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Automatically updating/adding rows from a linked sheet
I have created effectively a 'dummy sheet' version of a Smartsheet for my implementation officers to use to use to request an update form for their item. The rows in the sheet are linked to the more comprehensive and detailed 'Full version'. However, if I add another row into the 'Full version' it does not translate to the…
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How do I create an automated email that includes all attachments at once, including a mapped doc?
Hi all, I'm trying to figure out the correct automation settings to have one email sent that will include a link to all attachments. I have set up a mapped document and automated email for when a row is added or changed. Currently, I'm receiving two emails - one for the new row with attachment links and an additional email…
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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…
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Auto Send Documents
Hi, I have created a smartsheet database to track new starters, based on fields when a "completed" status is reached, a document is generated filled with new user info. Is there a way to automate this to email to a user / contact assigned?
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Changing a dates color once it is within 2 weeks
I would like to automate a change to my date column once we are within a month, 1 week, and once the date has passed. I would like these to have corresponding colors depending on how far out the date is. Wondering what options I have to do this? For example, I would like end dates colors to either be green if it is beyond…
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Recording Changes made in SmartSheets - Row and Column Modifications
Hi Everyone! I was wondering if anyone knows any good ways to record a changed value in Smartsheet's, for the purpose of reporting it in Power BI? We are keen to understand and show the client what changes are being made to the sheet, by who, and what data is being changed (e.g. the status category to changed from…
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Allow automation to populate cells with formulas.
For some reason the devs have blocked using =formula() and they populate cells with '=formula() when you try to use the features in conjunction. This makes your formulas inert and is quite frustrating. This seems like such a easy way to increase efficiency in the program and should be implemented immediately. Thanks for…
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Automation Not working "Alerting two days prior of date"
Background We have a form where users select a date from a dropdown. However, this dropdown isn't recognized as a date field for automation purposes, so I've created a helper column for dates. PA Dates is the dates drop-down column in form (Dropdown Column) PA Dates Helper is the helper date column (Date Column) Goal To…
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Simple Automated workflow not working
Hello, I have seen some other posts on this issue, and the fixes listed didn't help me. I have tried to duplicate the workflow and delete the old one. I also want this to work in real time and I do not want to automate this to a certain time of day. The trigger is as simple as it gets. When any field within any row is…
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Export option for Control Center Auto Provision Log
We'd love it if we can have export of this Log from Control Center > Automation I was troubleshooting what went wrong on the Auto-provisioning of some of our projects and I found bunch of these error messages along with provisioning. When I look further there were more than 2 than what I was originally looking into… it'll…
