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Copy Row Automation Does not work
Hello all Few months ago I set up an automation to copy a row from Sheet A into Sheet B when the value of a Cell is changed to "Signed" by a user manually. There is no formula driving this cell and the automation is as simple as the below screenshot. The problem is, this automation suddenly stopped working few weeks back…
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Automation to help with Daily Medical Intake Forms
I am having one hell of a time with the automation to help our school with being alerted to different issues facing out compliance with the Daily Medical Intake Forms. What I am trying to do is have a couple of reports sent but something is not making it run. Students' parents fill out the med form daily. Some of the old…
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Regular project updates
I have a sheet and want to automate a request to assignees to provide an update at the same time each month. How can I do this without a due date and a formula driven checkbox or flag that would trigger the request?
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Approval Sequence Workflow
Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if any of the rows are moved between sheets or cells are changed the approval sequence starts all over again. I need to stop two…
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Can I Automate entering/erasing data from a cell?
Is there a way to set up an automation so the content of a cell can be changed when one or more criteria is met? I have a sheet where I'd like the cells in a particular column to be cleared at a certain time everyday. Is this possible?
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Alerting Someone
Hi We are using the PTO & Project Staffing Template set and I would like to know if I'm able to set up an alert if someone exceeds their hours for the week? Currently it only shows as red on the Master Resource Roll up so, users are having to constantly flick between the two sheets to see the week they have over allocated…
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Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
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Column value updates from MS Power Automate Flows
Hello, A developer on our team has created a Flow via MS Power Automate to add in a row into a Smartsheet via a SharePoint form. If one of the values for the form is updated (the form can be saved and submitted multiple times), how does Smartsheet handle the new value? For example the column name on the Smartsheet could be…
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Manually run a workflow trigger
If I decide to create a workflow trigger (move rows to an archived inventory sheet), can I manually run the trigger? Will the workflow only work when new info is input and not capture the data previously entered before a workflow trigger was created? Seems to me that workflow triggers to work manually if needed since…
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Automation involving 2 rows
I have a sheet with a list of tasks that need to be done. Example: row1, checkbox, task name, who, start date, finish date row2, checkbox, task name, who, start date, finish date I would like to have the checkbox in row1 to trigger an alert to the who in row 2. Can someone share if this is possible and if so how should I…
