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Can I have ONE automation for approval requests go out, rather than one for each line?
A have a sheet that has multiple lines for each form entry. These entries need to be approved, but come onto the sheet as pending. At the end of the month, I want an automation to go out to let people know that they need to approve any pending tasks. However, when I did this, it sent off SO many emails, one for each line.…
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Automate Date Fields
I have reoccurring tasks that have start dates and end dates. What I would like to do is after the status changes to completed, then automatically change the date fields to the next occurrence. For example: I have a task that has a start date of 7/1/25 and an end date of 7/10/25, and that task reoccurs quarterly. Is there…
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Merged: Replicate rows based on cell value identified in form submission
This discussion has been merged.
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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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Merged: Set up Automation to physical send out attachments when files are shared.
This discussion has been merged.
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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Merged: Create a custom Automation Template
This discussion has been merged.
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Why isn't automation working?
This is a simple automation that is not being triggered and I can't figure out why. Could use your advice please! When the intake form is submitted, it updates the intake sheet, but the automation doesn't appear to be triggered as no emails are sent/received. I cannot figure out why.
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Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page? If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it…
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Add multiple rows in a sheet when certain task type is added
We have some jobs that are repeated and require a standard set of tasks to be completed. I would like for when certain job types are added to a sheet that it creates a standard task list in another sheet. For exmple, when a kitchen renovation is added to the Sheet 1, I would like 10 specific tasks to be added to Sheet 2.…