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Copy auto number field to another field in the same sheet
I want to send data from an Auto-number field in Smartsheet to Salesforce, since it is a read-only field it is not possible so as a workaround I want to copy Auto-number field data to a 'text field in the same sheet (which I should be able to map it to Salesforce fields). I can use a ( =[Column]@row ) formula to copy…
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Highlight Changes
Hello, I want to know when information has been updated in a sheet, how do I set this up so any changes made in the last X days highlight the cells? Thanks, Hannah
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Update Request emails not including message text?
Hello, We're having an issue where, when update requests are sent, they don't include the message text that we set in the automation settings. Instead they have the default 'Please update my online sheet.' I've included images of the automation setting, as well as the email that gets sent: As these update requests can be…
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Missing Automation
I have a workspace with dozens of dashboards, sheets, reports etc. I am testing a notification automation, and it is not doing what I want it to do (there are way too many uemails) at this point I want to disable it. When I went back to the sheet I thought I created it on, the automation is not listed. Is there a way to…
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Automation: Copy cell value to another sheet
Hi, not sure whether this has been answered yet but my question is as follows: I have a sheet, Sheet A, that stores all the projects and their information, such as Project ID, project status. I have another sheet, Sheet B, that stores only projects that have reached a certain stage (ex. in execution). And I just want to…
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Collecting Dates in a Reoccurring Approval
I have a sheet that needs to be reviewed and approved by multiple individuals on a regular reoccurring basis. I have already set up the workflow for this to happen but I will need to keep a list of the dates they were previously approved. Is there a way to use a formula like Join/Collect to do this? When I try it will just…
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Autopopulated customized response after form submission
I don't think this is an option, but here goes. I have a form connected to a smartsheet that references another smartsheet to autopopulate text information based on a selection in the form. Instead of someone having to either 1) go in and view the autopopulated cells, or 2) the smartsheet owner emailing the submitter the…
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Auto populate a cell when inserting a new row
Hi all, I am creating a project plan with RAG symbols. However, when I insert a new task / row, I would like the green symbol to auto populate rather than remain blank. Is there a way to show this as the green ball when inserting a new row? (Image attached). I would like to do this without a formula if possible. Thanks in…
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Automation > Action Block : Create a new Grid sheet from a template
Is it possible to trigger an action block that will create a new Grid sheet from a template? I'm trying to create an automation wherein if a new row is added to an existing grid sheet it will trigger the creation of a new grid sheet from a template and copy the details of the new row.
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Copy Row Automation - New Row Remains Linked?
Hello, When using the copy row function in automation is there a way to designate the copied row as linked to the source row? The easiest use case to explain this function would be a Risk Register Rollup where projects maintain their own RRs and when new entries are made it sends those rows to the RR rollup. As status…
