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Change Task Categories of other Cards when One Card is Updated
We have a lane that contains several services to be confirmed when a new client uses our product. There are multiple cards in that lane that need to move to other lanes based on the updating of the task category of one. For example, If a client says that they are going to use Product A, then we move it to a lane for our…
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Multiple Step Automations
Hi All, I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval". I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner. Most of the time this seems to be working correctly,…
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big ideas for document generator
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
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Automating the Documentation of Historical Values without Workflows
Problem: How to automatically document historical values without using the automation workflow. I have a two-line graph of which one line (let's color it black) represents desired results within a date range. This date range ends in the future. The second line (let's color it red) represents actual results within the same…
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Comments to appear in email notification for update request
We have set up an update request automation to include comments. However, when the email comes through, it does not show the comments and the only way to view them is to open the request. It would be nice to see the comments in the emailed notification prior to needing to open the request.
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How to automatically update text every week?
Hello, So I have two columns: "Date Week Ending" that lists the last Saturday of each week and "Reference" that lists an X value. I want to have the X value appear for the PREVIOUS week ending date when my current week starts. For example, if today is 9/9 then I want the "X" value to appear for the week ending date of 9/7.…
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Copying action while building Automation
Smartsheet should have option to copy a specific action and reuse it within the Automation. This will save a lot ot time of building Automation where repeative action needs to be places under different condition. Similar faicility is available in Microsoft Power Automate where user can copy some aciton and reuse the same…
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Allow editable formatting in automated emails
It would be great if similar to a document generator, we could generate an email template. One example I have attached where it shows "1 row added or updated (shown in yellow)." It would be great if that was an option to enable or disable some of the email elements or have my own format filled out with information in my…
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Notification Automation only sending to first drop down value of a multi select
Hi I am trying to have alert email notifications sent to multiple people when multiple drop down values are selected. In the image, if all three drop down values are selected in a cell, only documentation is notfied and not the others. Is there something I am missing in having all alter notifications to send off with…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
