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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Automate Subtasks for a new row in a sheet
Hello! I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission? Hopefully this makes sense, thank you!!
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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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Automations
Hi All, We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed. I then add a new tab with programs to exclude and would…
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Merged: Attachments - Automations
This discussion has been merged.
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Automation set to send an email each time a row is added but multiple rows are being sent togetherr
My automation is set up to send an email with the row information each time a row is added. However, the automation is sending multiple rows in each email. I need the email to send only one row at a time.
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Automated emails based on cell values
I am trying to decide what the best way to set up an automated weekly email would be based on the image below. Basically, I want to send something out weekly based on the column items that are not meeting a certain set par level. For example the weekly list should include all items with '0' and exclude items that greater…
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Automatically Add New Sheets to an Existing Report
Can new sheets be added to an existing report automatically? I am using Smartsheet as a project tracking tool. As I add new project schedules, I want those new schedules to feed an existing tasks assignment report. Can I do this?
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Question regarding automations (triggers)
I have a question regarding triggers. Is it possible to create a trigger when you say cell C you have the year as 2025 and when that cell C says 2025 it triggers cell d to write the word active. When the 2025 is changed to 2026. there is a trigger to remove active so cell D is now blank. Thank you