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Automation for entire workspace?
Is there a way to setup one automation that is used on all sheets within a workspace? I would like to be able to edit one automation instead of editing the same automation on 30 separate sheets that are in the same workspace. The sheets have the same columns. When the completed checkbox is checked, the approval automation…
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Using automation to update a date field
I know you can use the record a date automation to record the current date in a field, but is there any way to update a date field to a chosen value? We have a date field for the finishing of a task - date finished. If the user selects a Release value from an other drop down column, we want the date finished field to…
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Adding Names from Sheet 1 to Sheet 2 with Counter update and handling duplicates
Good afternoon, I'm trying to achieve the following without success: I have Sheet 1 that as forms are submitted a Names column is filled. I have Sheet 2 with a Names and Counter columns When a new submission occurs, I would like to get that name from Sheet 1 and add it to the Name column in Sheet 2 if it doesn't exist…
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Move Row/Copy Row Automation flowchart
Hi Smartsheet, I'd like to have a high-level Smartsheet view that shows, in a visual, the "Move Row" and "Copy Row" automations from one sheet to another. This would be extremely handy when communicating to management or onboarding new employees to existing Smartsheet processes. Additionally links directly to the sheet on…
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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Automation alert- Receive a notification about MaxVal six months before its renewal date.
Hi there, I wanted to confirm if my automation is correct. Alert Goal: Receive a notification about MaxVal six months before its renewal date.
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activity log recognizing notifications
Hello, I have an automation set up to notify people when a row is added to a grid. I looked at the activity log associated with the grid and don't see an indication that it ran but am positive it did because I received it. Does the activity log not track certain types of notifications? Thanks
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Automated Backups - SharePoint
Hello team, I have scheduled weekly backup in Smartsheet and I was wondering if it is possible to have the backup file automatically moved to a SharePoint folder. At the moment I need to download the file every week and and upload it to SharePoint. I am hopping that there is a way to automate this process. Thank You.
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Auto set Baselines
Is there a way to configure smartsheet to automatically set baselines at certain milestones in a project? My thought with this is my project plan would automatically set a new baseline at 3 different milestones, I would end up with 3 sets of baseline date columns. This would easily allow me to go back on projects and see…
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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…