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automation failures
Both of these extremely basic automations fail to populate the requested fields. A form is used to add rows to the sheet, so I realize the status (1) default could be set on the form, but why doesn't this work? It should only trigger on new rows and should not require the additional criteria of "status is blank" because…
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Automating Document Generation and Print
We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document…
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Automation to change a date column from another date column?
We have a project intake sheet and a status sheet. When a project estimated completion date is changed on the status sheet, we want to update the intake sheet to reflect the new date. However, Smartsheet Automation can't change a date field with the "Change cell values" action and the "Record a date" action will only…
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Is there an audit trail, activity log, or report that logs automated workflow activities?
I'm looking for a log or report that notates when automated workflow activities occur. For example, I created an automated workflow to send notification emails when certain conditions are triggered in our sheet. I don't necessarily need a read receipt, but was hoping to find where SS might log "message sent". I looked at…
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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…
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Automate Generate Documents
Is there a way to automatically generate documents when a new row is added?
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Setting Automated Alerts based on last modified date column
Hello team, I am looking to set up an automated alert based on the last modified date column within my sheet. The purpose being an alert sent out to my team on entries that have not been updated within the last 3 days. I have not found a way to do this and after searching the forums I also have not found an answer for…
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Auto Assigning Values In Smartsheet
Hi All! I'm back with another project for work. This time I am trying to auto assign values to a column. Essentially we have tasks as rows, and one of the columns in the row is percent completed. I would like for the value of percent completed to auto-fill to 0 Whenever a new task is made, and leave it up to the employee…
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Health Status Formula RYGG
Hello, I am new to smartsheets and I am having difficulties setting up basic Health Formula with RYG+Gray bullets based on Status (Cancelled, Delivered) and Due date column. GRAY when Status is Cancelled RED when Status is Delivered, but after Due date GREEN when Status is Delivered till and on Due date YELLOW when none of…
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3 Month Compliance Tracking
Hello SS Community! I've read lots of answers over time but never asked my own question so here goes nothing! I need to create a tracker for individual employee Compliance for training. We have many tests that each employee performs, but they must stay compliant within 3 months. They can't go 3 months without doing one…
