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Can I Automate entering/erasing data from a cell?
Is there a way to set up an automation so the content of a cell can be changed when one or more criteria is met? I have a sheet where I'd like the cells in a particular column to be cleared at a certain time everyday. Is this possible?
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Alerting Someone
Hi We are using the PTO & Project Staffing Template set and I would like to know if I'm able to set up an alert if someone exceeds their hours for the week? Currently it only shows as red on the Master Resource Roll up so, users are having to constantly flick between the two sheets to see the week they have over allocated…
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Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
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Column value updates from MS Power Automate Flows
Hello, A developer on our team has created a Flow via MS Power Automate to add in a row into a Smartsheet via a SharePoint form. If one of the values for the form is updated (the form can be saved and submitted multiple times), how does Smartsheet handle the new value? For example the column name on the Smartsheet could be…
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Manually run a workflow trigger
If I decide to create a workflow trigger (move rows to an archived inventory sheet), can I manually run the trigger? Will the workflow only work when new info is input and not capture the data previously entered before a workflow trigger was created? Seems to me that workflow triggers to work manually if needed since…
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Automation involving 2 rows
I have a sheet with a list of tasks that need to be done. Example: row1, checkbox, task name, who, start date, finish date row2, checkbox, task name, who, start date, finish date I would like to have the checkbox in row1 to trigger an alert to the who in row 2. Can someone share if this is possible and if so how should I…
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Generic email for workflow
I am building workflows for operations of various teams. I came across an issue when we implemented one of them- when the automatic workflow (Update request) goes out, the email is coming from me. I am getting questions therefore about the issue, so I'm wondering how/if I can make the 'sender' a generic account?? Do I need…
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Customize "From" sender for alerts
It looks like on April 17 Smartsheets changed the "From" address for automated alerts from "Smartsheet Automation" to the spreadsheet owner name. https://www.smartsheet.com/content-center/product-news/release-notes/personalized-sender-name-and-reply-notification-emails This has caused a lot of confusion for our team. Is…
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Workflow Approval Question
Hi everyone.. i have a pretty complex smartsheet and I'm using workflow approvals.. I have about 50 different columns, but there is conditional logic on the form - so when someone fills out the form.. sometimes they could only see lets say 5 columns (or field elements). The current automation I have is when the submitter…
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Automation notification or email not coming through
Hi! I wanted to have an automation notification set up that when "form uploaded" is checked, it notifies the person in the "manager" cell. I've tried to adjust my automation two different ways, see screenshots below. Simple enough, but it isn't going through.
