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Need a solution to move some unique IDs from one sheet to another
Hello! I have a main intake sheet for my team to manage studies. Every time a new row is added, a unique identifier (for each unique study on this main intake sheet) is created. We have at least 3 different services that are listed on the main intake sheet. Each service a study team is requesting is marked with a checkmark…
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Sending individual emails via automation
Hello Smartsheet Community! We are running in to an issue when we have an automation set up to send out notifications. If the notifications are going to the same email address for more than one row, it groups them togeher, even when we use a placeholder in the subject line such as {{Client_ID}}. I have tested this with the…
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Merged: Form Management Automation for Activation or Deactivation
This discussion has been merged.
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Is there anyway to automate the process of moving an attached image to a cell?
The Smartsheet that I'm currently working on generates a document with images in it after a form is submitted. The images won't be placed onto the generated document, however, until someone manually moves the attachments to the individual cells. Is there any way to avoid doing this manually for every entry? It is similar…
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Record Original Date
Hi, I'm trying to automatically record the first input in a cell (e.g. Project Start Date) in another cell (e.g. Original Project Start Date). Ideally, it'd be an automation that does this: If “Project Start Date” is changed and “Original Project Start Date” is blank, copy “Project Start Date” to “Original Project Start…
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Joining two columns together for rows that match criteria
Hello, I have a sheet with many columns from which I want to pull [Data]2 and [Data]20, in this format: "Data2 (Data20), Data2 (Data20),..." from another sheet. So far we have =IF(ISBLANK([Source1]@row), "", JOIN(COLLECT({Data2}, {Data5}, CONTAINS([Source1]@row, @cell), {Major/Minor}, "Major"), ", ")) And get Data2, Data2,…
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Networkdays/Workdays Excluding Holidays and Exceptions
Hello, I am having multiple issues with my calculations for NETWORKDAYS and WORKDAYS working in Smartsheets. I entered default holidays into the Non-Working Days (holiday, exceptions) box in the Account Administration field assuming that once I set up the holiday/exception dates Smartsheet would deduct these dates from the…
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Metric Sheet Automation
Hello there, Thanks in advance for the help. I have a lot of data sheets that I want to summarize in one metric sheet. The data will be grouped based on the "assigned to" column. Right now, if I add a new line to one of these sheets, I have to go into the metric sheet to manually add in a row under that appropriate…
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Limitations of Copying Rows
I have a sheet for each project my company works for. I am an admin on all of these sheets. We want to create an automation that copies the line to a separate sheet when a checkbox is checked. The idea being that the line in each sheet is copied to this separate sheet when a Project Manager directs someone to work on that…
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Conditions for sending reminders about update requests
I have a use case where we have a roster of people (~300) and every six months we send them an update request to review and update their information as needed. I have an automation set up to send reminders to complete the update request but am having a hard time finding suitable conditions to filter out people who have…
