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Recurring workflows based on date field in sheet
Hi, currently my options are - run once from a date field and run recurring based on a specific date but it would be really helpful to be able to initiate a recurring workflow from the date populated on a row. I have investigated some of the community suggestions for helper columns but I have up to 6 actions on a row that…
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Change "End Date" based on status change?
Hello, all! Is it possible to change the "End Date" column based on when someone completes a task? Sometimes my team finishes a task on time. Sometimes it's a few days late. Sometimes (like today), a person finishes nearly a week early! Of course, if the end date is off, that messes with all successor tasks. We're doing a…
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How to change automation of a form to notify the person who filled out the form whenever a change...
Is there a way to set the automation on a sheet so that the specific person who submits a form, gets an email back when a change has been made to the row? I am trying to create a request for time off form. An employee can submit the form which flags management, then management will select a drop down for approve or deny in…
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How to count total number of times a value appears in cells with multiple values.
I have been trying to find a formula to use that will let me count the total number of times a day appears in this column. I would like to ultimately put this info into a graph on the dashboard. Is there a way to do this? I have tried using the COUNTIF with CONTAIN and I haven't been able to figure it out while on a…
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Editing the Auto-Message Form (Approval Workflow)
Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see.
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Getting trigger itself error in Smartsheet
Hello Everyone, I hope you had a great New Year! I have one (Source) sheet in which data is coming from Google sheet through data mesh and based on certain conditions it will transfer to the specific sheet. Once the data is added to the sheet and the team feels the information should be on another sheet I have provided a…
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When sending an automated email, is there anyway I can pick which order the customized fields go in?
Each time that I try to put certain fields from the sheet into my customized message in a certain order, it keeps changing it to something random.
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Automation not obeying conditions?
I have created an automation to send reminders for an Actions Log. The workflow is as follows: Run every day at same time If "notify" field is checked Various date conditions, eg due today, due yesterday, due tomorrow Send email depending on branch selected in (3) Not all of the action items have the notify field checked.…
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Send alert when user hasn't accessed sheet in X days
Hey there - I'm trying to set up an alert redirecting users to my sheet to make sure everyone's using it and gently nudging them if they aren't. Here's the logic: IF they a) have permissions to access the sheet AND b) haven't accessed it or changed anything within the last 20 days. THEN Send a message including a link to…
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Mapping data within a hierarchy
Hello, I hope you are well. I'm trying to find a way to collect information within a hierarchy on a sheet. I need to gather the last date for a column within a level of the hierarchy and display this date in the parent cell of this hierarchy, regardless of whether new rows are added during the project's development. The…