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Need help on a Simple Automation to send an email notification
I am still pretty new to Smartsheet and although I have set up a few simple Automation for some Smartsheets, I'm having trouble setting up my current one (I am not getting the notification Emails). There is a column in a Smartsheet (LV Complete (Actual) that is auto-filled in from another Smartsheet that I do not have…
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Arabic Charecters are not generated in filable pdf :(
Data in Arabic charecters/letters in my sheet are not verified/seen when generate filable pdf doc and instead it shows blank space. This issue only when generate local PDF doc , Google Doc are fine to read arabic data from smartsheet How to get our Arabic data exported to filable PDF feilds ? 😔
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I set up an automation that isn't working when triggered
In my Smartsheet I have an Install date column. I'm using this to schedule software installations and the dates may change. I set up the following automation and I tested it using fake store information, but real dates and so far it's not triggering the automation. If I change the date in the Install column to another date…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…
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Global Automation Permissions?
Are there global automation permissions, where the Limited option can be set across the board? All I could find was Permissions in Security & Controls. For any new sheet created, I want to default the Automation Permissions setting to Limited. Not sure if I'm overlooking something simple. Thanks kindly!
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Capacity vs Demand Utilisation RAG Column
Hello, I'm looking to create a capacity vs demand utilisation RAG Column where it will appear with Red, Amber, Green for the following rules: Green: Total Q1 Capacity = Q1 Total Demand Yellow: Total Q1 Capacity > Q1 Total Demand Red: Q1Total Capacity < Q1 Total Demand Kind Regards, Luke
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Copied Dates Not Triggering Automations?
Hey there: I'm having some problems with automations: I often have a batch of rows that share a trigger date. If I manually enter a date for the first row, and then copy and paste it into the subsequent fields, the automation is ONLY triggering for the first row. Is this a known issue?
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Date stamp does not trigger when Health changes in cell for a referenced value from another sheet
Hi all, I've followed the article Set the current date with the Record a Date action | Smartsheet Learning Center and was unable to get a date stamp to populate in a cell when a project's Health changes. Essentially we have a Project Rollup sheet which lists all our projects provisioned via SCC and the health values are…
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Rolling Months on Pivots and KPIs
I have a question on how to update my KPI's where the data populates by month and will automatically start copying from the new month while dropping out an old month that is 13 months back? This will always show me the latest 12 months. I have multiple sites that I am running the reports from and would like to automate…
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Request an approval (Short-Circuit existing tasks once one approver completes)
Hi all, I have a scenario where I need to send a 'Request an Approval' automation to a group of people. However, I only need one person to complete the approval for it to finish the approval. Right now, it appears that Smartsheet defaults sending a task to each person listed under 'Send to specific people'. So either…
