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Hierarchy automation workflow - subtasks inheriting data from parents
In the automation workflows, we need an action that will allow us to drive hierarchy related automations. The obvious one that lots of people want is to simply inherit data from parents. Using formulas in the sheet view is possible, but it's limited and very clunky. I've attached a simple image showing what I would want.…
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Automation to fill in existing cells
I have created an automation to set the status on our tasks. My automation is based on "new row is added or changed", then meets certain critiera, then a cell value is changed to a certain status. This works for rows I add after the fact, but has not updated my existing rows. Is there a way for an automation to update any…
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Is there a way to restrict number input to positive numbers only in a form?
I'm building an approval process/workflow for a finance team and I'm curious if there is a way to restrict number inputs to positive numbers only?
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Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
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Copy a certain columns to a new sheet as new rows are submitted
I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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How do I setup an automatic print/save process of a dashboard to archive?
How do I automatically archive a dashboard? I would like to use it as meeting minutes from a daily meeting. I signed up for a trial of Zapier to see if I could get that to work, but I am not having luck right now. Thank you, Jonathan
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Approval Automation workflows - continuing from where it was last declined?
Hi All, I'm currently working on a sequential approval workflow automation and would like to know on the mechanics of continuing a workflow from where the last "Declined" stakeholder has "Approved" the request. To be more specific, if the situation comes where the declining stakeholder is happy to continue with the…
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seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop do
Hello, I'm seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop down option is triggered. I have tried the row transfer workflow but it transfers the entire row, when I'm only seeking to transfer a select cell value in that row when triggered. Any assistance would be greatly…