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Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
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Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…
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Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?
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How can i calculate the % Complete at a sub-parent level based on multiple criteria?
Hello and thanks in advance for any assistance. I have spent a ton of time attempting to solve and am tossing up the flag. I have a sheet that needs minimal column formulas due to the line/cell count potentially hitting the base reference limits. I have an overall % complete being calculated on the sheet itself already.…
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Smartsheet automation
I have created some workflows where a triggering event sends an email to a team to investigate/respond to the inquiry. I've put instructions in the triggering email to not use 'reply all' and that they will need to respond to the requestor listed in the notification email. Is it possible to mark an inquiry as…
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Customized alerts via automated workflows
We have a sheet that we're using as a defect tracker through several UAT phases. This sheet has forms that users can utilize to submit defects that they discover. There's a field in our sheet (DefectID) that automatically populates with the next sequential number as new defects are entered, so that each defect has a unique…
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How can I automate a Dropdown list, so every value added to the column becomes an option?
Hello community, I'm new to Smartsheet and I'm struggling to find out how I can make every value added to my column to become automatically a option in the form dropdown list. Anyone knows how I can do that? Thanks
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Request an update on specific fields based in a form with logic
Hello! I hope someone can help or provide any insight. We have implemented a sheet to review tickets using a smartsheet form. The tickets are categorized in 2 (lets say "Category A" and "Category B"), so each category has different options to review and the form has a logic depending on the category are the options…
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Sending a single email to multiple people
Hi, I have several automations set up to email coworkers. However, usually I need everyone to be literally on the same email. I understand that ultimately smartsheets wants/thinks people are going into smartsheets to "work" but sometimes that's not the case, sometimes you have people outside your organization or whathave…
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How to automatically generate a Date that's three weeks later than a given Date in another column?
I have a column named "Creation Date" (Date Type) and another one named "Response Due Date" (Date Type). The "Creation Date" is automatically recorded whenever a new row is added. How do i automatically set a date 3 weeks later in "Response Due Date" column. KEEP IN MIND PLEASE, that i already have 100 rows with manually…
