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Referencing Values While Using Workflows and other grievances
There is some serious disconnect between Workflows and Formulas/Functions. I use Smartsheet mostly for task management on a small software development team. When we submit a code change it must go through multiple steps in this case: Development, Testing, Code Merge, and a few other tasks. I want to create a form that…
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How to export data to Excel without overwriting previously exported data.
Howdy! I have built a very robust sheet for collecting form submissions company-wide. We are currently maxing out our sheet cells every two months and I'm having to manually copy/paste the data to a running excel file that our Analytics team uses to connect with PowerBI. Can I set up an excel sheet that just pulls 'new…
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Turn Cell Formula into Column Formula
Hello everyone! I am at the beginning of making some operations sheets for my job and will need to rely on column formulas I have successfully input a formula in a cell and it works! When I drag the formula down, it works. However, when I try to convert it to a column formula I get the error saying that the syntax is not…
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Copying Date to Text Cell
Hi everyone, Is there any way for a formula or automation workflow to automatically copy/insert a date into a text cell? I'm trying to create a formula where if the STATUS column is "DATE" it will then Copy the date the item was created into a text Column. Is this possible? Thanks!
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Automated Reporting
In our organisation we prepare a number of different reports to different levels within the organisation. A lot of this information can be duplicated across different groups and levels. I am wondering whether we could create a sheet to capture these reporting updates from teams, through direct entry into the sheet, or…
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Rows added/Changed Trigger automation is not working based on columns referencing another sheet?
I have a sheet that is supposed to move rows to another sheet if a column is checked. Well its not working. It only works if I manually change a cell within that row. In the second screenshot above, in the "d" column, there's a lookup formula that checks if the column to its left is not blank. If column "d" is not blank…
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User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
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Formula to return 'TBA' if cell contains text 'TBA'
Hi, I'm currently using this formula which works: =IF([\[H\] Variance (%)]@row < 0, "Under Budget", IF([\[H\] Variance (%)]@row = 0, "On Budget", IF(AND([\[H\] Variance (%)]@row > 0, [\[H\] Variance (%)]@row < 0.15), "Moderate Budget Overrun", IF([\[H\] Variance (%)]@row > 0.15, "Significant Budget Overrun")))) However, I…
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Alert someone automation - Not including attachments
Is anyone noticing that a automation of alert someone is not including attachments of that row, even if its to send all rows, comments and attachments? If I right click on the row and send it, it includes everything - but not on a automation.
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I am trying to create Workflows based on varying frequency and day row is added.
I have a Smartsheet that gets updated with new data every Monday. As soon as a row is added, the project manager gets a notification to set the "Reporting Frequency". This can be Weekly, Bi-Weekly, or Monthly. The first Thursday after the row is added, a Buyer should receive a workflow that requests updates. Then the Buyer…