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Trigger Move Automation
I have a automation that is not being triggered, here's the setup: formula to number the time a value appears (1, 2, 3, 4, 5, etc) in the Duplicate column Move Row automation triggered when there are any add/changes and Condition a. Duplicate is one of 2, 3, 4, 5 b. Duplicate is not 1 c. Duplicate is equal to or greater…
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How to auto-populate hidden values for forms?
Hello, my name is Matthew, and I am working on a project that gathers data from clients. The goal is to receive documents from them and have them uploaded to SmartSheet. I would like to be able to send them a form based off a contact cell, but I am having trouble with this. The other issue is, unless they type what we have…
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Need Workaround Ideas for Automation Condition
Client submits file through form. I have an automation set up to respond to client when new file w/response is attached to row and "Status" and "Date" cells @row are populated. It works as intended but relies on people to always set those 2 fields and save before attaching the file to the row. Without the conditions set,…
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2-steps Automation not working
Hello, I want to set up a form for several kind of requests. Once a request is created with the form, the idea of the automation I want to set up is to send an approval email to a first person, according to the type of request initially chosen in the form (this part is working fine), and once this first person approves, I…
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Automation - Alert based on Date change in a column
I have a sheet with 2 dates, original ship date and current ship date. I want to send an alert when the ship date changes, but not when the info is entered for the first time. Or, to not send an alert if the ship date is the same as the original ship date. In the conditions, I can't seem to find a way to do this
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Set up automated workflow to copy child rows to another sheet?
I have a sheet set up with parent rows for each month. I want to copy the child rows underneath the "July" parent row to another sheet using an automated workflow. What condition do I set if I want the rows under "July" to copy to the other sheet on the first of every month?
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Ability to automatically update end date on a row, after row is created based on create date
We are currently using a Form to submit requests for changes and would like to use logic to update the end date of a row after the form is submitted and based on the create date plus X number of days OR after a status is updated, if the end date is blank update the row based on X number of days. Is this type of function or…
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Approval workflow validation
Is there an easy way to validate that a request for approval submitted via a form is not approved by the person who created the request? My sheet contains a Contact List column from which approvers are selected. I have tried to validate this entry against the 'Created By' column but this does not match as the contact list…
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Incoming and outgoing project sheets
I am looking to implament project controls as below One (1) workspace All project sheets (no sub folders) Project control Sheet Reporting (at risk tasks, high priority tasks, hours per resource) As projects start (need to be seen on the Project Control Sheet) and end (no longer are needed on the project control sheet),…
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Automation Email
I have created an automation to request a form update. Not all the users are receiving the email. I can push the update manually to the user who then receives the request update. The Row Action Indicator says the email went out and status is Pending. I am stumped on why some users get the email and some do not. Anyone have…
