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Automation - Copy Row to Top of Slave Sheet and Autogenerate new row number
Hello, I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use different Quotation numbers and Sales Order numbers (which are auto generated from form entries in their respective…
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Automation workflows
Hello, I have set up a Request for approval automated workflow which is great. I then needed an automated work flow for an action and/or a decision. So I set that up by using the same request for approval automated work flow. In the email that the Owner who needs to carry out the action or decision receives it says 'status…
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Automated Workflow to Generate Doc
Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is mapped and it works manually to generate it, just cannot get the automation to work Anyone else have this problem? Any…
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Move Rows times out/doesn't work manually or via automation
I have a large sheet that is fed by our salesforce connector which serves to collect status on orders. We have automation in place on this sheet (and many others) so that when a date is reached the rows automatically move to a Completed sheet in order to keep the original sheet clean and focused. This was working, but a…
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New Checkbox Features in Automations
Now that the Checkbox column had the flag option, I am finding it doesn't appear as an option in setting up an automation. I have a column titled NEW that I have selected as a flag, but it doesn't appear as an option to select in a workflow. However my other checkbox column DONE is an option and is set as a regular…
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Resource Master Sheet
Hi All, I hope I can legibly explain what I need here :) I would like to create a master sheet that will summarise what resources including dates/tasks I have assigned in other sheets. Is this possible to grab this info automatically from multiple sheets and also automate updates when changes are made? Cheers in advanced.
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Can I delay move a row automation?
Hi all, I have a project tracking spreadsheet and am trying to understand if I can delay the move a row automation somehow. Currently, the workflow is triggered when the project status is switched to Closed. I would prefer that the row is not moved until the first of the month following the status change, so that the…
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Copy rows automation (cross-sheet formulas involved)
I'm creating a semiautonomous preventative maintenance ticketing system (fleet oil changes, tire rotations, etc.) that copies rows to a sheet for our mechanic based on when a piece of equipment needs the service. The copy row automation is set to trigger when the mileage gets within 150 miles of scheduled service miles.…
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Hide columns from Published Public View?
Is it possible to hide columns from the public view once a Smartsheet has been published? I thought it was possible, but I can't figure it out now. We sent out an automation to have different people update their rows for a directory. There are 1-2 columns that are just for our team on the backend (additional comments,…
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Assign People then Notify/Update Req
My sheet gathers info from a form. Based on the criteria or checkboxes it assigns people to roles. Then it is supposed to notify several of those people and send update requests to some others. I want to use "on triggered" notifications and update requests so I can customize the subject & messages with placeholders. It…