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'Request an update' Automation: 'Condition' where column contains a cross-sheet reference.
Will the automation “Request an update” fail if the 'Condition' column contains a cross-sheet formula that pulls data from another sheet? For example, there are two Smartsheets: Sheet ONE contains Project ID, MFG Rep and Customer Price. This is the source sheet for Project ID and MFG Rep. Sheet TWO contains Project ID, MFG…
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Vlookup range not updating with form submissions
I have a sheet with a list of employees that references form responses on a different sheet, and via vlookup function pulls in the date a form was submitted (to track who has submitted the form, and who as not yet done so). The problem I'm having is the vlookup range automatically limits itself to the forms already…
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Automation: Send to contacts in a cell
Hi, I'm having an issue where an automation won't send an email. My personal settings are correct. It will send the email if I input an email address, but it will not dynamically pull that email from the submission. I.e, it's a mutliple form, and the form gets filled out by X person, who inputs into one of the contact…
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Salesforce-like Workflow/Templates
Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner. I'm simply interested in creating a very scaled back, yet similar…
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Approval Request with Multiple Conditions only Sending First Request
I need an approval request to run to any impacted team leads when a new estimate is uploaded. For example, if a new estimate is uploaded and the departments included are Search, Social and SEO, I need an approval from the lead of each of those departments. I have an automation set up for approvals that is triggered when a…
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Is there a way to send a Notification for a specific Row only?
I have a situation where a single line item is critical, but it has multiple dependency tasks that can impact things without the general user knowing. I'd like to be notified when the dates on a particular task are changed, whether inadvertently or on purpose (based on changes to the dependent tasks).
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COMPARE COLUMNS
Hi have two columns with ID´s and i want to compare them see, if an Id number has a match or a mismatch in the other column. What kind of formula de you recomend to do this? I used Vlookup: =VLOOKUP([NÚMERO DE SINIESTRO]1; {SINIESTROS CF}; 1; false) and Match; =MATCH([NÚMERO DE SINIESTRO]1; {SINIESTROS CF}; 1) But i only…
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Sending report link as automated alert
Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A message appears at the bottom that says 18 more rows not shown. Is there anyway to include all rows in the report in the email,…
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Automation workflow & Proofing trigger
I have been using automation workflow but there is no trigger for proofing. When will it be made available?
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Stopping Automatic Update Requests
Hello, I have many automatic update requests throughout a smartsheet; however, is there a way to create an automation that cancels the update requests without me having to go into each row and manually cancel them?
