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Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.
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Merged: Form input translating to a contact in a contact list
This discussion has been merged.
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Automate Subtasks for a new row in a sheet
Hello! I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission? Hopefully this makes sense, thank you!!
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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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Automations
Hi All, We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed. I then add a new tab with programs to exclude and would…
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Merged: Attachments - Automations
This discussion has been merged.
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Automation set to send an email each time a row is added but multiple rows are being sent togetherr
My automation is set up to send an email with the row information each time a row is added. However, the automation is sending multiple rows in each email. I need the email to send only one row at a time.
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Automated emails based on cell values
I am trying to decide what the best way to set up an automated weekly email would be based on the image below. Basically, I want to send something out weekly based on the column items that are not meeting a certain set par level. For example the weekly list should include all items with '0' and exclude items that greater…