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Automated Workflow to Generate Doc
Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is mapped and it works manually to generate it, just cannot get the automation to work Anyone else have this problem? Any…
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Move Rows times out/doesn't work manually or via automation
I have a large sheet that is fed by our salesforce connector which serves to collect status on orders. We have automation in place on this sheet (and many others) so that when a date is reached the rows automatically move to a Completed sheet in order to keep the original sheet clean and focused. This was working, but a…
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New Checkbox Features in Automations
Now that the Checkbox column had the flag option, I am finding it doesn't appear as an option in setting up an automation. I have a column titled NEW that I have selected as a flag, but it doesn't appear as an option to select in a workflow. However my other checkbox column DONE is an option and is set as a regular…
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Resource Master Sheet
Hi All, I hope I can legibly explain what I need here :) I would like to create a master sheet that will summarise what resources including dates/tasks I have assigned in other sheets. Is this possible to grab this info automatically from multiple sheets and also automate updates when changes are made? Cheers in advanced.
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Can I delay move a row automation?
Hi all, I have a project tracking spreadsheet and am trying to understand if I can delay the move a row automation somehow. Currently, the workflow is triggered when the project status is switched to Closed. I would prefer that the row is not moved until the first of the month following the status change, so that the…
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Copy rows automation (cross-sheet formulas involved)
I'm creating a semiautonomous preventative maintenance ticketing system (fleet oil changes, tire rotations, etc.) that copies rows to a sheet for our mechanic based on when a piece of equipment needs the service. The copy row automation is set to trigger when the mileage gets within 150 miles of scheduled service miles.…
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Hide columns from Published Public View?
Is it possible to hide columns from the public view once a Smartsheet has been published? I thought it was possible, but I can't figure it out now. We sent out an automation to have different people update their rows for a directory. There are 1-2 columns that are just for our team on the backend (additional comments,…
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Assign People then Notify/Update Req
My sheet gathers info from a form. Based on the criteria or checkboxes it assigns people to roles. Then it is supposed to notify several of those people and send update requests to some others. I want to use "on triggered" notifications and update requests so I can customize the subject & messages with placeholders. It…
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Calendar Invite Automation
Is there a way to send automated calendar invites to something like Google calendar (preferred)?
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Why isn't our column formula updating on its own?
In our column formula, we have a date formula based on TODAY(), however, it does not seem to update automatically when the month changes. How do I get it to update automatically at the beginning of the month?