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Data transformation during Excel Import
Dear SS community, I'm exploring the use of Smartsheet for payroll whereby I import 3-4 different and formatted Excel files to SS. The challenge: the excel files are formatted (think merged columns, etc) and aren't easily convertible to a .csv. Currently, I have multiple excel macros that strip formatting and walk…
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Automation before Calculation (Dynamic View)
Based on testing, automation is happening before cross reference calculation has completed. Rows are added through Dynamic View (DV). After a new row was added through DV, the calculated field (cross reference) was #INVALID. After 1-3 seconds it appeared correctly. Creating a new row directly on the sheet calculated faster…
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Automated Alerts - Comments
In an approval workflow when someone is notified on the Approved/Declined status, we have built a "message only" alert back to the user who submitted the request. The user will never be shared to the sheet and so the option to include a link to the sheet with selected columns included is not an option. Is there a way to…
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Problem with Automation - Conditional Path
I have automation set up to work off a checkbox column. When I check the box, I want four separate emails to go out to four separate groups. Each group's email provides a distinct link specific to them. The automation is set up for "message only" - no links to the sheet or specific fields. The automation permissions are…
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Why do my automation rules take 1-3 minutes to update when trigger is "when triggered"
I have been trying to create several automations that simply update a field based on the data in another field. Example is when Status = Complete, update % Complete to 100%. OR When status = Complete update a comment in the comments field. No matter what rule I create, it takes upwards of 3 minutes for the changed cell to…
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Automatic Parent/Child Assignment
In my organization, we have ID numbers for tasks. They go something like this: Top Level: AB Second Level: ABcde Third Level: ABcde1 Fourth Level ABcde1.1 Where ABcde1.1 is the child of ABcde1 which is the child of ABcde which is the child of AB. Is there anyway to automate the parent/child relationships based on the value…
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Searching for the nearest date in another sheet
Hi everyone, I would need a formula where it picks the nearest date in the past related to today's date in another sheet. To give more context, the other sheet always shows Mondays as dates. I tried Index and array but it seems not to work. Would appreciate a template. "Today's Date" cell is based on a formula, I inserted…
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Automated symbol isn't switching
Hi everyone, I am trying to automate symbols. The logic should be if the specific cell is below 90% then mark it as a red symbol, if it is greater than 90% mark it as yellow if it is greater or equal to 100% mark it green. This is what I got: =IF([Actual vs. Target Sq ft. Produced]@row < 0.9, "Red", IF([Actual vs. Target…
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NEED TO ADD LAST COMPLETION DATE IN COMPLETION DATE COLUMN
I have the following columns that are linked to another smartsheet: Citrix Status - Network Status - PC Status - Phone Status - Completion Date When all columns have the "Complete" status, the Completion Date will register the date of last row that changed to "complete" status. NOTE: The Record a date automated workflow…
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Populating a Smartsheet from an Oracle SQL DB
We use a smartsheet to track the progress of investigations on my site. The investigation ID, description, etc. are stored on an Oracle SQL DB and I'd like to autopopulate the smartsheet with the relevant fields. Is there a way to do this? I tried Power Automate but my organization does not currently support the Smartsheet…
