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Automating Time Spent
Hello, I've been reading through various articles, threads, and Google searches looking to see if there was a solution to calcuate how long it takes to complete a task. Currently, I have a sheet user inputing a new row and the first portion of data, lets just say columns A:D. Then, they save and work in another system.…
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Automating template sheet set cloning & distribution upon new form submission
I am working on a new process for tracking business. I have found a template set - RFP Processing - that seems to match to get me started. I have a form that writes a row to a specific sheet. What I want to do is have several template sheets be sent out to specific persons to start their tracking work. I have a trigger and…
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Year Support Contracts - Automation to update end date
We use the following formula to populate the end date of a one year contract. Namely if it starts the 1st Oct 2022 the contract expires on the 30th Sept 2023. This formula works for every other day in the month except when the renewal falls on the 1st ? =IFERROR(DATE(YEAR([Support Contract Start Date]@row) + 1,…
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Updating/Refreshing my file from a different website?
I have a file that I need to use updated fuel pricing at all times. The website my excel file is linked to updates once a week, usually on Tuesday. Need: How can I have this sheet refreshed from the website (EIA.gov) onto my Smartsheet file? Nice to have: I would like the data point I use on the sheet to be rounded to 2…
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Latest Comments feature not wanted
I have created a sheet for payment authorisation. An assistant inputs data and manually requests approval from the supervisor. Via an automated alert, the supervisor (who is not shared to the sheet) declines or approves. If declining, the supervisor is expected to use the comments feature to give instructions to the…
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System deleted an automation?
We had an automation set up on a sheet to send a notification to a Teams channel when there are rows added via a form user. This morning one of my colleagues got an email from system.smartsheet.com stating the automation was disabled because one or more blocks in the workflow was invalid. We opened the Automation menu in…
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Does a Slack Integration stay active when saving the original SmartSheet as a New SmartSheet
I have a Slack notification being sent for a specific row in my SmartSheet. It's a Template SmartSheet, so it gets "Saved as New" every time a new project is started. I'm noticing that the Slack notification seems to get de-activated on the new (project specific) SmartSheet I just saved/created off of the template…
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Is it possible to have users use a form to search for a line item and auto send an update request?
I have a SmartSheet that lists contracts with fields that include contract end date, purpose of contract, vendor contacts, etc. This information needs to be updated by the manager who is responsible for the contract, but I don't know which of our managers are responsible for which contracts to update. Is there any way to…
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Filter on card view when using forms
I'm setting up a form for people to submit requests to my team - it's a large form with a lot of logic input into it and there are 20 different categories that people can choose from when submitting a request. I want my team to be able to easily see the jobs that come through as in grid view it shows all columns (even…
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Form Automation
Hi, My vision is, that when a form is submitted, it is placed into the appropriate bucket based on the person assigned. For example, a new task is submitted for Austin via a form, when submitted, it is placed in row 1. I would like it to move into Austin's task area automatically. Is this possible?
