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Report created via automation in Zapier
Hi Guys, I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission. On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder…
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Formula or Rules to AutoPopulate Columns in Sheet
I have a master data sheet where a team of 30+ people will be adding 2021 data and creating our annual plan. To make it easier for them to complete the sheet, I wanted to have the ability to autopopulate certain columns based on their answer from a drop down choice in an earlier column. As an example: 1) If they select…
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Build an automation that creates a new row once a month
Hello! I did some searching but could not quite find what I'm looking for. I'm wondering if Smartsheet (now, or in the future) will have the ability for me to create a workflow automation that will run periodically (once a month) to create a new task/row. The use case is to create a new task on a monthly basis to have a…
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Save as New folder creation based on field value in sheet
We have a master sheet that contains all of our projects that are submitted and as new projects are approved (indicated by a value in a field), we make a copy of a template folder (Save as New). Is there a way to automate this process in Smartsheets? Ideally as the field goes from submitted to approved I'd like the folder…
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Automation - Manage Workflow - Move Rows to Another Sheet
This is the workflow automation i have set up. I want to automatically transfer a row from my "in review" sheet to my "approved" sheet when i select either yes or no. When i switch the column to yes or no, nothing happens. It does not switch to the other sheet, it stays where it is. What am i missing?
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Automating Google MailMerge of Reports
Hi all, I need to run a monthly report and perform a mail merge of that data into a google doc/pdf. Any pointers on how to perform the scheduled recurrence? Thanks!
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Creating automations and the dropdown list for contacts is incorrect
I have email addresses that are wrong in the automation. My contact list is defined and only is accepting the prescribed values. I would like to remove the ones from the automation if possible so folks don't inadvertently select the wrong contact. Anyone else come across this?
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Sending Rows with System Generated columns
I'm having an issue sending rows that have system generated columns to other sheets in my workspace. The problem is that I have multiple system generated ID rows across different sub sheets, each ID row is formatted differently, and I want them to all funnel into a master sheet's text/number column. Each time I automate a…
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Validations/checks before changing the status of a row
Hello, First of all thanks in advance for support. I have a question, which i think is basic.... but i haven't find the way to solve it. I have a sheet with a status column, then i have 2 columns for KPI values: Status, KPI1, KPI2, start date, end date, etc.... I want to "not allow" to complete the task if the columns with…
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Disappointed in Automation Announcement
The recent announcement that Automations will include sheet owners and users names is a huge disappointment! We needed Alerts to be anonymous! I have requested that for years now. This is the exact opposite of what was requested and what I have seen in the community discussed. Our business utilizes automation to send out…