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Reports: Column Formula Updates
Hello. I attended SmartSheet Engage 2022 - and was so excited to hear that column names would auto update when changes were made on the sheet without having to update each report. I believe they said this was already a feature. Unless I'm missing something, my reports are not updating based on the columns on the sheet…
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Proof into columns
I have created a proof and did the "Proof into columns". Columns 'Change required by' and 'Date Completed' are not updating. Also automation will not detect condition "Where Pending Approval from is not blank". Are there issues with using Proof into columns?
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Automated Approval for multiple users
Hi all! I am working through creating an action checklist in Smartsheet. For some of the tasks (which are identified on a per row basis), I would like to send automated approvals to multiple users, be able to track sign offs, remind individual users who have not signed off, and have a final document displaying all the…
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Workflows - Weekends
Good morning, Hoping someone can help here. Is there a way to stop automations/update requests from running on Saturday and Sunday? Automated emails/update requests are being missed by staff since they are sent on non-working days. Does anyone have a solution for this? Thanks!
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Automated Workflows Not Triggering
I have a very simple automation - email trigger when status changed. I has worked for over a year but suddenly stopped. I have duplicated, edited and updated the workflow and no change. I did see mention of making sure your cells/rows were not at the maximum, but cannot find what that number is. We are over 1300…
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Can workflow emails appear to be coming from someone other than "Sheet Owner via Smartsheet?"
I am creating a process for multiple groups, but I need to retain ownership of the sheets. That said, the automated workflow emails need to appear to come from someone else in my organization. Is there a way to change this? Thank you!
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Automated Notification with Contact List
I have a sheet that is populated via a form. Many of the fields are automated based on what the user selects. For example, the user selects a Workstream, and individuals are selected from multiple dropdown menus (names, not contact lists). We are now in the stage of collecting data, so the form is being filled out. I would…
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Restrict duplicates in a dropdown single select column
Hello all! Does anybody know if SS has a way to restrict duplicates in a dropdown single select column? For example, "Project 4" is already using "D," so when I select a value for "Project 5," "D" would not be available since it's already in use. Or, if I select "D" for "Project 5" it would automatically change "Project 4"…
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Placeholders in Automation Message not recognizing column name
I am trying to create an automated update request with placeholders {{ }} to make the messages more useful as the sheet has many projects on it and the receiver would not immediately know what the message is referencing without the placeholder information. Most of them work (Owner, Project Info) as you can see here:…
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How to send automated email notifications only once
Hello, I'm trying to have an automated email notification send only once, once a criteria has been met. Currently, I have the automation emailing a notification to a contact once a certain field = 1. It works, however ideally this automation would only send ONCE, as soon as this cell becomes "1". But it keeps sending…
