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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…
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Can I get an email alert when someone comments on my assigned column, but not have it alert me
I like the idea of getting an email whenever someone comments on my assigned column, even if they don't @ me, but I don't need to get an email notification when I comment myself. Does anyone know how to build out this specific automation? Thanks, Will
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
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Is there a way to see if an Automation was completed?
Hello, I am having trouble with an automation not running. It will run sometimes and other times it will not. I basically have it where if text is entered into cell 1 it will change the status cell to closed, once closed it will send an email to a different person letting them know if the ticket is closed. Currently when…
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Generate Document Automations Errors with Modified Column
Hi all, I'm encountering some issues with my generate document automation - The overview is: I have a sheet with a form input (Sheet A) and a main log (Sheet B) - the intent is to have users fill out the Sheet A form with each inspection, and that info is index collected into Sheet B to keep it clean and not have all the…
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Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
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How to build a row amortization formula
I have the following fields in smartsheet: Value: 10,000 Remaining Periods: 20 Amortization per Period: 500 I am able to create a row amortization in excel with a formula based on the "Column name", but unsure how to do this in smartsheet since I can't reference column name. Is there a way I can easily recreate this? (see…
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How do I create an automation that ignores certain calendar days?
I created an automation in which I inserted 3 columns with dates in this way: Column 1: date A Column 2: date A +3 days Column 3: date A +5 days The problem: I would like the automation to ignore weekends and public holidays (of the Italian calendar). But I don't know how to do it, does anyone have a solution? 😊
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Merged: Automation and Scheduled Emails - Only on the hour?
This discussion has been merged.