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Auto sort
Checking if there's been any movement on having the sheets sort by data in a column as I see it's been requested since at least 2016. We have sheets that are sorted by a date that could be 2 days from the day entered or 12 months from the day entered. We also have a filter to hide past dates. Data is being entered via form…
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Merged: Select columns feature in "Move a row" automation
This discussion has been merged.
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Document Builder Multi Line Error
Hi Everyone, I am having an issue with Document Builder not populating my multi line text answers within the prefill able box. The final PDF document it generates, populates the answers in a single line. I have changed the properties in Adobe to be multi line texts as well, but it seems still be having the same issue. I…
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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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Any Ideas or feedback?
Hello Looking for ideas on automation solution and hoping someone here can help. Scenario: My utilizes Smartsheet as Workforce Management System. We support a contact center of around 1k agents. The various sheets\reports\dynamic vie\ automations that have built cover the full gambit of a WFM system including a roster,…
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How to Set Up Smartsheet Automation for Task Reminder Notifications?
Hi Smartsheet Community, I’m new to Smartsheet and trying to set up automated task reminders for a small project (~10 tasks/week). I want email notifications for due dates. Setup: Smartsheet Free Plan, basic sheet with task names and due dates. Steps Tried: Created a sheet with tasks and dates; manually sent reminders.…
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Automation: "Copy Rows to Another Sheet" Isn't Working
Hi, I am the owner of a project that has several Smartsheets. When someone (owner/admin) changes the "Status" column to "Req. Not Met," I want the row to copy to another Smartsheet. I set up this automation. Then, I updated the "Status Column" (in five rows) to be"Req. Not Met" and saved it to trigger the automation. Next,…
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Generate for cells a new line in a sheet
Hello, we have a sheet where operators are putting in data via a form. We want them to enter various machine breakdowns there. So there are fields in the form named "breakdown 1", "breakdown 2" and so on. In the sheet i get then a line with different breakdowns listed in the columns "breakdown 1", "breakdown 2" and so on.…
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My notification emails are not showing the triggering user?
Hi, I am the owner of a sheet where I have a few automations for several triggers i.e. status change. I have the workflow set up so that the email notification goes out from the triggering user. However, my name still pops up on the email instead of the person who triggered the change. I am assuming since I am the owner of…
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Copying to Children Rows while Editing Parents - Best Practice Question
Hello! I have a large master sheet (900 rows) with ancestor levels of 0-4. Whatever is in ancestor level 1 in columns 1-12, I need that to copy down to ancestor 2 for all of the children of that parent. I need this to happen throughout the sheet. But I need the information to be fillable in ancestor 1 (not locked up with…