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Change "end date" based on status changes
When an end date is used in a dependency setting, you can't use automation or formulas to change it. However, this is when it is critical (pun fully intended)! When someone marks an item as Completed status, it would be helpful if the sheet could update the End Date column to the date it marked completed. For dependencies…
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Creating an approval form from a submitted user request form
Hi, I have successfully created a form that allows a new user to provide their information, their requested access level, and their supervisor's name. When the new user submits the form, I want another form to be triggered and sent to the supervisor for their approval for the new user. Thus, the form would include the new…
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Automation Failing
I have a move rows automation that will not run, even if I push it at the single line level. I have a sort of multi level baby database I work with it's built of 5 total sheets with the fifth sheet being a rotating retirement sheet. sheet 1 is where new data is pasted in, once new data is added it's moved to sheet 2 sheet…
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Recurring Task Tracker
Good afternoon, I set up a recurring task tracker for use by different groups within my department but am having trouble setting up the recurrence for automation. I would like the automation to begin the 25th day of each month (irrelevant what day of week) and repeat for the next 21 calendar days. As I go through the…
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Merged: copy/share automations and filters
This discussion has been merged.
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Merged: Share set of automations between existing projects
This discussion has been merged.
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Can I copy an automation flow between projects?
I have a set of automations setup in a Project1 that I want to apply to another project2. How do I do that if both projects are already in progress and I can no longer use a template Project1 and Project2 is already created?
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Add specific text to a row, if a condition is met in another column in the same row?
Hello, I would like to have Smart Sheet add the words "Bad Index" in the status column if index column is "647373". I can use conditional formatting to highlight the row, but when I try to use an automation trigger the whole column displays "Bad Index". This is my workflow. When I run the automation it marks the entire…
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Trigger "when rows are added or changed" doesn't work
Hello all, I have created a Workflow to send a weekly email notification when rows are added or changed in a Sheet, but it doesn't work with "Run Now". It doesn't detect any of the changes made. I have created this Workflow on other Workspaces and it works fine. If you have any idea, why in this case it is not working, do…
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What would be causing only some individual to not receive automation emails?
I have a simple automation set up to email a reminder to people listed in a contact list cell. When the automation runs, I get the email, others get the email, but one (possibly more) individual does not. This individual gets emails from other automations running in the company. The automation does show up in their…