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history of automation to 'alert someone'
Is there a 'sent' list/history of the 'alert someone' automations for a sheet? From what I can see, this information is not in the Activity Log. Thank you!
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Copy auto number field to another field in the same sheet
I want to send data from an Auto-number field in Smartsheet to Salesforce, since it is a read-only field it is not possible so as a workaround I want to copy Auto-number field data to a 'text field in the same sheet (which I should be able to map it to Salesforce fields). I can use a ( =[Column]@row ) formula to copy…
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Highlight Changes
Hello, I want to know when information has been updated in a sheet, how do I set this up so any changes made in the last X days highlight the cells? Thanks, Hannah
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Missing Automation
I have a workspace with dozens of dashboards, sheets, reports etc. I am testing a notification automation, and it is not doing what I want it to do (there are way too many uemails) at this point I want to disable it. When I went back to the sheet I thought I created it on, the automation is not listed. Is there a way to…
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Automation: Copy cell value to another sheet
Hi, not sure whether this has been answered yet but my question is as follows: I have a sheet, Sheet A, that stores all the projects and their information, such as Project ID, project status. I have another sheet, Sheet B, that stores only projects that have reached a certain stage (ex. in execution). And I just want to…
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Collecting Dates in a Reoccurring Approval
I have a sheet that needs to be reviewed and approved by multiple individuals on a regular reoccurring basis. I have already set up the workflow for this to happen but I will need to keep a list of the dates they were previously approved. Is there a way to use a formula like Join/Collect to do this? When I try it will just…
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Autopopulated customized response after form submission
I don't think this is an option, but here goes. I have a form connected to a smartsheet that references another smartsheet to autopopulate text information based on a selection in the form. Instead of someone having to either 1) go in and view the autopopulated cells, or 2) the smartsheet owner emailing the submitter the…
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Auto populate a cell when inserting a new row
Hi all, I am creating a project plan with RAG symbols. However, when I insert a new task / row, I would like the green symbol to auto populate rather than remain blank. Is there a way to show this as the green ball when inserting a new row? (Image attached). I would like to do this without a formula if possible. Thanks in…
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Automation > Action Block : Create a new Grid sheet from a template
Is it possible to trigger an action block that will create a new Grid sheet from a template? I'm trying to create an automation wherein if a new row is added to an existing grid sheet it will trigger the creation of a new grid sheet from a template and copy the details of the new row.
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Copy Row Automation - New Row Remains Linked?
Hello, When using the copy row function in automation is there a way to designate the copied row as linked to the source row? The easiest use case to explain this function would be a Risk Register Rollup where projects maintain their own RRs and when new entries are made it sends those rows to the RR rollup. As status…