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Automation for ever-changing database
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 want to create visuals on a dashboard for various statistics based off the columns of information. I used =countif and it worked well for some columns, but I quickly ran into an…
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Did anyone else have a huge number of outdated automations go out this morning?
Hi, I have a large number of users reporting that a significant amount of automations dating back to 2022. It seems to be across multiple workspaces that are not tied to our control centre. Has anyone else experienced this?
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Proofing email reminder
Client would like to send a reminder email to a reviewer after so many days have passed. In the email, is there a way to insert the file name of the proof? Better yet, can I capture the external proofing link as we cannot send the reviewer to the actual sheet. Thanks
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How to Reverse an Automated Task
Hello, I recently created an inventory tracking sheet and programmed it move a fully consumed material to a separate sheet. The parameter was "If rows are added or changed" when "fully consumed" is checked, then move row to "fully consumed" sheet. It was taking a long time to respond so I manually ran the automated task…
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Updating a live excel sheet through smartsheets
I use a smartsheets Gannt to track progress on multiple projects at once, I also use an excel to visually track each project on a more detailed level. Is there a way of linking individual dates from 1 single smartsheet so they update on an excel sheet?
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Automation: Delete Attachments
Allow for attachments to be deleted if a condition is met.
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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Is it possible to send a copy of a form to someone else at time of submission?
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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Merged: Create Workflows from Reports
This discussion has been merged.
