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Need to reference distinct values from another sheet
I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns. Some [CustomerID]'s are listed on multiple rows. Reference sheet 1 wants to list all the DISTINCT([CustomerID]) values, so…
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Can I pull in information from one sheet to another when there are multiple matches?
I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are hosting, which office they represent, and how much they are requesting from a pot of funds. This is stored in the Primary…
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Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
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Automation workflows not executing
I have like 8 automation work flows for when a row is changed it will change a cell, sometimes it works, other times it doesn't. The biggest one not working is recording a date. I know its not a delay because its been over a day since the last change and it hasn't updated. Here are two of the workflows I have, these are…
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Restrict number of times date is allowed to generate?
I am looking to formulate a column to generate a date based on the submission date and turnaround time of the type of task. However, we only want to allow each date to generate up to three times. If that date reaches a fourth date, then we want it to add a day to the generated date. Example: Doc1 received on 2/24,…
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Update Request Reminders for Specific Condition
I want to use update requests to allow individuals to upload a supporting document as an attachment to a row OR paste a link to document in a column. Let's call it the "Documentation" column. Users will usually add a new entry to the sheet and then get the needed documentation at a later date so we want to remind them to…
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Auto populate a form offline with multiple layers
Hello, I run a cookstove project in Africa. We need our field staff to inspect the stoves regularly. Each staff member has their villages to manage. And each of their villages have approx 200 houses. When checking the stoves, we need the user to select their village on the Smartsheet form. It is easy enough for each user…
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Anyone experiencing automations not working?
I have 20 automations all set up the exact same way to copy a row. Out of these, 5 of them stopped working when a row is added (how they are set up) or won't work when I manually attempt to trigger them. When I do the manual; for the entire sheet or a specific row, it says that it ran successfully but doesn't update the…
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Automated Workflow Not Triggering as Expected in Delegate Sheet
I have two different sheets, and I'm facing an issue with automation triggers not behaving consistently. The Main Sheet contains all data and approvals. I set up an automated workflow to send reminders every second day to approvers who haven't checked their assigned tasks. This works perfectly without manual intervention.…
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Date Range in Date Column + Automation
Hello! I have an automation that currently sends users alerts based on the date in a column called "End Date". A majority of the time, the end date is a single date. However, sometimes the end date can be two or more days (ie- May 7th-8th). While I can write into the date column ="May 7th-8th", that will prevent my…