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Form Resubmissions
Good evening, I'm posting again in the hopes that someone can help me with an issue. I have a form that is being used to route matter closing requests from the attorney to Accounting to Records. I have a number of forms that were submitted (entries in the SmartSheet) but never went to anyone in Accounting because the email…
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Automatically adding rows to sheet and automatically nesting them under parent row?
Is it possible to have a rows automatically added to a sheet (for instance from a form on another sheet), and have the rows automatically be nested under the correct parent row on the target sheet? For example, if the Primary column is "project name", and "parent project name" is a field on the form, is there any way for…
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How do I get my workflow to work?
Hi could anyone help me with this work flow? Firstly I wanted once a row was complete, it would delete, however i read through some of the comments and showed that this was not possible. Instead I wanted once the row is complete, to move into a separate spreadsheet, however the work flow isn't working. Could anyone help?
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Allow data entry only if another column is not empty
Hi everyone, To help you understand, our business is about rentals. In our sheet, we have columns for: Date the contract was issued Date "from" (when the rental starts) Date "to" (when it ends) I am trying to find a way to allow Data entry in columns 2 & 3 only if there is a date in column 1. If column 1 is empty, employee…
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Is it possible to format the body text of an email reply under Alert someone? Will the body text und
Is it possible to format the body text of an email reply under Alert someone? Will the body text under Customize Message accept HTML or another markup language? I would like to include a couple of hyperlinks and apply background color highlight to a few words.
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Automated Workflow in archiving the data in the sheet
We are using the Smartsheet form to collect the real-time customer experience survey data. One of the challenges is, after a few months, the number of rows in the sheet will approach the 20,000 rows limit. Therefore, we need to manually go in and move some of the older data to a new sheet to allow the space for additional…
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Is it possible to NOT display the Row Number in an Update Request email?
We have a sheet that collects basic award nomination information using a Form submitted by the nominator (indiv A). We then need the nominee (indiv B) to update their mailing address with us. We are using an Update Request automation to capture the address information on the same row in the sheet as the rest of the…
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How do I send row data to an email contact in the same row every 30 days?
I am wondering if anyone can help point me in the right direction in setting up this smartsheet. We are trying to automate an email notification for over 100 employees for when they receive a time accrued balance at the end of the month. I was thinking each employee will have their own row with the time accrued balance,…
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Workflow and cell linking.
I have two sheets that have linked cells. I want to use the workflow to make the tasks from the second sheet disappear if the Status column says complete. Is this possible? I know how to set up a workflow to move cells to a new sheets but it does not seem to be working. Is this because I have the cells linked to another…
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Monthly Reminder Automation
Is there a way to send a report monthly of changes that have been made to a sheet? The max length in the workflow is Weekly. Does anyone have a work-around for this? Thanks!
