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Why doesn't automation work when I use "Send from organization" option?
I have set up a workflow to Alert Someone when triggered. When I change the sender option to "Send from organization" I see my organization name. However, when I test it, I no longer receive a message (workflow doesn't run). If I change it back to "Send from Smartsheet automation" and test it again, it works just fine. The…
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Single source of truth from two sheets of shared data
I've been tasked with creating a workflow or function that lets Company 1 add rows (sales leads) containing simple client / salesperson data, and status of the lead. Company 2 would then access a sheet with this same client data, but only be required to change some drop-downs / text related to status. I started with two…
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Move Rows Automation Suddenly Failing - Multiple Sheets
Hi. I manage 3 very similar smartsheet tools for 3 different office's training request intake and approval systems. Once requests are approved, an automation has successfully been moving them to each site's Request Archive Sheet. This has worked as expected since March. For some reason today this feature has suddenly and…
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Collect a date when row is taken off hold
Hello, I'm looking for a method through automations to collect a date when the status changes from On Hold to anything else. I tried the screenshot below but I'm not getting the intended result. I have another automation collecting a date when the row gets put on hold as well. Any suggestions are appreacited!
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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Cannot find sheet for copy automation
I have three sheets that I am trying to get to copy to each other for bidding. I have made this automation for multiple other projects in the past. When I go to find the sheet that I am trying to copy to, it is saying no results found. I am an admin on all sheets that I am trying to use. I have copied and pasted the entire…
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Setting automations based on time in a cell
Automations can be set to run on a date found in a cell. Automations are able to be set to run at a particular time. Is there a way to have the automation look at the time in a cell just like with dates? This is so important as certain alerts are not only date sensitive but also time-sensitive.
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How to use the condition in request automation?
I am very new to Smartsheet and needing a bit of help. I am trying to set up a request update automation for individual fields as needed. For example I have approximately 32 fields that are autogenerated from a form. I am then trying to send an automation update request for fields that have a text associated in them,…
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Can logic be added to a sheet?
My boss wants to create a sheet that includes 4 different profile forms. I'm curious if this is even possible. Basically, we have 4 different excel docs that are profile forms, we want to try to combine these forms on a grid in Smartsheets but we want the fields to auto populate depending on which profile form is selected.…
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Copying a row when the row contains certain values but is not a set value.
I have a column that is called Task Name but there are all sorts of titles. I am looking to copy a row to another sheet if it contains, for example, N01-20 or N19-20. Because they are project titles, the Nxx-xx can be any combinations of numbers, but it will start with an N and be followed by the "two digit number-two…
