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Automation not working for account email but for other emails yes.
I have an employee who's having issues with an automation I'm a little stumped on. It's a pretty simple automation when the drop-down assigned to changes to any value it should email her Troy Myers. I confirmed your email is correct and this is the email assigned to her profile account. If she is the only one marked to…
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How can I automate dashboard charts?
Hi everyone, I'm fairly new to Smartsheet and looking for some advice. I'm in the process of building a project portfolio dashboard and would like to automate a 'Workload Distribution' chart. Currently, I have to manually update a separate metric sheet that serves as the data source, however, with how frequently the data…
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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Issue with Cell Linking Automations
Hi, The issue I have is that one of the sheets we use is quickly gathering too many columns because we do a lot of reporting on the data and therefore need to capture information. We have a ticketing sheet through which a ticket can have 12 different statuses as it progresses, as it reaches each stage we wish to record the…
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Scan Handwritten Data into Smartsheet
Hello, Is there a way to use software and a scanner to scan a handwritten form and automatically populate a Smartsheet? We have a form that is filled out by hand, and the information matches columns in Smartsheet. We are considering acquiring software that can scan documents, but we want to know if Smartsheet is capable of…
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Issue with 'Move Row' Automation
I have a Risk Log with the 'Move Row' automation. The intent is to move rows on the 1st of each month if a risk is closed and the 'Date Closed or Resolved' is more than 2 years ago. When the automation ran recently it moved a closed risk dated 12/12/24, which shouldn't have moved since it's not more than 2 years ago. Does…
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Issue with Scheduled Row Move Automation in Smartsheet
How long does it typically take for a Smartsheet automation to move a row to another sheet when the condition is set to 'Response Date is within this month'? I’ve set it to trigger between the beginning and end of the current month, but the row doesn’t move automatically unless I use the 'Run Now' test function. Is there a…
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Modified by column not recorded when attachments are added or new version uploaded?
I am trying to build an automatic workflow notification that triggers when an attachment is added, or revision uploaded. The conditions are that I need to identify the user that submitted the attachment in order to determine who the notification needs to go to. Unfortunately, SS has confirmed that the modified date column…
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Automation Rules Data
Hi - I have automation running that triggers on a date. The data runs perfectly, the only thing that would be great is to include the Primary Project Name in addition to the actual task that is triggered. Right now, it only shows the line item project task and the row number - can we add the primary project? If you do this…
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Having an Issue where I am doing a duplication check and what to email the duplicator email back
Hi, I need help figuring out a method to emailing a set of duplicate emails once. I have an intake for that records emails. If there are duplicate emails in the list of emails, I would want to email them back to tell them that they just submitted a duplicate email. However, The way i have set it up now, sends the same…