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Assign People Automation
I'm having an issue using this feature. I've attached a copy of my automation that I set up. The Sr. Manager column is a Contact Type column that allows for multiple contacts. When this automation runs, it only assigns Ilene if any of her conditions exist; but it doesn't add Andrea if her conditions exist. This seemed…
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Automation
Hi I want to set up an automation that sends an alert on Wednesdays at 9am is there a way to set this up. I thought there was an option however, I'm not seing it.
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Activity Log
Is there a way to generate a report from the activity log? What I want to do is to be able to quantify actions being taken within a time frame (i.e.: one month of time). For example, I would like to be able to track how many lines were added to our master sheet - and how many were removed. I would also like to be able to…
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Can you automate attachment exporting?
We can export sheet data automatically using tools like Power Query but is there a way to get attachments out of smartsheet and into our server? Or is this something that needs to be done by hand? Thanks
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Automation - daily changes notification that ignores specific column(s)
I like to use the "all changes" notification to keep me informed of changes on a sheet. On some sheets, we have an "age" calculation in each row, so of course these values increase by 1 every day, hence there is a change in every row. I'm looking for a way to 'ignore' the age column in the daily changes notification, ie. I…
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Contracts, Purchase Orders, or Change Order Management
Is anyone using Smartsheet to handle contracts, purchase orders, or change orders? I'd love to see how you manage them with Smartsheet.
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Auto-Number/System field Created (Date) changes back to "Date" field
I have an Auto-Number/System field called "Date Submitted" as Created (Date). This is used on the manual form (which we are phasing out) and also to capture any new rows that come in from Salesforce sync. For some crazy reason it keeps changing column properties to Date. In which case two things break: Anything that syncs…
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user-approval matrix reference
I have a form for users to submit documents for approval and gets loaded into sheet A where the approval automation is set-up. The approver column in sheet A is linked to a user-approver matrix that is managed on another sheet B, such that when user submits form and sheet A is updated with a new row, sheet A will reference…
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Formulas & Filter Assistance for a To Do List
Hi, I have tried a few searches and haven't quite found what I need to perform the function within my smartsheet. Hoping some of the Formula wizards can help me out. I am using Smartsheet to manage my to do list. The filters are great but only make allowances for 1 or ALL conditions, I require 2. I am wanting to create a…
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Current User/Alert Someone Automation
Hi, I have an automation that any time a comment is made a contact listed gets an email using alert someone. The issue is the email links to the report but the report is so large it is difficult to then find the comment that was made. Is there a way to make the link or report more defined when they go to it? Or at least…
