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Refresh System when New Sheet is Created so that Automations Can Find Them
Whenever I create a new sheet using the "+Add" button in Workspace view, I have to wait quite a while for anything in the "Automation" menu search to see it. EG, when I need to setup an automation to "Move" a row, it asks me to search for the referenced sheet but it takes a while to appear. Refreshing doesn't change it. I…
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Placeholders in automation and column formulas
Do the placeholders {{cell content}} not work on automated messages on columns with a column formula? I can only get columns with no column formula to work when testing. But I heavily use column formulas as I am sure a lot of people do so that really limits what I can use automations for.
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
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Group Rows Automation based on unique column ID
I am looking if there is a way to group rows that share a unique cell (i.e. Quote #) into one parent dropdown. I am wondering as a workaround due to the fact that the "Copy a row" automation from one sheet to another does not update the existing row but rather adds another row for the same quote ID # in this case. We are…
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attached file to mail
its would be excellent if when i generate file with automation, its will be sent via email and attached to mail conversation' not link .
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Help with Automation Workflow based on Large Email List for Condition
Hi everyone, I've set up a smartsheet with a form for our employees to sign up for an internal training program. One of the form fields asks for their manager's email, and I need to notify different internal contacts depending on which group that manager falls into. Here's where I'm stuck: I have two separate lists of…
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Automation on Row Changes at Specific Time
I want to set up an automation that runs daily at 8 am when any of three column cell values changes to any value. I am struggling to figure out how to do this with having one email at a specific time with all the changes daily as the conditions only allow me to select cell values not change to any value and if i make the…
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Merged: Enhancement Proposal: Business Days in Smartsheet Automation Conditions
This discussion has been merged.
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Auto filling quote number column using automations?
I want my quote number to auto populate a quote number only when a new job row (parent row) is added. We use the quote number NV25-0xxx (ex: NV25-0258, NV25-0259). Multiple clients requesting the same job go in children rows, the children rows get the same number as the parent row so I do not need new quote numbers(I added…
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Configure Google Suite App Access Control From Smartsheets
Hi, I'm trying to automate the population of access control lists in Google Suite apps (Docs, Sheets, etc.) based on a list of names/emails maintained in Smartsheets. Has anyone done something like this before? Thanks! Gary