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Multiple cells locked to single formula in same column
I'm relatively new to Smartsheet and use it as a tertiary tool, so apologies if this is a 'basic' question. What I want is to tweak a formula on one row of a column and have it apply all other rows that reference that cell in the same column so I don't have to copy the tweaked @row + Parent, Children, or Ancestors…
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Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
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Workflow History
Is there a way to access workflow history as an admin/creator of the sheet. It would make testing new workflows much easier if I could see when they had run.
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Conditional Formatting To Red out a Row, if ID# has been used before
Hi all, I am trying to create a conditional formatting to mark a row Red if the ID# has been used before. I have plenty of conditional formatting experience however I just can't seem to figure this part out. Basically in a list of projects I.e 1,2,3,4,5 they move at different speeds and sometimes a project wont be on a…
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Automation to send past due notifications to members
Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…
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Simple Sum question
This is a simple one but just having a hard time getting it to work. I have multiple clients who purchase a variety of products per invoice. I need a Sum of the Product Type per Client. I've attached an image. For example, I'd like to know Sum of Product 1 for Client 1. In this case the running total =5. I realize I could…
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Smartsheet Automations
Hi Smartsheet Community, I need to create a Smartsheet Automation to move rows into an archive sheet when record id appears in the Primary sheet, but does not appear in the Uploaded sheet. Another Automation that I need to create is to copy rows into the Primary sheet when the record id appears in the uploaded sheet but…
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How to set the reply-to on notification emails?
Hi, When the automation send notification emails, most of the time the reply-to is the sheet owner but sometimes it is the person who modified the sheet. Looking at the documentation, I found this article: Overview of Automated Notifications Sent via Smartsheet | Smartsheet Learning Center The article says this: "In most…
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Can I copy a row to another sheet more than once?
Is it possible to copy a row to another sheet and have it copy multiple times on sheet #2? For example on sheet #1 I have a project with multiple dates for different deliverables within the overall project. I need these projects to copy over to a 2nd sheet where we get a separate line for each date. Right now we are…
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Does anyone know why a link to an attachment would expire in 14 days instead of 30?
We have created automation to generate a document based on a submitted request. Automation then sends an email with link to our case queue to be parsed out to the appropriate people. Everything I can find on attachment links indicates they expire in 30 days or when accessed 100 times. Our attachment links expired in 14…