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How do I display the username of a modifier of a specific column?
I am attempting to display the username of a specific column using an automation workflow. I want for a user to be able to scan a barcode into column A, and for their credentials and time/ date of the barcode scan to be displayed in the next two columns. However, I want the credentials and time to be displayed of the user…
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Automation Where One Row Changes Other Rows
Hello Smartsheet Community! New admin here and I'm not sure if the answer to this question is simple or complex. Basically, I want to build an automation that when a top level row in the hierarchy changes Status (column) to "Complete", I want other rows to update their Status as well. My logic uses a hidden column Trigger,…
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Date Based Automation Not Working
We have a sheet to help track when notary renewals are upcoming for staff and its a fairly simple process. We have a date column that lists the expiration date, a helper column that turns that into a total day count, status, and if an application was recvied. The trigger for this would be when that Days Until Expiration…
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Tasks with multiple start and completed stages before FINAL completion
Hello! I'm building a sheet to track multiple tasks. Each task (FILE) has different stages of completion (PROCESS/INTAKE, Research, Drafting, Reviewing and Finalizing). Each stage has an ASSIGNED TO contact and COMPLETED date. The Finalizing date will be the FINAL/END date. We want to track turnaround time per ASSIGNED TO…
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Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…
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Automation emails not sending consistently to some contacts
I'm running into a strange issue with automations and email delivery, and I'm hoping someone can clarify how to fix this. Setup: I have a Smartsheet form with: A required “Your Email” field (Contact column) Several hidden Contact List fields populated automatically Automations use “Send to contacts in a cell” Submitted…
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How to complete a true Dynamic Linkage between Plans at the Milestone Level
I am looking to establish a dynamic link between two project plans. My goal is to surface milestone-level tasks from a Master Plan into a secondary sheet. Specifically, I need to ensure that updates to dates or status in the Master Plan are reflected in the secondary sheet, and I'm curious if Smartsheet can maintain or…
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Symbol magically appears in a cell that is copied over to another sheet
I have a simple workflow that copies a row to another sheet. One cell is called a Job # and is populated with a number. When it copies over, the copied version has a symbol in front of the number. Example: '8282. I checked the original cell and no such symbol was accidently put in. Does anybody know what this is and what I…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
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Automation Not Working?
Hello, I have an approval path for update requests. It starts with a form, and it currently isn't being received after being handed off by the PCM. So, starting on page 3, the Area Director isn't receiving the update request. I have myself filled in for most of the steps which will be changed once I get this sorted, but…