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Can I set up an automation to archive a project from within a sheet inside the folder project?
We're looking for a more efficient way to archive our projects. I was wondering if is it possible to set up an automation inside a sheet (Let's say inside the Project Charter template) triggered once a box is checked by the PM to archive the whole folder and disabled the automations from other sheet. Any one has done…
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Message Only Notifications with Attachments
Hello, I am trying to send a notification with the Message Only setting while including an attachment that is linked to the row. The primary goal of this is sending the notification without sending a link to the full datasheet to an external contact. Any assistance would be appreciated. Thanks!
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Combining SUM and RIGHT
Hello, How may I find the SUM of multiple columns by using the SUM function and RIGHT function? I am collecting the data via a Smartsheet form and will need to email out the call center representative's score to their managers. I am getting #UNPARSEABLE as the result. Can someone help correct me? A1, Customer…
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Form wit multiple entries in different rows keeping first fields information on the following rows
Hi there, I'm creating a form that can have multiple entries, but each entry goes in a different row. I created the Host Application form with the following: Facility Name Assessor Name Candidate Name On the settings, I chose 'Send user to the link' > Then, I created the 'Candidates' List form', where only the Candidate…
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Day & Week before reminder
Hello, I would like to set a day before and a week before reminder that references a Due Date column I have in my sheet and only triggers on weekdays. Is there a way to do this? Thank you for your help!
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Copy to a different sheet when all complete
What automation is best in this scenrio: I have a lesson learned log on individual projects. I want entries to copy to a central version for review by management. The copy/move to a different sheet seems to be limited to a change to a single cell whereas I want it to copy when all cells (the complete row) are complete. Is…
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Calendar/Form Integration and Automatic Emails
Hello! I work at a university. My team and I help coordinator several Dean's schedules and student meetings. The current process is extremely manual. Ex: Staff member is informed a meeting needs to be scheduled, staff member looks for openings, schedules meeting, sends confirmation email to the student and partner site…
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automation for adding date?
So I'm fully aware of the automation to add a date when a cell is changed, but it doesn't seem to be working for me. Hoping someone might point out where I went wrong. I have a grid of teams and members where I keep track of which members are complete, I'm trying to track when a 70% or more of the team is "done". I've made…
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reoccurring weekly task with auto updated due date
Hi, I'd like to set up a reoccurring weekly task. When completed, it would reset the row status from "done" to "ready to work". The due date would auto-advance by one week when the status is reset to "ready to work" NICE TO HAVE: I know from the get- go that some months this task won't occur at all. Can I schedule the task…
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Email Automation Not Following Condition
I've set up a simple workflow to send email notification when the "Email Notification" column's box is checked. When testing, it still sends emails to the rows that have unchecked boxes. Why is this happening?