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Is there a way to track where an automation is coming from?
I set up some templates with automations for my colleagues to use. The intent is that they would adjust the automation settings to send the alerts to themselves. However, I continue to get "false" automation emails that are NOT tied to any of my sheets (i made sure all of my automations are correctly set up and the ID…
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Automation Question
Hi All, I have created a workflow to copy the incoming data on to different sheets as per the criteria. Now my questions are: 1) Is there a way to only copy certain columns when automating the work sequence? 2) When the data is copied to another sheet, can it be copied on the top rather than bottom? Thanks in advance. :)
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Update Request Help
I am trying to figure out a way to send out batch update requests to a large number of people within my organization. I had seen a workaround of adding a checkbox that when checked it would trigger an automation, so I have been trying to test it out on a sheet that I have been using for just my own tracking purposes before…
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Multiple emails sent for same automation flow
Hello all, I wonder if any of you have created an automation workflow that sends the same alert multiple times. I have two people who are getting four emails every time the automation is triggered. I have changed the workflow to alert me, but I only get one email when triggered, so I am not sure why two different people…
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Basic Automation flows not working
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
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Flag or Conditional Formatting?
I want a way to 'flag' a cell if it is out of range of two other cell dates. I haven't been able how to do that with conditional formatting because I can't set a condition to say if "this column" is NOT between "this column" and "this column" (where the dates change for each row). Is there a way to do that? I thought I had…
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Making mandatory an update request in automation workflow
I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send…
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Automating Status of "Completed"
I want to be able to have all tasks with a status of "completed" moved to the bottom of my parent section. I don't want to move to another sheet, but instead to the bottom of the parent. Is there a way to do this? Formula / Automation? Thanks in advance! -mc
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Has anyone successfully triggered an alert using only a checkbox as the requirement?
I created an alert to trigger when a check box is "Checked," however, the alert has still not arrived in my email, including the spam folder. I wanted this to print out a request for our working files without manually creating an "Update Request" each time I need one. I have tried the trigger as both "When rows are…
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Can a Smartsheet form populate a PDF, and then send that PDF to Slack
Hi My company has a logistics driver that delivers sets to theatre. He usually fills in a paper form of what he has dropped off and then takes a picture of that and posts it on Slack. We have decided to move over to a paperless system and have made a smartsheet form to track which sets are delivered. Each time a new row is…
