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I am trying to setup a notification for when an ID is used twice within a column.
I am trying to setup a notification for when an ID is used twice within a column. I have more than 100 ID within the sheet and the sheet is still being populated so using the condition if equal to isn't quite efficient because it will mean I have to go into the automation to check the ID each time a new one is added. Is…
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Recurring workflow update requests based on date fields
Hi, This seems so straightforward I'm convinced I'm doing something wrong. I'm setting up an update request in a sheet that needs to be sent weekly until a checkbox is checked in a column. I can do this with no problems if I manually set the date from which to start the recurring updates. However, if I want to use a date…
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Auto number
I have a spreadsheet where i keep track of all the samples that we've sent for laboratory testing. They all have a despatch date and the lab that they are being sent to. Is it possible to set up the Auto-number system to generate only one number for all the rows with the same lab and date? The goal for this is to create…
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Smartsheet automation history
Is there a way to check when Smartsheet has sent an automation to a contact list? I need to dig out a date and time of when the automation was sent to someone specific....
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Automation - If person hasn't provided updates how can set up reminder?
I have weekly automation request that runs. Ideally if someone hasn't updated, I would like to send them an automated reminder until they do update the information. Is there a way to do this?
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Conditional Linking?
Hello, I was wondering if there was a way to unLink cells if a condition is met, i.e. if Column1 is checked then UnLink all cells in all rows this would be to lock values coming in once checked or if that is NOT possible ... If a value that comes into a linked cell (from another sheet source) is say $10 and I set up an…
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Monthly automation
HI, I am new to this. I am trying to set up a reminder to send out an email every month to a staff member to perform a particular task. The trigger is the date, correct? But what is the condition? Thanks Val
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More customization of update request emails
I am looking to send more specific information or instructions with an update request. For example, if the sheet has 15 columns, and I send 10 columns out in an update request, I want to be able to add a column description or some form of instructions for each individual requested column update. As of now, the only info…
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updating cells without loosing easy overview of historic data - how to?
We have a list of customers, where the invoice changes from month to month according to use of specific items. Example: Customer A will in January pay for 2 item Y, 0 zero item X, and in February pay for 3 item Y, 0 item X and in March pay for 1 item X, 3 item Y. Q1: Is it possible to have the customer update this…
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Best way to automate sending a row attachment to an outside client?
For each job my business completes, we record the job and all information in a single row. Once the job is complete a report is generated with Smartsheet merge in Google Docs and saved to the specific row for the job which also includes the client's contact email. Regardless of how the attachment arrives at the sheet row,…
