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Automations - Enable field and status updates in Card Templates
It would be wonderful if Automations could make specific updates to field and status values when using a Card Template. For example, let's use assume I am using the following template structure: Status(s): Backlog, Current, Complete Field(s): Description, Due Date, Done (check field) Now let's assume I want to make sure…
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Copy rows in automation leave original sheet but don't appear on new sheet
Hi- I set up an automation to copy rows with any value added in a specific column to a new sheet. When a value is added, the rows have disappeared from my original sheet however they have not moved/appeared in the sheet they were meant to be move to. Help!
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Multi-Select & Automated Notifications
I'm trying to create an Automated Workflow for Requesting Budget Updates. We some times have to send out Update Requests for Monthly Budgets - obviously the number of months will vary client to client. My question is - is there a way (using Conditions, Formulas, etc.) that I can setup one Automated Notification that would…
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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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Quick Auto Pop-Up Form As Part of an Automation
We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
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Current vs. Next Due Date
We have a list of software/hardware/contract obligations. Currently it is setup to provide 30, 60, and 90 day reminders (based on current the due date) to the interested parties so our contracts and licenses do not expire. I am wondering if there is a way to update a renewal date for the following year once it has been…
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Using custom value for auto-number in primary field.
I read an old post that said use =[Row ID]1 to copy an automated sequence number in to the field specified. I want more that than just 1,2,3. I would prefer V00001, V00002 etc.. to increment for each new row. Is that possible?
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Approval Workflow - Send to contacts in a cell
Hello, I am creating an Approval Workflow with "Unrestricted" Automation Permissions so that the approval request can be sent to any email. The Requestor is prompted to enter the "Approver Email" within the request form. When creating the workflow under "Request an approval" I have selected "Send to contacts in a cell" but…
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How can I make my automation stop updating once a column is checked?
I am trying to set up an automation so that when a column is checked it copies to another sheet. The problem I am having is that anytime anything in that row is updated it is continually copying over. I want it to be a one time copy because I then have it mesh to another sheet.
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Automation Isn't Working and I'm Stumped
Okay, I am stumped. I am unable to have a simple automation run on my sheet, much less a complex automation. It used to work, now it doesn't. In my Personal Settings, I have all the boxes checked in the Notification Preferences, so I don't understand why I am not being notified. Any help from the smarter folks out there to…
