drop PDF to populate rows
As a sourcing analyst I have to take multiple pricing summaries from our consultants and enter the information into our Smartsheet. Currently that means a lot of copy and pasting and painful data entry. My question: Is there a way I can take the PDF they send me and drop it in Smartsheet and it auto populate my sheet based…
