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How do I override a row in a secondary sheet when the info is updated in the master sheet?
I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row…
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Automated Data Export
Hey All, I have a problem that I have been struggling to find an efficient solution for regarding how to routinely get form data out of smartsheets. I am hoping for ideas, advice, and/or secure tools that you all may know of to help with that. For context, below is my current issue/goal and what I think is the best…
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How to troubleshoot workflows deactivated due to an infinite loop?
The system notification that I get is not helpful at all. How do I figure out what I need to change to make my automations work?
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Jira Integration - follow Row across sheets
I have a workflow for my team that uses 3 sheets. All requests come into the 'Intake' sheet using the Smartsheet form. Once approved, those rows are moved to the 'in progress' sheet. Once completed, those rows are moved to the 'completed' sheet. I have certain requests that require I engage a separate team which works out…
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Assigning Contact Based on data in another sheet
Here's the rough scenario. I have 500 students who are divided up among 20+ teachers. When I choose a student in one column, I want to auto-assign their teacher in another column. I do this in Google Sheets with a formula, but wasn't sure how to go about it here. Let me know if you need more clarification. Thoughts? Gillian
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Smartsheet Form - Latest entry is the only "actively" reported
Hi, I have a form for people to fill in that reports how ready they are for security. As this is evolving they can be expected to fill this in from time to time to measure how ready they are. So I only want the latest line from the form to be reported on. My system in place for this at the moment is to have a "Constant"…
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Automating Time Spent
Hello, I've been reading through various articles, threads, and Google searches looking to see if there was a solution to calcuate how long it takes to complete a task. Currently, I have a sheet user inputing a new row and the first portion of data, lets just say columns A:D. Then, they save and work in another system.…
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Automating template sheet set cloning & distribution upon new form submission
I am working on a new process for tracking business. I have found a template set - RFP Processing - that seems to match to get me started. I have a form that writes a row to a specific sheet. What I want to do is have several template sheets be sent out to specific persons to start their tracking work. I have a trigger and…
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Year Support Contracts - Automation to update end date
We use the following formula to populate the end date of a one year contract. Namely if it starts the 1st Oct 2022 the contract expires on the 30th Sept 2023. This formula works for every other day in the month except when the renewal falls on the 1st ? =IFERROR(DATE(YEAR([Support Contract Start Date]@row) + 1,…
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Updating/Refreshing my file from a different website?
I have a file that I need to use updated fuel pricing at all times. The website my excel file is linked to updates once a week, usually on Tuesday. Need: How can I have this sheet refreshed from the website (EIA.gov) onto my Smartsheet file? Nice to have: I would like the data point I use on the sheet to be rounded to 2…