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Automatically update Sub-Tasks when parent is changed
I am looking for a way to automatically update the completion status of sub tasks if the parent task is updated to completed. I have a project plan that varies based on how complicated the client is. If the client is large and complicated each task needs to be signed off individually, but if it is a small client, entire…
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Is it possible to get copies of emails sent out via automation (to a contact in a cell)?
I have an automation that sends out "Congratulations, you passed!" emails based on form submission/sheet data. Is it possible to retrieve copies of these emails that were sent in the past? In case the info is needed, my settings are "unrestricted," and email addresses are from contacts outside of my organization. Thank you!
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Possible for change cell value automation to append text to itself?
Confirm please if this is possible or as I suspect, not. Would it be possible in automation to change the content of a text cell from say: Some Name to Some Name - Cancelled The challenge is that I need the old value to be referenced during the update. Any potential hacks around this?
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How can I notify staff when an assignment in a contact column changes?
I have a sheet set up with a contact column so I can assign staff to a request. This assignment is automatically triggered based on request type. When the staff are assigned to the new row, I set up an automation to notify them via email of the request. This is working well. However, sometimes the assignment is changed…
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Is there a way to 'automate' the filling of a DATE column via a formula?
Hi Community, My scenario: I am using a MIN/COLLECT formula to pull the earliest date from a list after a set criterion is met. I now want to have the same field 'lock-in' the date when another criterion is met, column x = "Scheduled". I am unsure if this is possible without creating a circular dependency. I did think to…
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New! Clear cell automated action + change cell enhancement
Hi Community, I’m the product manager for automated workflows at Smartsheet and am pleased to share two announcements with you. First, you can now use a workflow to automatically delete the contents of a cell whenever the conditions you’ve set are met — and you can do it for multiple cells in the same row at the same time.…
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Can I automate emailing attachments?
I have an approval automation set up but it does not send the actual attachments when "alerting someone." Is it possible to create an automation that emails the files that have been added to rows? If not, has anyone found a workaround? I've seen others post the same problem, but I haven't found a solution yet. Thanks!
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How to use Smartsheet's legacy resource management function to highlight conflicts and auto change
Hello, apologies in advance if this appears to be a rather basic enquiry, however, I'm not familiar with Smartsheet's legacy resource mangagement tool. I've had an enquiry from a colleague who has a Gantt chart sheet showing his team's tasks (as below). He's wanting the sheet to be able to add holidays for people and for…
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HELP: sending automated notifications to multiple contacts in a cell
Hi Folks Is there a way to send an automated email (via workflow) to multiple comma-separated emails in a cell ? I have tried, but so far have failed. Nothing seems to happen when I trigger the workflow. Any help would be appreciated.
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Capture modified date and time stamp
Hello. I have an system column that records modified date and time I also have one that records when the entry was added to the Smartsheet. We have 4 hours to respond to a new entry. What I would to do is when the status of a row changes to reviewing it would record the date and time stamp then we would use a formula to…