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Sync Automation Edits Across Multiple Sheets
I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on one sheet, there is no way to copy that same edit to another sheet without copying the entire sheet and starting over. Ex:…
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Merged: Trigger Automation X Business Days Before/After
This discussion has been merged.
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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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Merged: Automation at the workspace level (Link sheets to workspace automation)
This discussion has been merged.
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Merged: Copy Automation Workflows across sheets
This discussion has been merged.
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Register Now! Webinar: Stop Working the Old Way – Automate the Work
Webinar: Stop Working the Old Way – Automate the Work 🗓️ Wednesday, July 23 | 11 AM ET | 30 Minutes Tired of chasing updates or sending endless follow-ups? Let Smartsheet do the heavy lifting. In Session 2 of our Stop Working the Old Way series, we’ll show you how to automate your workflows to reduce manual effort and keep…
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Automation not working for account email but for other emails yes.
I have an employee who's having issues with an automation I'm a little stumped on. It's a pretty simple automation when the drop-down assigned to changes to any value it should email her Troy Myers. I confirmed your email is correct and this is the email assigned to her profile account. If she is the only one marked to…
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How can I automate dashboard charts?
Hi everyone, I'm fairly new to Smartsheet and looking for some advice. I'm in the process of building a project portfolio dashboard and would like to automate a 'Workload Distribution' chart. Currently, I have to manually update a separate metric sheet that serves as the data source, however, with how frequently the data…
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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Issue with Cell Linking Automations
Hi, The issue I have is that one of the sheets we use is quickly gathering too many columns because we do a lot of reporting on the data and therefore need to capture information. We have a ticketing sheet through which a ticket can have 12 different statuses as it progresses, as it reaches each stage we wish to record the…