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Setting Automated Alerts based on last modified date column
Hello team, I am looking to set up an automated alert based on the last modified date column within my sheet. The purpose being an alert sent out to my team on entries that have not been updated within the last 3 days. I have not found a way to do this and after searching the forums I also have not found an answer for…
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Auto Assigning Values In Smartsheet
Hi All! I'm back with another project for work. This time I am trying to auto assign values to a column. Essentially we have tasks as rows, and one of the columns in the row is percent completed. I would like for the value of percent completed to auto-fill to 0 Whenever a new task is made, and leave it up to the employee…
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Health Status Formula RYGG
Hello, I am new to smartsheets and I am having difficulties setting up basic Health Formula with RYG+Gray bullets based on Status (Cancelled, Delivered) and Due date column. GRAY when Status is Cancelled RED when Status is Delivered, but after Due date GREEN when Status is Delivered till and on Due date YELLOW when none of…
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3 Month Compliance Tracking
Hello SS Community! I've read lots of answers over time but never asked my own question so here goes nothing! I need to create a tracker for individual employee Compliance for training. We have many tests that each employee performs, but they must stay compliant within 3 months. They can't go 3 months without doing one…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Mass Email Communication with customized attachments.
Greetings. I have been working on a project to manage communication with large group based on activities we produce. At the end of each activity we create custom certificates for each participant. I have been working to automate this process as much as possible, however I would LOVE to see some system based formatting…
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Automation - "Move Row at a certain time" sending lines multiple times
Edit - I have worked it out! Simple fix and definite UE! I had 2 automations with the same time. 🤦 I have an automation set up to move all rows from a mini-sheet into a mastersheet/archive every evening at 9pm. This is the only "move row" automation I now have as I have taken off everything else. This morning I opened my…
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JOIN COLLECT FORMULA
IN PICTURE (A)- i have successful JOIN COLLECT formula IN PICTURE (B)- I tried to replicate the formula, but add additional columns I needed to be joined as well. IN PICTURE (B-1) Incorrrect Argument
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Why isn't the email address pulling via formula from another sheet for "contact"?
I created a Form for operations to fill out when they determine a ship date needs to push out. Since they don't always know who the Project Manager is, I have this information going into a sheet where the project number pulls the PM info from a master project list using the COLLECT formula. But when I try to create the…
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"Alert someone" automation not working when "links to specific fields" is selected.
I have an automation that was working before: triggered by a change in a category field. Sending update request to email address in "contact email" column. Including "Attachment" and "Comment" fields. This step suddenly stopped sending update requests. If I exclude the fields by selecting "Message only" option, the…