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Email to Name Automation/function
Hi, Is there a way to change an email, entered into a cell, to the name of the person? I figured that I could created an address sheet and use a cross-sheet, matching/index, formula. However I am hoping that there is a more simple and less time-consuming way. Any information would be helpful, thank you!
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Can an update request be sent more often than once a day when it is set to be time triggered?
It has to be via time trigger since I have to send multiple rows for updating
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Workflows not functioning after Smartsheet copy
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
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Automated import of data
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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How do you automate a status updates in smartsheet with IF formula?
My organization would like to automate the statuses in a project plan. Could we create an IF formula to accommodate this logic? Examples: If the start date is in the past and the percentage is 0%, put status in yellow If the percentage is 100%, put the status in green If the end date is past due, put the status in Red
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View form submissions in form format rather than sheet
Hello, I have an active form. The field descriptions built into the form are much more detailed than what can fit in the column titles due to character limits. Is there the functionality to view form submissions in the form format (rather than in the sheet)? In this case, requests go to a committee for review, so reviewing…
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Best approach to automate users having their own individual checklist for testing?
I have a project where an individual tester (end user) will need to complete their own checklist for testing a process. Each individual is assigned a role, so whatever role they are assigned is the template that they will use to checkoff items as tasks are completed. As seen in the screenshot above, we have an example of…
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Pulling data into a "master sheet"
Hello all, I am trying to pull select data from multiple sheets into one "master sheet", however I am struggling to find a working method. I am unable to use reports due to them not connecting with datashuttle. I have tried VLOOKUP, Copy Row automation, INDEX/MATCH and a few more but i can't get them to pull all of the…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
