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Can I get alert for update request in Microsoft teams? (not as a bot, but as in team's chat)
Hi All I am trying to send an update request via microsoft teams and I successfully set up a workflow. But, the problem is the link to update the request is only coming from a bot of smartsheet rather than into the team(group) created. Under group, it is giving just a message that this user made an update. Is there any way…
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Process flow that also includes daily task checklists
I am new to SmartSheet. I've developed a comprehensive process flow for our recruiting process. It has the tasks to be done, start/completion dates, who they are assigned to, and other steps. But there is one thing I can't figure out. Within the process, there are certain action items that need to be done on a daily basis.…
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How to configure direct message update requests in Microsoft Teams
Hi everyone, I've integrated Smartsheet with MS Teams and have successfully sent notifications to a channel. I would like to add Update Requests in Teams direct messages but am unsure how to get it to work, and am finding little useful information on how to do this in a step by step manner. All I see is direction to enable…
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How can I set a workflow/automation for subtasks?
Hello! We're currently trying to set a workflow so that a notification by e-mail is sent seven (7) days prior to the projected start and the projected finish. Our goal is that this reminder is also sent for the projected start and finish established for subtasks. Nonetheless, my experience so far has been that a…
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API Questions
Hello, I'm new to Smartsheet but an old hand at data analytics. We have a group using Smartsheet to manage their project data, and they have asked to have their data merged with other in-house databases to provide consistent reporting. We are looking at using the API to set up an automated process to read their sheets and…
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Add a Formula to a Cell Using Automations
Is it possible to add a formula to a cell using an automation? I attempted to do this using the Change cell value action, but it only adds the formula as text. The sheet does not recognize it as a formula even though I did start it with an "=". I'm trying to populate the value of a cell with data from a cell in the same…
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Pivot App Not Working Consistently
Hello- I have a pivot workflow set up to run hourly however it looks like the pivot app is not running consistently. It did not run an hour ago but it ran twice two hours ago. It also didn't run 7 hours ago but ran twice 8 hours ago. I have this feeding a report that is automatically distributed at 5pm everyday so it went…
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Change Cell Value Automation for rows created in the past
Can you use the "change cell value" autopmation to update rows created in the past? Example. When you create a new status update row on a sheet can the automation change the status of an old status update to "not applicable" or does the automation only interact with newly created rows?
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Auto-populating a range of columns with a number based on dates in 2 other columns.
Hi, I am having difficulty figuring out how to auto-populate a range of columns based on dates from 2 other columns. For example.. A contract's start date is Jan 2022 and its end date it October 2022. The value of the contract is 10,000 USD. I would like to populate columns Jan 2022 through October 2022 with 1,000 USD in…
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Additional Options in Row Copy Automation
Please add an option to add row to top. "The row will be placed at the bottom of the destination sheet and can then be manually dragged up or down to a different location."
