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Health status formulas and automation
Hi, is anybody able to help with automation formulas for the Health column? I'm very new to Smartsheet and struggling a bit! I'm trying to do the following: Green - Status='In Progress' and more than 1 week before end date, or status= 'Complete' Yellow - Status= 'In Progress' but end date 1 week away Red- Start date is…
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Inconsistency with copy row automation
Hello! I am running into some issues when attempting to utilize a copy row automation. Sometimes the rows are copied to another sheet, and sometimes they're not. Here's a breakdown of my process... Sheet 1- approval workflow is automated upon form submission, records a date when approval is granted Sheet 2- utilizes a…
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approval automation sending multiple emails
I have a smartsheet with a couple automation rules set up to email PM's about submittals. My "request an update" rule runs nicely and sends a single email to the PM with MULTIPLE requests when they click the form in the email. However, my "request an approval" email sends a single email for EACH item to be approved, which…
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Getting attachment when attachment is added or changed to a row.
I dont know much of programming and I am not a developer. But I would really like to get attachments from a row in Smartsheet. Posibly automated, so when attachemnt is added or changed in a row, this triggers API. I was looking for a simpler way to do this, either directly with smartsheet, or with a third app like Zapier.…
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Health of Task or Project using % Complete & Finish Date - Sanity Check
I found something close to what I am looking for here: NEED HELP: Health Formula based on start date, end date, and %100 complete needed. — Smartsheet Community This formula doe s a great job of flagging the dates in relation to time left. However, I am looking for a health check that can take into account both percentage…
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Using IF formula to reference any change in cell (adding a value)
Hello Experts! I was wondering if a formula like this is possible: =IF([Confirmation #]@row = "any value", "Confirmed") When a confirmation number is added to a cell, that means the item is confirmed. What can I put in place of "any value'? I am just not sure how to do this in the context of my larger status formula:…
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Automatic roll up of the same Field?
I have an internally corrupted data base. Our people have been inputting the wrong/random ID numbers for the same Model #. I exported some of our data from our database into a Smartsheet to see if I could sort them. Below is snip of a 20,000 row sheet that I want to organize by model number and have all the same Model #'s…
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Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…
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Automatic creation of sheets
Hi, I'm wondering if there is a way to automatically create a tracker from a template when a row is added to a master sheet? So, I'd have a form add rows to a master sheet, then I'd like that to automatically start an individual tracker that I've setup as a template. And can those trackers be automatically saved in another…
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Formstack pdf returned to Smartsheet
Our current setup is Smartsheet information to Zapier to Formstack which emails the pdf to us. I would like to have the form sent back to Smartsheet, to cut out the email, & according to Formstack (Overview tab) it is completing this process however the form does not appear in my Smartsheet and I do not find that it has…
