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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Automation Workflows
When using automated workflows, a random workflow is sending an email notifying "specific people" of the change to the row, when in fact the change was not related to that workflow. Essentially, team members are receiving multiple email notifications in error. Only one workflow should send the notification but a second…
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Request for Update Report (or something like it)
Hi there! I'm hoping this group can help. I'm building out program/project management & tracking at my company. We have 8 grids (one for each dept) that funnel into multiple reports and dashboards. Within each grid/sheet, there are multiple projects that have CHILDREN project plans nested underneath. We want project owners…
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Option to Add Step After Generating a Document
We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row. Feature…
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Function to prevent the same task from being performed twice
When uploading a document to a row, the user is able to choose new document or new version of existing document. The system somehow recognizes the previous document that has already been uploaded to a row. Can Smartsheet create an enhancement by using the same logic to recognize a previously executed workflow, automation…
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Show time between records in Reports
Every day we need to export the file to Excel to check the difference in times between records. If Smartsheet had a report function, it would be incredible. For example:
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Merged: Proof Linking automated notification
This discussion has been merged.
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Help with automation to find bad formatting
I have a sheet accessed by monkeys users who keep managing to muck up a currency column. They are either pasting in amounts from some other source or literally typing in the dollar sign followed by a number, or something. The result is reports that lose their currency formatting. Smartsheet seems to treat these bad entries…
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Automation to Send Notification to Shared Mailbox
I am trying to send a notification to a shared mailbox, when a row is added (from a form), with certain criteria within one of the fields on the row. Ideally this row would contain the information from the submission (similar to what is sent when submitter selects 'Send me a copy of my responses'). If this is possible,…
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How to maintain formula generated data when a line moves to another sheet
I have a sheet that is arranged with parent/child lines to track new recruits for positions within the company. The parent line is the position name and the child lines are the individual recruits being considered. When we're done hiring, we'd like to keep some recruit's info for future hiring, but in another sheet. I set…