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Year Support Contracts - Automation to update end date
We use the following formula to populate the end date of a one year contract. Namely if it starts the 1st Oct 2022 the contract expires on the 30th Sept 2023. This formula works for every other day in the month except when the renewal falls on the 1st ? =IFERROR(DATE(YEAR([Support Contract Start Date]@row) + 1,…
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Updating/Refreshing my file from a different website?
I have a file that I need to use updated fuel pricing at all times. The website my excel file is linked to updates once a week, usually on Tuesday. Need: How can I have this sheet refreshed from the website (EIA.gov) onto my Smartsheet file? Nice to have: I would like the data point I use on the sheet to be rounded to 2…
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Latest Comments feature not wanted
I have created a sheet for payment authorisation. An assistant inputs data and manually requests approval from the supervisor. Via an automated alert, the supervisor (who is not shared to the sheet) declines or approves. If declining, the supervisor is expected to use the comments feature to give instructions to the…
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System deleted an automation?
We had an automation set up on a sheet to send a notification to a Teams channel when there are rows added via a form user. This morning one of my colleagues got an email from system.smartsheet.com stating the automation was disabled because one or more blocks in the workflow was invalid. We opened the Automation menu in…
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Does a Slack Integration stay active when saving the original SmartSheet as a New SmartSheet
I have a Slack notification being sent for a specific row in my SmartSheet. It's a Template SmartSheet, so it gets "Saved as New" every time a new project is started. I'm noticing that the Slack notification seems to get de-activated on the new (project specific) SmartSheet I just saved/created off of the template…
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Is it possible to have users use a form to search for a line item and auto send an update request?
I have a SmartSheet that lists contracts with fields that include contract end date, purpose of contract, vendor contacts, etc. This information needs to be updated by the manager who is responsible for the contract, but I don't know which of our managers are responsible for which contracts to update. Is there any way to…
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Filter on card view when using forms
I'm setting up a form for people to submit requests to my team - it's a large form with a lot of logic input into it and there are 20 different categories that people can choose from when submitting a request. I want my team to be able to easily see the jobs that come through as in grid view it shows all columns (even…
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Form Automation
Hi, My vision is, that when a form is submitted, it is placed into the appropriate bucket based on the person assigned. For example, a new task is submitted for Austin via a form, when submitted, it is placed in row 1. I would like it to move into Austin's task area automatically. Is this possible?
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Formula to calculate day from a series of dates and times
Hi All, This might be a long shot but is there a formula to search and find a multiple entries of a job number then look for the date column and calculate the series of dates for start and finish time and also include the in and out times to create a Gantt chart? This is all data that will be entered into a separate…
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Task Manager Master Sheet
Hello - I have various Microsoft Forms creating new rows with requests to different Smartsheets using Power Automate. I'd like to create a "Master Task Sheet" that creates a row with a request ID, Smartsheet name & link, employee name, requested date and "done" checkbox. Could something like that be automated? Or should I…