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Managing Move/Copy Row Automation
Hello I have an employee database stored in Smartsheet. I've connected an onboarding form to a separate sheet which gathers sensitive data. I want to move that information over to the database, but not have some of the sensitive data come over with it (other people need access to the database). I know it'll drop all…
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Assistance w/ automated Checkbox based on multiple conditions
Hi All, I'm after some assistance regarding a formula to automate a checkbox based on multiple conditions. These are; Column "Requested by" is populated with a date. Column "Site" is populated. Column "Site contact" is populated. Column "Quantity" is populated. Column "Product" contains the word "Device" Then a sum is used…
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Row/Column Level Access
I have sheet on which people from multiple departments will have access to. A couple of my requirements: 1) I'd like certain departments to be able to see only the data in specific columns only relevant to them. Is this possible? 2) There are 3-4 attachments that will be added to the rows. I do not want departments having…
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automation copying rows when conditions should send update request instead
Hello, I have a scheduling sheet where users update an existing row to reserve a meeting time. My automation workflow states to copy rows changed IF three fields are NOT blank Otherwise send an update request for missing field info. The issue: Rows are copying even when one or more of the three fields are blank AND even…
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Reporting Hierarchy
I have a sheet with several parent, child and grandchild rows. I'm creating a Report from this sheet but I am unable to filter and see child or grandchild wise. I have created a WBS System (1, 1.1, 1.1.1 -> Parent,Child,Grandchild) as well but unable to group/filter using this. Is there any work around for this?
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Automation Alerts work sporadically
Hi I'm working on automating alert notifications from Form submissions via email, Teams Channel and the Teams Bot and so far the Channel is the only one that seems to work consistently. In all scenarios in my testing, as you'll see in my screenshots of the workflows, my email is associated with the SME listed and I list…
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Notification Automation not working
I have set up a notification automation which would send someone a notification when the status of a deal changes. Attached Screenshots. However, I am unable to get any notification. Do i need to apply a different automation or is my current one missing something? Thanks!
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form and automation issue
J’ai créé un formulaire mais j’ai plusieurs problèmes : - Lorsque le formulaire est envoyé à un contact, il reçoit un e-mail qui n’a pas le même que celui que j’ai créé dans l’automatisation - toutes les lignes sont jaunes dans l’e-mail - la personne qui fabrique/complète le formulaire que son nom n’apparaît pas dans…
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Automation send alert to secondary email
Hello, When setting an automation to send an alert about new fields added to a spreadsheet, the alert arrives to primary email address even though it was set to be sent to the user's secondary address. How can I ensure the alerts arrive into the user's secondary email address only and not appear in their primary address?…
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Form Submission creating new row - cant do notification
I have a sheet which has 10 columns. It is meant to collect data and trigger notifications. The first 4 columns, I have created a form to collect data from user. The 6 other columns are for tracking on status and assigned to user column. The last 6 columns are meant to be fixed (content doesnt change). So when a new form…
