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Static Date/Time Stamp
I've looked around and I realize that this is a feature many people want within smartsheet. I was wondering if anyone has a workaround for this. I want to automate the start date to today but I don't want it to change so using =TODAY () won't work. The sheet that I'm trying to implement this in also uses a form to input…
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Automation Workflow - Moving Rows and Sending Messages
Hi all, I have set two workflows separately. I summary, when a status changes (2 possible values): Workflow A: alert specific people; Workflow B: move row to another sheet depending on the status change; Workflow A didn't go through whereas B worked as expected. Is workflow B preventing A of being run accordingly? Regards,
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Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
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Automation Workflow: Request an update
Hello Smart sheet hive mind! We're looking to send clients a "Request to edit" workflow from one of our sheets. I have a few questions regarding the Workflow, if anyone could help: When we send a request to edit, We noticed the row number that is requested shows up in the email. We don't want them to see the row number. I…
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Automated RYG Based on % Complete Formula Help
Hi, I'm trying to automate the RYG colored balls so they automatically change colors based on the percent complete entered. I watched a video, read through the suggestions from the community, and was unable to come up with a formula that worked correctly. Can you please help me identify the error in my formula? When I…
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INDEX and MATCH with CHILDREN across two sheets.
Hi All, I'm having some trouble using INDEX and MATCH together to pull data from cells on one sheet across to another. I'm making an assumption that this is the best method however if I'm mistaken, please advise. I have a situation similar to the below where "MainName" is a Project Name and data beneath it is it's child.…
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Recurring Reminders for the same Row/Action
Hello, I have a row/action that I would like to set an automated weekly reminder. I currently go in weekly to manually put in the reminder. Is there a way to automate this so I get a reminder on this task every Monday (at 2PM)? Michelle Rojas
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Basic automation not working
Hi, I've looked over the other answers related to similar questions, but none of the things mentioned are helping at the moment. I've set up a basic automation to alert us to a new submission, but none of us are getting notifications when the submissions come in. Could someone take a look at my automation and see what I…
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Removing rows based on a value
I've created an onboarding training template for new hires at my company using the following (https://app.smartsheet.com/b/publish?EQBCT=2a335ca126274786adde88923187b3ca). I've removed some of the original reporting features and added our own. I need to create a version of this that can automatically remove, and re-number…
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Automation - Update Requests
Hi - I submitted this as a question a while back, and thought it resolved itself, but the problem is still persisting. I have an automated workflow setup whereby when someone submits a Form, they receive an Update Request. The Problem The Update Requests are being sent out, according to SS, but people are not receiving…
