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Copy row with no hierarchy on one sheet and make it a child on another.
I have a been working on building a asset inspection tracking workspace. I currently have 4 sheets built for it. The first, Asset Master List, has all of the assets and information about the asset built into it. This sheet was built from an Excel Import. The second sheet, Inspection Form, has all of the form responses for…
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Custom Serial Numbers
Hi there! I want to be able to assign a unique serial number to each newly populated row. One of the columns, "Type", determines the first letter of the serial number for the respective row - the prefix - and the suffix is a three digit number (starting at 001) that increments by 1 determined by the prefix. For example: In…
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New to Smartsheet Tips?
Just started a new job. Company is new to smart sheet. Right now I work in data entry and basic automation. Eventually working towards full processes and product creation. Does anyone have any tips or tricks that I should know to help work through it. So far I enjoy using smart sheet and would like to learn more.
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Merged: Automation Action to calculate a Variable Value
This discussion has been merged.
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Do formulas not work in automation?
I'm trying to make new rows copy the cell in a column under a parent but this doesn't seem to function. Am I missing something? When I run this, it posts '=Parent() which doesn't help me.
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Providing email response to submitter of a form
I want to set up an automation to email data collected in form to the person who submitted the form (I collect their email in the form).
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Automation - include dynamic info from fields without losing single update request functionality
Hi! I'm looking at using Smartsheet for client SLA reporting I need to gather data from my team(s) per client, per market. I'm using automation to request an update (as below) I'd like to make use of the the {{ }} part of the automated email body, to indicate the client and the market specified as below, so I don't have to…
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Is there a way to set up automated reminders for just specific columns in a sheet?
I'm working on a sheet that has lots of columns, so want to create an automation to remind people to only update specific columns on a biweekly basis. Is this possible?
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Smartsheet checkbox automation triggers email notification to email in field
Hi Smartsheet Smarties! I need your help! I have a Smartsheet with a form that people fill out requesting time off, including their email. There is a checkbox (not included in the form) that is to identify management approval. I would like to set up an automation that would email the person who filled out the form (field:…
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email automation for children
Hello, I am interested in creating automation to send an email when a date is past. I would like the automation to focus on the lowest level of hierarchy to assess whether the date has passed. I intend to make one assumption that a parent row always has "Knowledge Sessions" to indicate the automation follows. Notice the…