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Is there a way to check a box in a sheet based on data and checkbox in another sheet?
In this scenario, Index Smartsheet automation is to happen based on data in the Licensing Smartsheet. More specifically - Check box in Ready To Start E. cell in Index Smartsheet when Licensing Smartsheet States To Be Filed (checkbox) is checked and ALL states to be filed Filing Status's equal “Complete” and ALL states to…
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Send to Contact in a Cell Limitation
Is there a limitation as to the number of email address that can be entered into this workflow? I have an alert that I want sent to 3 different email fields within the Smartsheet. However, the automation tool is only displaying 2 of the 3 potential "Conacts in a cell."
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how can i sync dates in a column with formula?
Hello, below, I will explain to you the calculation of the termination notice period before the expiry of a contract and the sending of the reminder e-mail to the responsible person according to this notice period; 1- In the first step, I enter the end date of the contract and the notice period on a daily basis. 2- The…
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Assigning an auto-number
Hi I have a sheet that is populated via a form and if questions are answered in a certain way it copies cells to another sheet. Once the row has been copied to a the other sheet I have other update workflows that are triggered. The problem I am having is I need to be able to assign a unique ID to the row being copied, but…
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Track inventory movement in multiple warehouse locations
Hi, We would like to track inventory movement between multiple warehouse locations, there is no need to track stock value/sales, just need to track inventory movement between locations and the inventory balance Warehouse: Warehouse A, Warehouse B Item: Item A, Item B Current Stock: - Warehouse A, Item A: 15 - Warehouse A,…
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Auto-populating sub-tasks from Form.
Hello. I have a list of tasks, assigned to different people, that have to happen each time a new topic comes up. Ideally, when a user submits those topics via a Form, I would like that list of tasks/assignees to auto-populate as sub-tasks below row of information that was submitted from the form. Is that a thing that can…
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Approval Chain
Hi, I am trying to set up a work flow with the approval chain below: Someone submits a form, it gets sent to a Manager for approval. If approved, the employee gets an email stating such. If it is denied, the manager can add notes on what to fix, it gets sent to the employee to fix. I have that workflow set up. However, I…
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Is it possible to fill a column without Drag-Fill
Hey, I am new to smartsheet and hope you can help me with this: I want to write something in the top data field and then the text, number or date should be automatically copied to the rest of the column. I found this site: Create a Series of Numbers or Dates with Drag-Fill | Smartsheet Learning Center But the process there…
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Setting up Automation correctly - TODAY()
I am using a To-Do-List in Smartsheet that works well. As new tasks come to hand, I drop them on the list for future action. I have a simple automation that emails me at 8am for any tasks that have a Due date today (and not already completed). What I would like is for the Automation to email me for all activities that are…
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Automations not sending notifications
I searched through many posts on this same issue and followed those instructions, and still can't get a notification! I would like an email to be sent to me every time I assign myself to a task. I have attached a screenshot of the workflow. I have also done the following: Checked the box in Notification Settings to…
