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Template Workspace / Copy Row Automation
I am using Control Center to deploy projects. Inside the template are workflows that copy rows to another sheet inside the same template. When a new project is made I have to go edit all copy row workflows as they continue to point at the template and not point to the new sheets in the new project. Am I doing something…
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Workflow for Monthly Rollup
Hi! I am attempting to create a workflow that sends a report to an email on the 1st of every month with entries made to a sheet from the prior month -- I can't seem to figure it out. Example: on 11/1/22 an email containing a report of all entries made in October. Thanks for the help!
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Broken Workflow Report
Is there a way to run a report (or an easy search) which lists which projects (over 300 of them) have a broken workflow, rather than checking each one individually to see if the automations are broken?
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If Statement to Change Drop Down List Value
Hi all! This is more of a clarification to another question than anything else. I have a column of drop down lists ranging from 0%-100%. With that being said, the default value is blank, if would like to make a column long formula that does the following; if the current cell is blank, set value to 0%, else do nothing. I…
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Auto Reminders
Hello, We are setting up a workflow in smartsheet that once submitted via form, will flow from one approver to the next. There is no standard as for when the entries will be submitted. I need to set up a reminder for each approver so after 48 hours, if they have not approved, they receive a reminder that an action is…
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Update Request to Update Sheet Summary Fields
It would be nice to send an automation that requests an update to fields in the sheet summary.
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Archiving rows with formulas that reference other sheets
I've build a pretty large Smartsheet for tracking data yearly contracts for each of my 60-70 clients on therapy caseload with formulas in each row that reference other sheets and pull numbers from daily log forms. I need a simple process for archiving a row when the year contract is complete. I want to save a snapshot of…
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Data Shuttle Conditional Formatting?
Hi all, I had a chat with Pro Desk, and they couldn't come up with an answer for my question, so I'm turning to you all :) I have an Excel data source with project information that I receive every two weeks. One row = one project. One of three things could happen to this data source: Existing data updates Data is added as…
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How can we automate a quarterly email with Smartsheet content in the body?
We have a Smartsheet with some content that I would like to format in an email in such a way that recipients are able to act upon information without needing to look at the Smartsheet. We have a list of Key Users in a column who I would like to send an email each quarter. If possible, I would like to include the name of…
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Nested if helper column to set project size
Hi all, I am trying to create a nested if statement to set the project size to Small, Medium, or Large based on the estimated number of hours that project will take. This is what I have: =IF([Est Effort (Total Hrs)]@row = "30-120 (2-3 weeks)", "Small", IF([Est Effort (Total Hrs)@row = "120-320 (1-3 months)", "Medium",…
