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What’s the best method to add new automated workflows to existing projects?
Is there a way to use Global Updates to add automation rules to active projects? We are under an enterprise plan with control center I want to add several new automation rules to all active projects (200+) I do not want to do this manually for every active project. Any recommended options would be appreciated. Example Use…
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How can I convert text names to existing contacts in my account?
I manually imported an Excel file into Smartsheet that has hundreds of names as text (no e-mail addresses) which I'd like to use to pull existing contacts in my account. The first and last names match to what's in my account. I've changed the column on my sheet to 'Contacts' thinking I'd be able to leverage contacts in my…
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Automated Copy a parent level row without the children
We have a desire to generate metrics from our multiple project backlogs (grids with parent/child hierarchy). The parent level indicates a deliverable product and that is what will drive our metric. In order to populate a grid from which to derive the metrics, I'd like to automate copying the parent row without its child…
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Regarding Data Shuttle offloading
Good morning/afternoon All, I am attempting to creating an auto offload of a sheet using Data Shuttle, but keep running into this error each time I attempt to run the automation: "Workflow Execute: A required header was missing or invalid: Content-Length" The sheet has 47 columns and about 200 rows. I am trying to back up…
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Ability for PM's to select which projects they want to receive a status update request e-mail
On an ad-hoc basis I need project managers to be able to select which project(s) they want to receive the status update request so they can update accordingly. Currently In my dashboard I give them access to a separate "project selection" sheet containing the project list (linked in from the master data sheet) and a…
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Contact Card email address fo automation
Hi All, I have a sheet where customers send a submission and get automated emails with field data that they submitted. I want to provide details of the assignee of their submission but want to provide the assignees email address stated on their contact card - is there any way of doing this? I currently grab field data by…
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Is it possible to stop a flow pulling in a duplicate line item
Hi all, Hope you are all well! With the help of this community i have created a form that will automatically identify how a line item and how long it is before being cancelled. This form will then send emails to Project Managers once we are 5 days away from cancellation and then a day away. Because of this, we are going to…
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Copy Row Automation
I am trying to copy rows over to another sheet once a date is reached and the respective review period has begun. The automation workflow I have is this: Trigger - When a date is reached Everyday at 6:00 am Condition - Where deadline is today Copy Rows I am not having any luck with the rows copying over to the other sheet…
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New to Smartsheet - Setting alerts once status has changed
Hi all, I hope you are all doing well. I have tried to incorporate Smartsheet into my daily workings and hope you may be able to help. Seemingly, Excel is far easier when setting rules, but with automation needed I decided to use Smartsheet. Currently, I have a project on hold sheet which records all projects that are…
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Automated Reminders Based on Approaching Due Date
Hello Community, I am attempting to produce an "if/then" statement within a column of my project management smartsheet in order to create an email automation to remind the assigned user to address the aging task. Using the formula, I should be able to create conditional formatting or email automation workflows that address…
