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Set up automated workflow to copy child rows to another sheet?
I have a sheet set up with parent rows for each month. I want to copy the child rows underneath the "July" parent row to another sheet using an automated workflow. What condition do I set if I want the rows under "July" to copy to the other sheet on the first of every month?
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Ability to automatically update end date on a row, after row is created based on create date
We are currently using a Form to submit requests for changes and would like to use logic to update the end date of a row after the form is submitted and based on the create date plus X number of days OR after a status is updated, if the end date is blank update the row based on X number of days. Is this type of function or…
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Approval workflow validation
Is there an easy way to validate that a request for approval submitted via a form is not approved by the person who created the request? My sheet contains a Contact List column from which approvers are selected. I have tried to validate this entry against the 'Created By' column but this does not match as the contact list…
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Incoming and outgoing project sheets
I am looking to implament project controls as below One (1) workspace All project sheets (no sub folders) Project control Sheet Reporting (at risk tasks, high priority tasks, hours per resource) As projects start (need to be seen on the Project Control Sheet) and end (no longer are needed on the project control sheet),…
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Automation Email
I have created an automation to request a form update. Not all the users are receiving the email. I can push the update manually to the user who then receives the request update. The Row Action Indicator says the email went out and status is Pending. I am stumped on why some users get the email and some do not. Anyone have…
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Question on auto-population between sheets
I am trying to setup some sheet automation as follows: Program Manager sheet: Tracking ID is auto-generated using auto-numbering When a new tracking ID is generated would like to populate that new ID into another Master worksheet into next available row Then that Tracking ID would be populate into individual program…
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Auto Approval - Update Requests
Hi All - I was wondering if anyone had looked into this - it's kinda of a workaround to a problem I know there's not a solution for. I'm trying to get a Status column changed/updated based on a User submitting an Update Request (to alert my internal team). I.E. - it would go from a status of Awaiting Account to Account…
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Using Workflow Automation: Move/Copy Row
When using the above automation how do you get the moved/copied row to populate at the top of the destination sheet. When the row that I have moved/copied populates, it is populating on the 25th row of the destination sheet.
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Helper columns to allow parent row data to be included in automation
Hello! I am trying to work on refining our automation in a project management tracker we have. Our parent row has the start and end date for the entire project. I am trying to create a helper column that would automatically count days to end of project for each project and repeat that number for each line of a project to…
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Automated emails
Hello I set up an automation for an email to be sent to the person who submits a form. I just noticed that whenever the form is submitted, the automated email that they receive shows as if I sent the email .... ie: "myname via SmartSheet" Why is it putting my name in the "From" field??