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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…
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
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Recurring Tasks and Automation
I am relatively new to Smartsheet and would like to set up an automation for recurring tasks on the Schedule sheet. One suggestion was to use automations to clear out information if marked as Complete then change the date to the next due date. I would also like to include a notification then to the assigned person. Would…
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Formulas in Automations
Is it possible to create an automation that will populate a cell with a formula instead of text or a drop down value? I am trying to get a column to populate with the name of a user who checked a box. For the action block of the automation, I selected Change Cell Value in Column to =([Modified By])@row The automation…
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Conditional Formatting for a Modified By Column
I am trying to create an automation or formula to populate a cell. Here's the gist of what I am trying to accomplish: Only when a completed box in a column is checked → I want to populate another cell in that row with the Current User who checked the box. I would like this to populate automatically through the use of a…
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Add business days to automation
I have rules that remind a number of people of an upcoming end date. I want to do it two WEEKDAYS/BUSINESS DAYS in advance of the due date. The best work around I've found, is adding a "day of the week" formula field, and then making separate rules for end dates that fall on a Monday or Tuesday. Since the trigger cant be…
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Dynamic Formula
Hi! I'm using smartsheets to manage my business's projects and I have an automation that triggers when my PO checkbox is ticked, so that it copies the project over to a separate client sheet. Necessary so that I can keep all of my projects for Client A, B, C etc separate, for some specific calculations I need. (Mainly…
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How can I automate the process of giving indented lines a different color?
How can I automate the process of giving indented lines a different color? For example, the top level should be gray, the second light gray, etc. This discussion has been moved into an English category.
