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Automatically generate parent row with child rows via form?
Hi! I'm trying to modify a form with a simple grid sheet so that the input of new information via the submission of the form will cause another sheet to automatically generate a blank parent row with (1) the information from the original form and (2) attached child rows. In other words, the ideal final process would be:…
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Automation Issues
Good Morning Everyone, Happy Friday, I am relatively new to smart sheets and had a question in regards to the automation feature. So I have this sheet specific to techs out in the field and once they fill out what they are suppose to, they are able to check off a box for completed work. That will automatically trigger the…
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Including Row Comments in a Message Only Alert Someone Notification
I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has…
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Automated Workflow is saying it's triggered but not sending email/showing up in updates list
Hello, I have created a few automated work flows that are to go out monthly. The automation went out just fine last month, but now after updating the information to be the next month, it says it was triggered, but does not show up in the Update Request log. I set up a whole new workflow as a test and neither of the…
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Hierarchy issues
Hi everyone, I have been pursuing the forum but I can't seem to find the answer. For some background, my company had a team that set up our Workspace and sheets. One of my coworkers was also the admin but recently left for another job. I have been tasked with taking over admin/owner duties now. I understand the basics and…
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Automation in Portfolio Rollup Sheet Not Working Properly
I have a portfolio rollup that is exclusively made up of cell links from all of the metadata sheets from the various projects we are tracking. In an attempt to remove the complexity of managing the project I wanted to automatically archive metadata lines from the rollup via automation. An example of the process flow is:…
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Alert Triggers?
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
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Recurring Dates in Routine Task List
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
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Automation if condition 1 is meet do not do condition 2?
Hi, Is it possible to set up a conditions so if condition 1 is meet then do the action, if condition 1 is not meet then do condition 2 and do the action. Thank you