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Multiple Forms - Add info to existing row
Hello! We work with a registration form that feeds a master sheet, we want to add another form that will update or add a request for change for a registered contact, but we do not want to generate a new row, we want Smartsheet to match the name or ID to the initial registration and update the columns. Do we need a formula…
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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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Sheet Not Showing in Automation Search
I've been given Admin access to a work app that the owner would like to have linked via a copy row automation to my workspace, but when I try to search for the sheet, nothing is coming up. I've tried refreshing, waiting a few minutes to see if it hadn't indexed yet, all without luck. Any ideas?
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Notifications Currently Experiencing Issues?
Hi All, I seem to be having a bunch of notification issues, and I'm wondering if anyone else is experiencing issues. Please keep in mind I have had these automations in place for over 2 years already & they always worked as expected. Is this a system-wide issue, or should I connect with Smartsheet Support? Issue 1 -…
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x-sheet reference - trigger for automations
Trying to trigger an automation that is not working b/c the source column is a x-sheet reference value. I understand tht x-sheet references cannot be the trigger for an automation to run on the destination sheet. I've added a helper column on the destination sheet that is a formula column that references the column that…
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Need Formula for Subtracting Order Quantities from Inventory Quantities
Hi! What formula would I use in Smartsheet to automatically subtract a quantity from one sheet based on what is submitted in another sheet? I have one sheet that is where we will manage the "orders submitted" and on that sheet is different columns for different items that can be ordered and the quantities requested for…
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Automation Across Multiple Task Checklists in a Workspace
I have multiple task checklists to monitor so I need one weekly report that will show all the past due tasks from every checklist under the one Workspace. Currently, I'm adding the Automation to each checklist. Is it possible to just add it to the Workspace itself and run to capture from all the checklists?
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Automations to move rows to another sheet is moving more than requested
Hello Smartsheet Community, I have created an automation to move rows over to another sheet when a certain phase and date are triggered. This automation is currently moving over those rows, but other rows in addition to the ones it is requesting. These other rows shouldn't be moved at all as the phase is not listed as one…
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Create a new row when a cell is updated in a report
I have a Report that pulls from a source sheet. When the data in the Report is updated, I would like it to create a new copy of the row in the source sheet rather than updating the existing one. Currently, since the Report is directly linked to the source sheet, any changes made in the Report overwrite the cells in the…
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NETWORKDAYS & Weekends with Notifications
I am using the below formula to try to stop notifications on weekends and holidays. My automation has a condition to check if this field has a check mark. If it does have a checkmark, it sends a notification. If it is unchecked it is supposed to not send notification but it appears to still be sending them on the weekends.…