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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Cannot find sheet for copy automation
I have three sheets that I am trying to get to copy to each other for bidding. I have made this automation for multiple other projects in the past. When I go to find the sheet that I am trying to copy to, it is saying no results found. I am an admin on all sheets that I am trying to use. I have copied and pasted the entire…
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Setting automations based on time in a cell
Automations can be set to run on a date found in a cell. Automations are able to be set to run at a particular time. Is there a way to have the automation look at the time in a cell just like with dates? This is so important as certain alerts are not only date sensitive but also time-sensitive.
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How to use the condition in request automation?
I am very new to Smartsheet and needing a bit of help. I am trying to set up a request update automation for individual fields as needed. For example I have approximately 32 fields that are autogenerated from a form. I am then trying to send an automation update request for fields that have a text associated in them,…
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Can logic be added to a sheet?
My boss wants to create a sheet that includes 4 different profile forms. I'm curious if this is even possible. Basically, we have 4 different excel docs that are profile forms, we want to try to combine these forms on a grid in Smartsheets but we want the fields to auto populate depending on which profile form is selected.…
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Copying a row when the row contains certain values but is not a set value.
I have a column that is called Task Name but there are all sorts of titles. I am looking to copy a row to another sheet if it contains, for example, N01-20 or N19-20. Because they are project titles, the Nxx-xx can be any combinations of numbers, but it will start with an N and be followed by the "two digit number-two…
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
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Recurring Tasks and Automation
I am relatively new to Smartsheet and would like to set up an automation for recurring tasks on the Schedule sheet. One suggestion was to use automations to clear out information if marked as Complete then change the date to the next due date. I would also like to include a notification then to the assigned person. Would…
