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Record a Date for Document Generation and Different Attachment Separately
I had a workflow in a sheet setup to record the date of an attachment and I recently setup that same sheet to perform a document generation workflow separately. The document generation workflow doesn't allow for a different date record and now is triggering the date of attachment workflow. Is there a simple way to separate…
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Conditional Formatting for Proof Approvals
Would be great if once all parties have approved a proof (using the built in proof approval feature), conditional formatting can be applied to a row. This way we don't have to go in and manually check the status on who has approved each line item. I haven't found a way to do this and have viewed a lot of forums. If anyone…
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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.
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I have reached the maximum number of Cross References, is there a way to Index Match an Entire row?
I am working on across a couple sheets where the columns contain all the same info across 7-8 sheets and the individual sheets correspond to different groups of people. I am trying to consolidate all of the info into one sheet that updates with changes to the 7-8 reference sheets. I have been doing index matching for each…
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Merged: Automatically Updating Column Options
This discussion has been merged.
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Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…
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How to use a smartsheet to update the form dropdown values in another smartsheet?
I have a smartsheet that contains employee names and employee IDs. I would like to use the employee names stored in this sheet to update a form dropdown list of employee names on a separate smartsheet that tracks employee activity. I was going to use data shuttle, however there is not an upload data from a smartsheet…
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Trying to change a cell value when a date is reached
I'm trying to change an invoice status to "Overdue" when the date is > 20 days later than the date in the Invoice Date column. I can't seem to find the automation conditions!
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Downloadable Automation List with Selective Upload
Sometimes, after setting up a sheet, I realize I need automation from another one. It would be helpful to download a list of automations from that sheet and upload only the ones I need, instead of importing everything
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How to trigger email alerts based on a single due date across multiple rows?
I'm trying to figure out a more efficient way to handle due date notifications for Smartsheets automation. Here's my situation: I have a template sheet that will be reused multiple times, each instance needing different due dates. When the due date triggers, it emails every recipient on the smartsheet. While I could set…