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Automatically Organizing Rows into Hierarchy
Hello Smartsheet Community, I am yet another formula-deficient SS user. Looking for insight on a formula or function I can set up, as I asked the AI formula developer tool to create a formula for this request and it stated, "Smartsheet formulas cannot be used to automatically organize rows into hierarchy". I have created a…
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Changing Finish Date based on % Complete Column to Update Schedule for Predecessor Tasks
Currently in a Project Sheet there is no way to automatically change a Date in the Finish column once the % Complete column changes to 100%. I am trying to have the schedule auto update the predecessors start and end date based on the date the ancestor task actually was completed. There is currently no way to automatically…
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How can I automate sending emails to a given cell upon changes to a row?
Hi. I am using an Automation workflow template for Alerting someone given a change in a row. I would like to send an email to a given email address in an 'Email' column in my sheet if something in the row changes. I see only the options to send a email to a given contact in the sheet or to prespecfied people, however these…
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Slack Integration
Hi All, I know we can integrate Slack with Smartsheet to send notifications to Slack. I would like to know if it is possible to use information in Slack Workflow to update Smartsheet automatically. This would involve adding the details of the Workflow into a new row in Smartsheet whenever a new message is posted in a Slack…
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Is It Possible To Have Automations Triggered By People Visiting The Sheet?
We are building a smart sheet system that includes one base sheet along with several reports that break up columns, depending on which stakeholder is viewing the report. The goal is for no one to actually edit or review the main underlying sheet, but to only view and edit the corresponding reports. Is it possible for me to…
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Automation field selector
In the automation process, where you can select which fields are sent in an email, it would be great if we rearrange them. If you want to add a recently added field from the grid to the top of the list, you have to remove all previously selected fields and re-add them in order.
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do attachments get sent in the email from an automation?
I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the email I get does not include the attachment, is there a way to make the email include it?
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Using Document Builder can I create one document to populate from different sheets?
I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document…
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Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…
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How to edit who receives automated emails.
Hello! I have a sheet that sends out emails on the first Monday of each month that contains a pdf copy of the sheet. I would like to edit who receives these emails but cannot find where to do this. The sheet does not have any automation workflows so I am stumped. Thanks in advance for your help!
