Automations
Discussion List
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Smartsheet Automation - Request an UpdateIn Using SmartsheetHi There, Is there a way to request an update to a team, but only have them able to edit selected items and not the full sheet? They still will need all the information, but want to minimize the risk of errors.
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Automatically move a sheet within a sheet?In Formulas and FunctionsHi. So I have created a production sheet that displays all my projects and where they're at in its state (Phase 1 through Phase 5). For example: Phase 1 Projects: Project 1 Project 2 Phase 2 Projects Project 3 Project 4 Phase 3 Projects P…Answered - Pending Review 23 views 7 comments 0 points Most recent by Andrée Starå Formulas and Functions
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Automation 'Copy to another sheet' doesn't workIn Formulas and FunctionsI have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1. I've tried a couple of times and non of my rows are copied. To test it, I added to the same automatio…
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help to run holidays for all our staffIn Formulas and FunctionsHi all I need some help, im trying to use smart sheet to run holidays for all our staff. I have a main source sheet for all the staff where all the calculations are taking place. i then have separate department sheets running with booki…
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Update Request email text is not sendingIn Using Smartsheet(File) Hello. I have an automation setup to send update requests to others in my team. The automation itself works fine with the conditions that I have outlined, but the issue is that the email notification text I have entered doesn't send…
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When move/copying rows, how to prevent new columns being added in the destination sheet.In Formulas and FunctionsIn Smartsheet's article, it's stated that "If the source sheet contains columns that the destination sheet does not, these columns will be created in the destination sheet when the row is moved or copied." Is there anyway to prev…Answered - Pending Review 23 views 4 comments 0 points Most recent by Andrée Starå Formulas and Functions
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Sending An Update Request after 30 DaysIn Formulas and FunctionsHello! I'm trying to send an update request to be alerted during the following time periods: 30 days after the initial row was added 60 days after the initial row was added 90 days after the initial row was added I have an "entry date…
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Automation Email Attachment OptionsIn Using SmartsheetHello, I am not sure if this is even possible, and not normally how the automation process is used, but its worth a shot. Is it possible to set up an automation to email someone form a contact column, with the email containing informatio…
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Can we decide who receives emails when the comments are added?In Using SmartsheetI use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example:…Answered - Pending Review 12 views 2 comments 0 points Most recent by Nikhil Bhardwaj Using Smartsheet
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Automated email subject line textIn Using SmartsheetSo, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [tit…
