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Custom Auto Number Formula
HI Community I need help creating a custom auto number formula using set prefex and a reference column. The DRN "number" or Identifier must populate as follows: ABCDE-DRN24-020T. The prefix 'ABCDE-DRN' is absolute for all numbers and the '24' after DRN is referencing the FY Reference column year. The next 3 numbers after…
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Dynamic Notification Email Customization Field in Automation Setup
It would be awesome if, when setting up automations, there were a check box for "Send Custom Email?" that opened up a dynamic field when checked. If checked, a new menu opens that allows you to edit the From, Subject, Message, etc. fields in the notification email sent to users in the designated column(s) utilized in the…
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How do I move certain values from one sheet to a different sheet?
My attempt: Step 1: Sheet #1 get populated with new values (via a form submission(s)) Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details) I tried the automation feature, but the whole row gets copied. I want it so that only certain…
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Automation is repeating the subject line 3 times
I've set up an automation to go to the contacts listed in contact column. One contact is a cell phone number with SMS gateway code so that it can go as a text. It works great, other than it repeats the subject line I enter in the automation three times before inserting the body of the message. For example my subject line…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Copy row automation not going to next available line?
I have gotten the automation to work moving rows from one sheet to another. For some reason though, the copied rows go into the new sheet 30 rows below the next available row? Any ideas?
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Automated Workflows for Appointment Reminders
I am currently working on a Solution for a Pilot program that three of our Pharmacy Sites are participating in. This Solution will contain 4 forms and 3 Scheduling Calendars, One of the "asks" was to be able to send an appointment reminder to the individual scheduled. I have set up an Alert as the Appointment reminder and…
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Automate an "Active" field
Hi, I have a sheet wherby i have statuses, start and end dates, and also an Active field I would like the "active" field to populate whenever a status is either In Progress Review Sign Off And when the date is either Today, or in the past. I'd like the field to also clear, if none of the above is met. I have set up the…
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Merged: Increase Character Limit
This discussion has been merged.
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Know any knowledgeable resources interested in becoming a Smartsheet Innovation Specialist...
Alight Solutions is seeking a Smartsheet Innovation Specialist As part of our Professional Services - Global Project Operations team supporting deployment of HR and Finance Systems to large and medium size organizations, the Smartsheet Developer’s primary responsibility is to develop solutions using core and premium…
