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Updating Smartsheet from external sources
I have a task list (for want of a better term) that was made in SharePoint and shared with many users. They make updates. I then export to Excel, import to Smartsheet and do what I need to to make an informative report. I can't remove the SharePoint element from this process. I need a way to update some of my information…
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Unique IDs for Testing Documentation
I may be overcomplicating this, but I wanted to see if you guys could help me. My team is building out some testing documentation for our projects. Our current set up is that we have a sheet that is basically divided into two halves. The first half is the general information for the test scenario. The second half is for…
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How to track people Form completion
Hi Everyone, I have been thinking about this for a couple of weeks now. I want to bring my manufacturing facility to the next level by creating an associate monitoring database. Let me explain more. The Food Safety Team consists of 30 associates on my site. They are responsible for conducting Food Safety Audits (Smartsheet…
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how to set up automation logic for move row based on field value
Hello! I have a sheet populated by a form evaluating items identified by #'s. . There are several hundred items to be evaluated and users may fill out this form several times a year. My goal is to have the sheet showing only the most recent evaluation for each item. I would like to create an automation so that each…
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Alert when assigned
I am still new and trying to get used to smartsheet FYI. So I am using a Gannt sheet and when I go to the assigned column and assign it to an employee, I am sure there is a way to alert that specific person but I am not sure how. I suppose that I would have to make a workflow for each employee so it is not a mass…
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automation setting question
Hi, I'm setting up an automation that remove anything on a sheet older than 8 months. What am I doing wrong? What is really weird is it pulling some stuff off the sheet to soon but not all dates to soon. It's very random what's moved. It everything in the wrong date ranged moved then I would assume it the settings. Thank…
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Merged: Columns - Increase the Maximum Column from 400 to 1000
This discussion has been merged.
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Brandfolder + Smartsheet automations
I would like to send files to Brandfolder via Automation. In this automation, I want to be able to select Tags, Selections, LABELS, etc. Most important I want to ensure I can select which collection it goes to. User: would be Smartsheet automation.
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Can an automation action copy data from one cell to another in the same sheet?
Hello, everyone! I am helping my boss with a new template to manage our projects. I need an automation that copies data from one cell to another within the same row based on two conditions. Without more context this will sound confusing, but I will try my best to explain. If one column is not blank, and the other column is…
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Is there a way to pull a report or log for Automation Workflows?
I Have an Automatic workflow where once a new line is inserted it emails a contact but it didn't send 1 night and wanted to see if there's audit that it didn't run or if there was an error of some sort. thanks, Sean