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Record a date automation not working?
I have a task list, and I want to use automation to supply the date the checkbox gets checked. Here is my workflow: Am I misunderstanding this workflow? Do I need another condition in there somewhere? Absolutely nothing happens in this sheet when I check the boxes. Thanks!
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Wasn't there 1 email sent for multiple approval requests?
Hello! I have an annual process where I trigger an approval workflow to approve/decline the way controls are written. Previously there had been one email that was generated for all of the approvals assigned to the same person as long as they were triggered at the same time. I just tested the process and sure enough that…
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Date Added when my Primary Auto Populates?
Hello! I am trying to find a way to use an automation or something of the sort for when a specific cell is no longer blank. Context: Primary Column is linked to a hidden auto-numbering column The "Date Added" Column was working for a while but every now and then the sheet will add about 5+ empty but numbered rows at the…
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Help with cross-sheet references
I am having some trouble understanding this. I have a form connected to a large gathering sheet where individual peoples info is all tracked by a 'Unit' or team. I have automations set up to separate each units info from the form to that individual unit (So I have one form collecting 25ish teams form info, and then it gets…
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Copy rows to create historical data
Hi - I have a metrics sheet that calculates different metrics from other sheets. At the end of each day I'd like it to copy those metrics over to a historical tracker so I can create a chart of how each metric moved over time. This is my metrics sheet I'd like it to copy over to an identical historical data sheet but into…
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Auto Number column for only NEW rows
Hi - We have a sheet where we are tracking issues, and we'd like it to assign the next number in sequence once a new row is submitted via a form. Below, the "Issue Number" column is the primary column, so I cannot make this an auto-number column. What would be the simplest way to implement this? I cannot include other…
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Merged: Email Delivery Change -Automation
This discussion has been merged.
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Calendar Query - repeating item automation
Hi there Im creating a calendar for my team in SS - some items are repeating Weekly / Monthly / 1st Wednesday etc. How do I automate that rather than having to type each entry individually ? Thanks for your bright ideas 🌟
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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Adding an Attachment from Dynamic View is Not Triggering an Automation
In my Dynamic view, I have allowed users to add an attachment (this is the only update they need to make to the row). In my sheet, I have an automation that is triggered 'when a row is changed' and an 'attachment is added or changed. The action is to change a cell value. When I add an attachment via the Dynamic view, the…