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Sheet Summary for Time Savings/ROI
My team uses several sheets to automate entire workflows. What I would like to do is assign a "value" to each automation, so every time the automations run, it summarizes the "value" at the sheet level. This would be an easy metric to supply to leadership when they are looking to cut costs. As an example, Smartsheet may…
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Sending Scheduled Reports
Hello, I have a project with many tasks, and created a report that pulls in any outstanding tasks based on who is assigned in the Assigned To field. I can download the report and send to them manually, but this project runs for the next 8 months and wanted to see about automating the report to send on a weekly basis. I did…
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Can I force a specific row to copy to a sheet if the automation failed?
I have a formula that triggers a row to copy over if a certain condition is met; the submission for this particular row was not met and the cell that was wrong had to be updated. Our team has updated this cell; however, the row did not copy to the next sheet. Can I force just this row's automation to have it flow to the…
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Customisation of emails not working????
I use automation a lot including notifications and update requests. To limit the receiver's access to only the fields I want them to update (otherwise they go wild) I select the fields for update but put all the other pertinent (not to be changed) information in the customised message using the {{field name}} function to…
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Last Modified and Latest Comment fields for rows copied via workflow automation
Hello, I have a workflow automation configured that copies a row from one sheet to another based on certain criteria. Two of the columns that are copying based on this automation are the Last Modified and Latest Comment (AMAZING addition, btw) fields. Over in the destination sheet, these two fields seem to retain their…
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Sheets in Reports
Hi there, I have a question and an answer is greatly appreciated! I have a report that pulls data from standard sheets across all workspaces we have. I need that same information to be pulled from every newly created workspace in the portfolio without me having to add those sheets manually. Is there a way to automate that…
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Automation Error
Not sure if this is the right place for an automation error or not. I have previously asked about returning a value once (not sure if my link would work for everyone or not). I was able to get it to work with a metrics sheet, a helper column, and a copy rows automation. However, the ID I used for that one, is only valid…
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Is it possible to set up a recurring update request that keeps sending until all cells are updated
Hello, I've set up a sustainability tracker for a team at my organisation and they are hoping to limit who access to it, whilst still wanting input from certain collaborators. My idea to achieve this would be using an automated workflow - namely an update request. I'm wondering if it is possible to set up the update…
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"Change Cell" Automation Not Working
I have created an Automation that auto-assigns a technician based on names in another cell within the same sheet and it is not changing my cell values: The Trigger is set for when a row is added (rows are typically added in bulk as a copy paste from an Excel File) The "Audit Assigned to" Field is a single-select dropdown
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Workflow to Automate Document Generation?
What's the simplest process for using "Document Generation" when a new "Form" is submitted? Does anyone have a workflow that can automate this process without the need for a "Gatekeeper" or someone manually generating the row-level document after the form is submitted? Example - We have a PDF form that requires a signature…
