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"Send to specific people" workflow reset when sheet is copied
As a project manager and smartsheet admin I have found it very useful to setup workflows that notify ME when other people make changes to smartsheet, however, I find that whenever I create a template from a sheet with all of these workflows setup, or even just "Save As" one of these sheets, all of the selected people in…
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How to indicate the Top5 from a smartsheet with Case-insensitive criteria?
Hello! This is my second question here. The community was incredibly helpful for the first one! :) - I want to pull the Top 5 Customers with more active projects from a project tracker (the user inputs project ID and from a data pool, the Customer Name and other info are pulled) to a dashboard chart. So far, I am using a…
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Smartsheet automated alert using Outlook Mail Group email ID: HELP needed
We are setting up alerts via automation and using an Outlook Mail Group email ID (CSIHOpExTeam@iqvia.com). This is NOT sending emails to outlook like usual. Has anyone been able to get this to work? Do we need to have our Smartsheet Admin do anything on the backend? We are doing this in case the person in charge of acting…
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Cross Sheet Formula with One Criteria
Hello, I am creating Smartsheets for quality assurance testing. Sheet #1 will be the test scenarios and steps taken. The row will include a drop down menu to indicate if the step passed, failed, etc. I need a formula that if "Fail" is selected from the drop down menu, the step's ID # will automatically pull into Sheet #2…
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Request an Update
Hi I'm using the "Request an Update" function in automation and this works ok, I've noticed though that due to no fields being mandatory that a user can just submit the form without making any changes. The snag here is that I have another automation function setup based on a row change but this won't fire if a user submits…
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month. Ex/ We have a Practice…
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Date update by a day but only when a box is ticked
Hi all I have a sheet which has a deadline on it. This deadline may be extended for a variety of reasons (unable to get parts, Waiting for a return email etc) Is there a way to have a check box that, when ticked, It'll add a day to the deadline automatically as it passes. At first, I thought this would be possible via…
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Auto-populate a form field with the result of a formula in the sheet.
I have my sheet set up so that when I click the generated URL, certain fields of the form that the URL leads to are auto-populated with values from the same row. My issue is that it seems like I can only auto-populate manually entered values and not values generated from column formulas. Is there a way to do this? Maybe I…
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Copy to another sheet without duplicates
Hi, is there any way to set up a copy row by field type to another sheet automation without ending up with a lot of duplicates on the sheet it copies to? Thank you
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How would you set up a notification when a call has a certain amount or above ?
I'd like to receive a notification when a cell has reached any amount above 50 000$. I can set a notification when a cell has reached a specific amount, but I need any amount above 50 000$.
