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Workflow to trigger comms when number exceeded but not in between.
Hi, trying to work out how I can get a workflow to trigger only when certain milestone numbers are met. For example, I'd like an email comm to be sent once the sum of a column reaches 50, 100, 150, 200 etc. The number will be entered via a form, very basic, so for example 4 entries could be sent via 4 form inputs (15, 11,…
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Data mesh: Merging between sheets
I have 3 sheets: 2 of them have their own forms to collect data, and 1 master sheet. The 2 individual sheets have questions which are similar to each other and questions which are completely different (they are 2 forms of questionnaires). The master sheet is used to merge the answers of the similar questions and all other…
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Function to prevent the same task from being performed twice
When uploading a document to a row, the user is able to choose new document or new version of existing document. The system somehow recognizes the previous document that has already been uploaded to a row. Can Smartsheet create an enhancement by using the same logic to recognize a previously executed workflow, automation…
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Smartsheet Automation for Request to update and Request for Approval
Hi, Can anyone experiencing not receiving any notification for Request to update and Request for Approval I am not receiving any even though the workflow, trigger condition is correct
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How to include Gantt chart view in automated email?
Hello! I am building maintenance tracking Smartsheet tool for my organization. I have been able to set up and automate my sheet with all other tracking I'd like (date, duration, impacted area, etc.), but I have not been able to determine how to automate including a Gantt view in my automated email communications.
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Form Submission / Vlookup Integration
Is there a mechanism to achieve either of the following scenarios: Individual populates form and choose a serial # from a drop down list. Can the fields on the form then use vlookup to auto populate the equipment's location from a master grid sheet on the form prior to submission? OR Individual populates form and choose a…
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Why Isn't Assign Someone Automation Automatically Triggering
I have created a sheet to log all of the Change Orders coming into our PMO. The data in most of the columns are referencing a sheet that uses APIs to pull information from our client-facing system, but I had to create a separate sheet that is essentially a copy to support automations and some additional columns without…
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Editable email Subject header from Smartsheet Notification
Hi There, I would like to propose that Smartsheet considers the email subject header that is received from a Smartsheet notification from a form or sheet. Currently, because not everyone in my company has Smartsheet, let alone a Smartsheet log-in, we need to send show the name of the owner of the sheet, that appears on the…
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Determine Column for Comments When Using Approvals
When we choose Request an Approval in a workflow, the only place the approver can comment is in the Comments section, but it would be nice to have it go to a specific column of our choosing.
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Automations skip the first row
I have a template that I create a sheet from every day by pasting in data, saving, and letting the automations run to send notifications. Once each automation runs (7 of them), it locks the row, and adds a check mark in a column so I can see which rows ran correctly. Lately I have noticed that the automations seem to skip…