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How to automatically copy the approved documents into another grid or sheet?
Hi, I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"? Please lead me to an idea like formulas, automation…
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Move row automation/ Advance options
Hello, Is there a way to select the fields (columns) one wants to move to another sheet thru Move Row automation? One can use Advance Options> Column Visibility to select what to show for Alerts/Reminders and even in the approval workflow but it's not an option when moving/copying rows. Thanks
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Need assistance asking people who haven't responded to a form to fill it out.
I have two sheets. One with contact information and another with the fields for a form. I have a formulated column in the contact sheet that compares information to the form sheet and determines if the person in the row, or a representative from their company, filled out the form, basically like a V lookup. My question is…
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Automated alert containing a form to contacts outside of contact list in a sheet
Smartsheet Community, I am trying to create an automated workflow that will alert hypothetical meeting participants with an additional message containing a separate Smartsheet form link. However, I am receiving an error message that some contacts (emails) are not being notified in my inbox. These contacts are not part of…
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How can I compare two date columns in an automated workflow?
Hi! I want to create an automated workflow which copies rows where two date columns are not equal to another sheet, how can I do this?
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Automation between Smartsheet and Zapier: triggered raw on SS
Hi, I built several automation on SS that supposed to be triggered once raw updated. I did it via Zapier, though, it seems like sometimes it triggers and sometimes it does not. Every time I'm modifying a raw I save the changes to make sure the changes were saved. Anyone faced the same issue with Smartsheet and Zapier? Are…
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Report created via automation in Zapier
Hi Guys, I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission. On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder…
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Formula or Rules to AutoPopulate Columns in Sheet
I have a master data sheet where a team of 30+ people will be adding 2021 data and creating our annual plan. To make it easier for them to complete the sheet, I wanted to have the ability to autopopulate certain columns based on their answer from a drop down choice in an earlier column. As an example: 1) If they select…
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Build an automation that creates a new row once a month
Hello! I did some searching but could not quite find what I'm looking for. I'm wondering if Smartsheet (now, or in the future) will have the ability for me to create a workflow automation that will run periodically (once a month) to create a new task/row. The use case is to create a new task on a monthly basis to have a…
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Save as New folder creation based on field value in sheet
We have a master sheet that contains all of our projects that are submitted and as new projects are approved (indicated by a value in a field), we make a copy of a template folder (Save as New). Is there a way to automate this process in Smartsheets? Ideally as the field goes from submitted to approved I'd like the folder…
