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How to use automation to copy only certain rows to another sheet?
I have large rows of dataset in a sheet. I am looking for a solution that can copy specific rows to another sheet based on certain criteria. I used the automation template for copying rows, however, on fulfilling the condition specified, the automation all rows in the primary sheet to the secondary sheet. Is there a way I…
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Skipping the middleman (calculation sheet)
The company I'm working for has a database that houses info for our external clients, the database is constantly being updated nearly daily, I currently utilize a separate sheet to perform =countifs contain functions to create visuals on a dashboard for various statistics based off the columns of information as it updates.…
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Automations Workflows Not Sent to Users with Unrestricted
Hi, This may have been discussed and questioned in other posts, but I am getting notifications from Smartsheet that my workflow is not being sent to other users that are not in our account even with the settings being Unrestricted. Is this a known issue?
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Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…
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TODAY() returns yesterday or tomorrow depending on your timezone
Hi Community, We have an interesting issue here in Melbourne, Australia when we use the TODAY() function. At various times of the day, it can return yesterday's date rather than today's date (as it should). Took quite a while for this to be acknowledged, but the behaviour has been confirmed now by a couple of senior…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
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Why isn't one person receiving my automation email anymore?
Beginning last week one of my team members stopped receiving one of the automation emails from two of our workflows. The automation is setup to send the email to the contacts in one field using multiple contacts that automatically populate with the same people in it. I am one of the contacts and I am still receiving the…
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can we create an automation or other method of removing columns
So I've been trying to figure out a way use have an automation transfer lines to a new sheet but then remove the extra columns. I'm ok using a helper column and then transfer it to a 3rd sheet but I cannot figure out a way to do it. Basically I have several sheets I want to create where a long sheet gets transferred to…
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Creating a Form to Automatically Indent Tasks Under Projects in Smartsheet
I am working on a project tracker in Smartsheet and need help setting up a form that allows users to add tasks under specific projects. My main challenge is ensuring that these tasks are automatically associated with their respective main projects and indented correctly I'm struggling with the automation part.…
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Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
