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Assign People Automation
I'm using an Assign people automation to fill in contacts for several roles based on criteria or check boxes entered on a form. Each condition path should add a name to a different cell. It's only adding the first one. If I edit any cell and save, it adds the next one and so on. Attached screenshot. What am I missing? Is…
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Change Status Ball for Old Row Entry When New Entry of Same Name is Created
I have a sheet tracking facility access qualifications for contractors; I need to change the status ball for a previous entry when a new row is created of the same contractor. Basically, when "Ron Cook" has a new row entry, change the status ball on the previous "Ron Cook entry to trigger automation to move the old row to…
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Status Auto Fill if due date passes
I am trying to figure out how to have a "status" change to past due if the due date occurs and the status is not "complete." Is there a way to do this? Thank you!
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Automations
Hi, I have below automations set for a sheet that gets the values from another sheet by index(match) function, and that another sheet is being updated on a daily basis. As can be seen in this example, I'm trying to get only the newly received SOWs but couldn't quite manage to do it. I tried almost everything in the…
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Automation of Status Drop Down at the Parent Level
Hi, I want to automate the status column of the parent row based on the child rows. For example, if all of the child rows are left blank or marked "Not Started," I want the parent row to read, "Not Started" Or if a majority of the child rows are marked "In Progress" and some are marked "Complete" I'd like the parent row to…
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Unable to change cell with using an automation
I am trying to create an automation that changes a cell when another cell changes. For example: When status column field changes to On Hold, the Health column field is to change to the yellow circle (symbols option). It does not give me the option to select the Health field. Does it have to do with being a symbol?
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Need help on a Simple Automation to send an email notification
I am still pretty new to Smartsheet and although I have set up a few simple Automation for some Smartsheets, I'm having trouble setting up my current one (I am not getting the notification Emails). There is a column in a Smartsheet (LV Complete (Actual) that is auto-filled in from another Smartsheet that I do not have…
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Arabic Charecters are not generated in filable pdf :(
Data in Arabic charecters/letters in my sheet are not verified/seen when generate filable pdf doc and instead it shows blank space. This issue only when generate local PDF doc , Google Doc are fine to read arabic data from smartsheet How to get our Arabic data exported to filable PDF feilds ? 😔
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I set up an automation that isn't working when triggered
In my Smartsheet I have an Install date column. I'm using this to schedule software installations and the dates may change. I set up the following automation and I tested it using fake store information, but real dates and so far it's not triggering the automation. If I change the date in the Install column to another date…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…