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Question about Functions and Automations
Hi - I have a formula that calculates whether or not an end date has passed by more than 7 days using the TODAY(7) function. If it is greater than 7 days, then a checkbox is checked. That checkbox is used to trigger an automation which sends a notification to a user. My question is whether or not I have to have the sheet…
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Trigger workflow based on time of day a request is received
Hello Community! I have a question I wanted to bring to the table... I've been working on some processes and workflows for triaging work on my team. Requests come in through an intake form and we have automations to assign to specific resources based on the type of project/request that it is. Now, we are trying to make…
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Using the YEAR formula to convert a DD/MM/YYYY column format to show YYYY in another column
Hi All, I am trying to create a formula to take the date column (DD/MM/YYYY) called "travel in date" and convert it over to YYYY in another column called "Year". However, the following formula =YEAR([Travel In Date]16), it is converting over but showing the value incorrectly as 2022 when the date in the referenced cell is…
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Incrementing a Number by One for Each Time a Status is Selected
I have a sheet where we have a variety of values in a Status column. I am looking to have a separate column that would count how many times a row has gone through a particular status (" Revise") so we can see how many rounds of revisions a particular project goes through. We were going to call it "# of Revisions". The…
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Generate Document Workflow has become invalid
I have a generate document workflow that has twice become invalid and deactivated. First time it happened I edited the workflow and saved without any changes and it works again, this morning same thing again. Anyone else experiencing this?
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Is there a way to send links to attachments on just the 1st row through automated workflows?
I have an Alert Someone workflow which sends a mail with an attachment when a check box is checked in each row. This attachment is the same file. There are thousands of rows, hence adding this file as a row attachment to each row would be very difficult. Is there a way to send this file attached to the 1st row of the sheet…
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Linking External Sheets for Conditional Formatting
I am currently working on conditional formatting for a spreadsheet that connects to several spreadsheets. We have a Master Log (spreadsheet) that pulls project dates from multiple Project Schedules (Gantts) so we can keep track of project timelines of milestones. We have roughly 45 fields. 17 fields are linked to Project…
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Mass ticking a column, for users who have Dynamic View
Dears, Background : I have a question regarding a Smartsheet tool that I am operating. Essentially, we are using Smartsheet to create, collect and align on data, which then creates reports for the higher level stakeholders. However, since the data is highly confidential, we have to manage access and authority very closely.…
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Workflow that alerts designers know their project has been reviewed
I would like to set up an automated workflow that would alert the individual assigned to the "design art" task know that the "internal review" task has been marked completed. As of now, I have a workflow built that works only if you assign the designer to the "internal review" task.
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Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
