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Automation: "Copy Rows to Another Sheet" Isn't Working
Hi, I am the owner of a project that has several Smartsheets. When someone (owner/admin) changes the "Status" column to "Req. Not Met," I want the row to copy to another Smartsheet. I set up this automation. Then, I updated the "Status Column" (in five rows) to be"Req. Not Met" and saved it to trigger the automation. Next,…
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Generate for cells a new line in a sheet
Hello, we have a sheet where operators are putting in data via a form. We want them to enter various machine breakdowns there. So there are fields in the form named "breakdown 1", "breakdown 2" and so on. In the sheet i get then a line with different breakdowns listed in the columns "breakdown 1", "breakdown 2" and so on.…
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My notification emails are not showing the triggering user?
Hi, I am the owner of a sheet where I have a few automations for several triggers i.e. status change. I have the workflow set up so that the email notification goes out from the triggering user. However, my name still pops up on the email instead of the person who triggered the change. I am assuming since I am the owner of…
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Copying to Children Rows while Editing Parents - Best Practice Question
Hello! I have a large master sheet (900 rows) with ancestor levels of 0-4. Whatever is in ancestor level 1 in columns 1-12, I need that to copy down to ancestor 2 for all of the children of that parent. I need this to happen throughout the sheet. But I need the information to be fillable in ancestor 1 (not locked up with…
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Sync Automation Edits Across Multiple Sheets
I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on one sheet, there is no way to copy that same edit to another sheet without copying the entire sheet and starting over. Ex:…
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Merged: Trigger Automation X Business Days Before/After
This discussion has been merged.
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Add business days to automation
I have rules that remind a number of people of an upcoming end date. I want to do it two WEEKDAYS/BUSINESS DAYS in advance of the due date. The best work around I've found, is adding a "day of the week" formula field, and then making separate rules for end dates that fall on a Monday or Tuesday. Since the trigger cant be…
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Merged: Automation at the workspace level (Link sheets to workspace automation)
This discussion has been merged.
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Merged: Copy Automation Workflows across sheets
This discussion has been merged.
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Register Now! Webinar: Stop Working the Old Way – Automate the Work
Webinar: Stop Working the Old Way – Automate the Work 🗓️ Wednesday, July 23 | 11 AM ET | 30 Minutes Tired of chasing updates or sending endless follow-ups? Let Smartsheet do the heavy lifting. In Session 2 of our Stop Working the Old Way series, we’ll show you how to automate your workflows to reduce manual effort and keep…