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Copy automation causing mismatched rows
Good afternoon, Can anyone explain to me how to avoid this issue when doing sheet to sheet copy automations? I will provide a screenshot below. It seems that I will put something on sheet 1 and when I refresh sheet 2, it is further down.
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Is it possible to automate link creation between 2 smarthsheets?
Regarding the question above, consider a scenario where 1 project requires 2 linked smartsheets. Now consider a scenario where 50+ projects each require 2 linked smartsheets and a new project is added to the que 2 or 3 times a week. Is it possible to have two "master" smartsheets linked to each other that can be copied and…
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Automated Workflows - Notifications not sending on Teams nor Email
Good morning everyone and happy Monday, I have been trying to sent automated notifications for my smart sheet but I can't seem to get it right. The smart sheet is shared in a public workspace and everyone in that workspace has permission to view/edit the cells. When the conditions of the workflows are met however... I…
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Copy Automation
Does anyone know of a way to use the copy automation without copying EVERY column of the original sheet to the new sheet? Also, can I make it so that the sheets constantly create themselves every week while constantly updating the corresponding sheet using automations?
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Automatically generate parent row with child rows via form?
Hi! I'm trying to modify a form with a simple grid sheet so that the input of new information via the submission of the form will cause another sheet to automatically generate a blank parent row with (1) the information from the original form and (2) attached child rows. In other words, the ideal final process would be:…
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Automation Issues
Good Morning Everyone, Happy Friday, I am relatively new to smart sheets and had a question in regards to the automation feature. So I have this sheet specific to techs out in the field and once they fill out what they are suppose to, they are able to check off a box for completed work. That will automatically trigger the…
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Including Row Comments in a Message Only Alert Someone Notification
I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has…
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Automated Workflow is saying it's triggered but not sending email/showing up in updates list
Hello, I have created a few automated work flows that are to go out monthly. The automation went out just fine last month, but now after updating the information to be the next month, it says it was triggered, but does not show up in the Update Request log. I set up a whole new workflow as a test and neither of the…
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Hierarchy issues
Hi everyone, I have been pursuing the forum but I can't seem to find the answer. For some background, my company had a team that set up our Workspace and sheets. One of my coworkers was also the admin but recently left for another job. I have been tasked with taking over admin/owner duties now. I understand the basics and…
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Automation in Portfolio Rollup Sheet Not Working Properly
I have a portfolio rollup that is exclusively made up of cell links from all of the metadata sheets from the various projects we are tracking. In an attempt to remove the complexity of managing the project I wanted to automatically archive metadata lines from the rollup via automation. An example of the process flow is:…
