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Is it possible to create a personalized email format?
Hi everyone, I want to send an automated email from Smartsheet with some specific information, but I want to give it some specific format to the email just like if I send it from outlook. Thank you
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RYG Ball Automation - Calculate Program RYG Health based on Project Health
Hi all, I'm looking for a formula to auto-calculate the health of a program, based on 4 components within each of the 4 projects that make up that program. Photo is below of how I have the projects & components set up, along with their RYG indication. You can see they "total up" at the bottom in Overall Program. Can anyone…
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How to include existing data in a 'copy new row' automation.
Hi! I have a use case where sheet A needs to aggregate data from sheets B, C, D, etc and was going to set up an automation to copy any new rows from sheets B, C, D, etc. to sheet A as specific criteria is met. My question is, if I already had data on sheets B, C, D, etc. how do I get that to copy over to sheet A? Do I need…
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Copy Row Automation causing duplicates
I am using an automation that copies rows which contain the word "submittal" into a sheet where we are tracking submittal dates for all our projects. I cannot use a report because we need to be able to publish to a calendar. Therefore, the end result must be a sheet. As most of you probably know, these dates can change…
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Double link from cell in other sheet works erratic
HI, I've created a program management tool where we can manage all our different projects. For the moment i'm working on a Charter approval flow, in different stages. Each project manager has his own Workspace, where all his projects are stored. Everyone has at least viewing permission on all projects. All projects are…
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Is there an issue with Copy Row Automation?
Hi, I am struggling with an issue (bug?) that doesn't display newly copied data using the copy row work flow function and would like to know if any one has come across this? We have a sheet with vlookup formula which returns some data from a metrics sheet. In this vlookup formula sheet there is workflow which copies this…
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Task Management / To-Do's: New Email Push to Smartsheet
Is there a way to forward a new email from outlook to smartsheet for automated entry into a workplan? I have a To-Do list by using a simple grid format. I am curious if I can forward an email to a targeted address that will create a new line in a grid/workplan/list
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Complex Time Calculations - difference between created dates
Hi, Having an ongoing battle here with trying to work around the system generated "Created" date/time stamp. I want my guys to fill in a form when they start and stop doing work on a project in our production line, and then evaluate the time spent on each serial number job. My grid of sample responses looks like below: You…
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Is this even possible?
I have a process document with columns with start dates and due dates. The process steps do not change from year to year. What I would like to do is trigger some action or create a formula that once an item is checked complete, the start date and due dates advance by 365 days. It would be great if the complete box was then…
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Automatically Generate documents
Is there a way to automatically generate a PDF when a row is added to a sheet?
