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Automation
Could you help me ? do you think i did it right? I want to automatically send a reminder mail to the responsible persons on the 60th and 15th days. the trigger should work every day and; it only needs to work on the 60th and 15th days of the contract date. example1: 60 days left until the end of the contract. example2: 15…
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Approval workflow
Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.) When any action above is performed only by specific email addresses. (Problem #2:…
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Form Data
Hello totally new user to Smartsheet and need help on creating a form. I have looked at the posts but haven't found the answer, please help. 1) I need to create a form that will be filled by users to sign-up for different games. On the form my first drop down is Venue and that's the easy part, however when they select the…
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Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
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Using Calendar App and JIRA Connector to build a Release Calendar
I am using the Calendar App to create a release calendar that tracks all our releases along with their respective critical path milestones. I would like to dynamically include the Jira Epics and stories that correspond to each release using the SS Jira Connector. These stories will thereby represent the planned release…
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Can I create a "No-Reply" user within Smartsheet to send external forms?
I am creating several forms and automated email alerts that will go to external resources and I do not want my name attached. Could I possibly create a "No-Reply" user in Smartsheet and transfer the sheets to this user? I understand the "No-Reply" user would require a license which is not a problem.
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Question on creating template tools that automatically feed and update rows to a central repository
Our department was recently running into the issue of housing data and tools in consistent manner that allows for accurate department wide reporting without the need for additional administrative activities and duties to keep it up to date As part of this I was trying to figure out a way to accomplish the two items below…
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Event Registration - Email Confirmation
I can setup workflow with a condition to send an initial email confirmation once even registration is submitted. How do I setup a 2nd email reminder at 24 hours of event registration date?
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Automation - "When a date is reached" Can you have a reoccurring 30 days after?
Hello, we are currently trying to archive rows where the date in a column is older than 30 days. I want it to move these older rows to another sheet. I can create an automation where it does this once, but would like for it to reoccur. Can I have the automation be set up to run every second Friday and only move orders that…
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When move/copying rows, how to prevent new columns being added in the destination sheet.
In Smartsheet's article, it's stated that "If the source sheet contains columns that the destination sheet does not, these columns will be created in the destination sheet when the row is moved or copied." Is there anyway to prevent this from happening? i.e only information in matching columns will be moved to the…
