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Can I automate what lane a card in the dashboard is in based on filling out another linked sheet?
Can I update a dashboard to change status based on another linked sheet? E.g. once tasks 1, 2, and 3 are done I would like the card to automatically move to the next lane/status.
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Can an automation reference a column from a cell value?
I'm trying to track which users are granted access to various systems. What I would like to do is to have one grid which lists all the System IDs (and various properties as columns) with one system per row, and a unique System ID for each system. Then I would like a grid that lists each user as a row, and the column…
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PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…
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Dynamic Drop-Down
Does anyone know if the options in a drop-down can be linked to a table? I have a sheet that users can pick a "provider" from a drop down list. That provider is associated with a vlookup that helps to populate other columns in that sheet. However, the "provider" list is dynamic and changes when a new provider is added to…
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Auto number column type and copy rows workflow
I have two sheets that utilize the auto number column for tracking two different things. sheet two has all of the data sheet one has, including the ID that is autogenerated on sheet one (manual input into sheet two), but it also has additional columns such as the autogenerated sheet two ID. I wanted to create a workflow…
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Create an automation to set column value on a new row
I'm trying to create my first automation, and although it seems like a dead simple use case, I can't get it to work. I simply want a default value for one of my columns. It's a drop-down column, but it looks like SmartSheet doesn't support setting a default value, and an automation is the recommended approach. So I'd like…
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Merged: Move or Copy Row Automation should allow for Select Field handling
This discussion has been merged.
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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Reduce Lag Time for Automation Triggering
The lag time to trigger Smartsheet Automations is extremely variable and often far too long (usually 1-2 minutes, but Smartsheet claims could take up to 15!). This is a frequent complaint from my users and significantly limits the utility of these features. I frequently need to use a copy or move row automation as the…
