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Copy row with a new date in cell
I have 2 sheets set up, a source sheet and a destination sheet. Every morning I need the source sheet to copy over a row to the destination sheet with a date based on a formula, today()+1. The problem I am running into is that unless I open the source sheet everyday to trigger the formula the date copied over has the old…
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Auto generate project number using formula
Hi, I'm trying to create a formula that will auto populate the project number when a new project is created through a form. When a project is added through a form it appears at the top of the sheet. Our project numbering system is YY-XXX where YY is the year of the start date of the project and XXX is the project number…
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Different Renewal Dates in Each Row
Hi I am trying to add a formula to add months to a date but each row are different months, I would enter the last renewed date and then the next column would auto update. For example I have used this formula =([Last Renewed]@row + 365) but this uses the same formula of the whole column also this is using days and not…
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Moving selective data when original sheet is populated
Hi I have a form that populates a master sheet. How can I create a workflow that fills in a subset of columns in a second sheet after filling out a form? Smartsheet's workflow that moves a row to another sheet, unfortunately, moves a row and all of its columns. The issue is that I cannot use INDEX COLLECT or INDEX MATCH…
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Automation flow adding new rows per unique value
I am working on an database set-up where I want to store both historical and future data on a quarterly basis (e.g. Q1 2020, Q2 2020, Q1 2021 etc.) for different European cities (e.g. London, Madrid, Berlin, Prague etc.). What I want to do is build an automation flow that will automatically add a new row per city when a…
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Do I need to use Quotation marks when I like to trigger an action based on a Phrase in a cell?
Do I need to use Quotation marks when I like to trigger an action based on a Phrase in a cell? In my template is used for testing. It contains a contact column and a column where a person should advise if something passes or fails. The pass fail cell contains a default value e.g.: Select Pass/Fail from the dropdown. When…
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Copy Row by Automation
I'm copying rows that meet specific criteria from multiple project sheets into a single different sheet using an automation. When looking at the destination sheet, is there an easy way to determine what source sheet each row came from? Similar question for reports - If a report is collecting data from multiple different…
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Workflows not working after making changes to the sheet and/or workflow
Hi! I have been using a SmartSheet with multiple workflows for quite a while and noticed that the workflows are not triggering anymore after I have made either a change to the sheet or changed something in the workflow. How is this possible and how can I get them to work again? I have tried duplicating the workflow but it…
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Any ideas on why the pivot app does not update with new data in the source?
I have a pivot sheet set up to pull data in from a report. The initial set up worked perfectly and when I run the configuration manually, the data is pulled in. But when the runs hourly (Update Frequency is set to 1 hour), no updates are made. All config logs show "Success!" but new data is only added to the pivot sheet if…
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Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date. It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells…