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Reminder Automation - Help Needed
Am I overthinking this? I have a sheet set up to send out a notification when someone is assigned to a row. I am looking to also send a follow up reminder after 5 days if the assignee has not taken any action. However, both the notification automated email and the reminder automated email are sending at the same time. Any…
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Automation Successful but some actions not completed
Hello! I'm trying to help a coworker who used the Individual Work Hub template. The automated workflow for "completed" tasks returns this error: None of the rows marked "Completed" moved. Then I tried to manually move a completed row to the completed sheet and I got this error: But I was able to manually move a different…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Copy Rows to Another Sheet not working - Column has the same name as a system column on the source
Help please. I am trying to set up an automation that copies data from my Main Purchase Request Sheet to my Line Items Sheet. However, I keep encountering an error message stating, "Rows can't be added to the destination worksheet because a column has the same name as a system column on the source sheet." Here are the…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
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Report Creation tool within a sheet
One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a…
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Hierarchy automation workflow - subtasks inheriting data from parents
In the automation workflows, we need an action that will allow us to drive hierarchy related automations. The obvious one that lots of people want is to simply inherit data from parents. Using formulas in the sheet view is possible, but it's limited and very clunky. I've attached a simple image showing what I would want.…
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Assistance Needed with Date Archiving Automation
Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows. I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving…
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Sequential Numbering Autopopulate Row
Hi all! I am trying to create a formula where every time I add a row, it aligns with the next number in the series. If it reaches a level 1 row however, the series goes to the next whole number. I wrote out manually what the numbers should be but I would like a formula to apply this automatically when i add a new row. Im…
