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Can you auto populate created by via form?
Is there a created by workflow for forms for whoever submits? Been looking to add this function but whenever I try to do this via the sheet it only gives me created by = web-form@smartsheet.com
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Automation Testing
I am currently working through some automations and some different ideas on how to get them to work the way I want. However, the particular automation that I am working through (as far as I can tell) only works when it is run at a particular time (hourly, daily, when a date is reached, etc..). Is there a way to test these…
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Issue with Date column with formula =today()
Hey Smartsheet community Has anyone encountered this issue where the Date field with the formula = today() is not updating on its own until and unless you open up that sheet? I have a sheet which powers my Dashboard and I need to open up this sheet so that the date column reflects todays date and hit save, else it will be…
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IF with INDEX MATCH
Hello, I would like to check a box on one sheet, if a box is checked on a different sheet, matching certain criteria. This is what I have so far: =IF(INDEX({Current Estimates Range 1}, MATCH([Project Name]@row, {Current Estimates Range 2})) = 1, 1) If the Takeoff Information Column is checked on this sheet, then check the…
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Merged: Automation Action to Record Date AND Time
This discussion has been merged.
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Weekly Automation occurred day late, why?
Hi I am setting up a system to automatically track the weekly change in a log, and requires more than one sheet to pull off. Timing is very important to ensure the right information gets copied/cleared/used in formulas. However most of the automation went off without a hitch is seems, except one step failed to trigger at…
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How to display "closest matching" rows based on an "input" row?
Hello all! I've been building out what is essentially a database to track information related to customer orders of a specific product. The product is essentially custom tailored firmware - specifically, automotive engine tuning files. Most of the information is provided by a customer through a form, some is manually input…
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Sheet Summary for Time Savings/ROI
My team uses several sheets to automate entire workflows. What I would like to do is assign a "value" to each automation, so every time the automations run, it summarizes the "value" at the sheet level. This would be an easy metric to supply to leadership when they are looking to cut costs. As an example, Smartsheet may…
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Sending Scheduled Reports
Hello, I have a project with many tasks, and created a report that pulls in any outstanding tasks based on who is assigned in the Assigned To field. I can download the report and send to them manually, but this project runs for the next 8 months and wanted to see about automating the report to send on a weekly basis. I did…
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Can I force a specific row to copy to a sheet if the automation failed?
I have a formula that triggers a row to copy over if a certain condition is met; the submission for this particular row was not met and the cell that was wrong had to be updated. Our team has updated this cell; however, the row did not copy to the next sheet. Can I force just this row's automation to have it flow to the…
