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Calculate cumulative duration of time spent in each status where status changes are bidirectional
Hi, I have a problem I am trying to solve in a sheet that contains hundreds of individual requests. Each request starts with Status = 'New' and finishes at Status = "Complete" in between there are 3 review statuses, "Review Department A", "Review Department B", "Review Department C" depending on the department the review…
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Using Forms & Automation to Drive Leads
Good afternoon Smartsheet Community, We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clients in a timely manner. I broke it down step by step with video walkthroughs below:…
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Automation - Run Workflow Daily
When an approval workflow is set to run daily, will the approver receive a single email each day containing all rows that need to be approved? Or will they still receive an individual email for every row that needs to be approved?
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Problem changing cell value to checked
Hello, I have a question: I set an automation for when the value of a cell equals 'Submitted' or 'Resubmitted' and where the value of 5 other cells say 'Approved' a check box should be checked. The automation setup in my mind is: When X happens, and meets Y condition, do X I do not know why, but I am not able to get the…
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How can I avoid reload of ID's that have been moved from active sheet to archived sheet
Dear, I have a sheet in which I'm uploading errors, which then need to be handled by other members. Those loaded errors are repetitive loaded for 14 days, but when a member is actually telling the error is closed it is moved to an archived sheet. Due to that move the error is fully reloaded in the error overview on next…
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Which formulae is it to compare 3 values and give me 1 of 3 different text options in a cell?
I have created a form that populates a sheet and the form asks multiple questions and then the sheet uses the answers to create 3 costs, so far very simple. However I want another cell to automatically display a result based on the 3 costs provided. I'm a contract manager and I will have 3 options I wish to display they…
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Auto move a row to become a child row?
I have set up my own annual leave system using Smartsheet and the approval workflow. The employee has to complete a form which then inputs the data for their line manager to approve or decline. However all entry's are added at the bottom of the sheet and then above them are master(parent) rows with children under them with…
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Copy Row on Last Day not working
I have a sheet with a single row of data: Primary / Date / Count of <type1> Projects / Sum of <type 1> Project Days / Count of <type2> Projects / Sum of <type 2> Project Days / Total Projects / Average days Primary column has a 1 in the cell. The rest of the row cells are formulas. Date is =today(). I want to copy that row…
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Column Specific Update Webhook Examples
I have successfully enabled a webhook to communicate with an Azure HTTP Trigger function which will run a Python script and perform other actions. This webhook only looks for row adds. I need a webhook for looking for an update to one column but don't understand the API documentation for scope and subscope. Does anyone…
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Automation triggered by INDEX / MATCH cell value changes
Howdy - I feel like I've tested this every which way but didn't want to throw in the towel until I asked the community. Is there any way to run an automation (specifically "Copy rows to another sheet") based off a changed value via column formula INDEX / MATCH? My goal here is two fold: limit the number of columns added…
