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How to subtract quantities from one sheet via forms to another sheet with total quantities
My issue is this: I have a master sheet with material types (A1,A2,A3 etc..) and total material quantities (#'s). The other sheet I am using is updated via forms. The form is used for distributing materials and requires a material type, and material quantity before submission. Once submitted I would like the quantity to be…
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Automation keeps sending notifications even if the criteria are no longer met
Hi all, I was wondering if someone can advise. Basically, I've set up automation to notify team members if certain tasks are not completed and date is in the past. This is the below set-up. I've tried "100%" in the last condition instead of just "100" but the notifications keep coming regardless. Can anyone advise where…
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Reassign Contacts with Automation
Our accounting team regularly reassigns projects to new managers/staff and I need to find a way to automate the change once a date has been reached. In the example below I would want the contact to change from Joe to Jim once the Estimated Transition Date has been reached. The problem is I need this to be a 1 time write…
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Formula issus while automation
Hi All, I am currently having an issue for one o my workflow, I will try to describe briefly: I have a ticket system that we use for one customer. Whenever a ticket is completed in the "Open ticket sheet" by our Team, the line is moved to an "archive sheet" thanks to an automation. In the open ticket sheet, I have this…
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Automation with conditional sending both emails
I have an automation set up with a conditional. The problem is that I am receiving both emails, one for the alert and one for the update. Any thoughts on why that is
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Using App to Schedule Resource
I am using Smartsheet to create a calendar system for reservation of a shared resource. So far, I have not been able to find a way to add TIMES to Smartsheet so more than one person can schedule the same resource on the same day, during different time slots. Can you help? Furthermore, these resources are occasionally…
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Automation Custom Recurrence - how is the "Repeat On" day defined?
Greetings, Does anyone know what is the reference point for the "Repeat On" day circled below in the Custom Recurrence section for Automation Triggers - is it referencing the day of the month or the number of days after the trigger initiates? The reason I ask is, I set this recurrence to start on 20 Sept. Originally, I set…
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"Changes to:" Option Not Showing Up In Automation
Hello, This is not populating when I am trying to add a specific person from a dropdown list: The goal is to select certain team members that will be involved on a project so we can send rows (tactics/projects) to team member's sheets from the project lead's sheet. Can you help? Thanks, Ryan Holguin
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How to copy a column data of a source sheet to a target sheet.
Hi All, Step1 - I would like to copy the column data in a source sheet to a target sheet. Step 2- After the data is filled in the target sheet column, I will then run a data mesh config to pull the rest of the column data by matching a data I copied in step 1. Below is some screenshots of the sheets: Coulmn114 data is…
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Trigger an Automation after an Event is over (Time specific workflow)
Hi everyone, I manage producing events in higher ed, and I'm trying to set up a workflow which sends a recap automation to our workers after an event is over. This is to collect notes and details with information from boots on the ground to help build reports and dashboards. In our sheet we have a column for date, and then…