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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…
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I need help and suggestions for creating following sheets:
Hello Community, We would like to create sheets, which will be working for the following functions and trigger the right authority on time: 1. Perform monthly vendor scorecards 2.Have an approved vendor commodity matrix that can be shared with our employees 3. Use for monthly OTD vendor ratings 4. Reminders for ISO and…
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Lock Cell until conditions are met
Hello, I have a checkbox column called Ready for Production which notifies the relevant persons when an item is checked and ready, I would like to lock or leave cells on this column empty until a number of conditions are met, the conditions are; Drawing Status Column is A - Approved or B - Approved (with comments) Site Dim…
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Row ID (ignoring blank cells)
I am trying to create a sheet which identifies batches of 25 rows and creates a specific batch ID, before moving onto the next 25 rows. (Batch Column) I also need to formula to ignore rows with blanks entries. (Row ID) I hope somebody is able to help
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Automated workflow change cell not trigerring
Hi all, I am trying to set up a workflow in a very basic way in a Smartsheet. Basically that would be: When the tickbox is cheched in a field called "done", then change status to "closed. Despite all my efforts the status field remains the same. I am attaching a workflow configuration screenshot: Thanks for your help !
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Is there a way to set up Cumulative Roll Up Notification Emails
We have a large team all working within a workspace, and they already get a TON of email. Is there a way to set up a single daily notification for new items assigned to team members, without it being an email for each sheet? We have about 10 sheets that are being used, so would prefer not to see users getting 10 emails.…
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Is there a way to show only the specific fields that have been checked in automation messages?
I currently have a Form set up that provides options when onboarding a new employee. There are recommended and optional options for each selection, because of this I end up with "duplicate" columns which make the Form look and function amazingly. The issue I'm having is that I would like only the checked (☑) selections in…
