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How can I
I'm trying to find a way of updating the column Term Expiration Date with the New Term Date column. I currently have a workflow that once a date is entered into the New Term Date it copies that row to a new sheet. The problem that I am running into is if I use the Data Mesh, or Data Shuffle it tends to update…
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Is anyone using a "ai service" for meeting notes and importing into smartsheet?
Hello - we track client meeting notes for our projects in a smartsheet. We use a parent-child relationship for the meeting titles, and the children are all of the topics. We track open and closed items with assigned to and dates. We might have 20 meetings for a client. It works pretty well. We are recording the meetings…
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Alert Automation: Links are not working on our Client's Email but working on others
Hi All, Our problem is not being able to click the Hyperlink we attached to our Automated Alerts. When we test it out on our side, it works. It also works for external emails/personal emails. My initial conclusion is this could be a security issue on their outlook. But I would like to know if anyone experienced this before…
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Add Attachments while filing a form
I have a Smartsheet form that my team uses for auditing processes. Is there a way to have a "Upload an attachment" option into the form?
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Dropdown list
Hello! I have a Smartsheet document with columns that have dropdown lists. When I enter a value into one of these columns that is not already available in the dropdown list, I want that value to be automatically added to the dropdown list without having to manually edit the list. Is there a way to set this up so that new…
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Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
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Duplicate Alerts
Hello! We have a sheet that is sending 2 update requests each week to each recipient. It's a very simple automation and the update history only shows one notification going out. Does anyone have any idea what could be going on? Thanks in advance for your help!
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Automation / VLOOKUP help
Hello! My initial gripe comes from wanting to copy only certain cells from a row into another sheet. I've read a bunch of the threads for create a helper sheet, add dummy columns, and then use VLOOKUP, but I just cannot get it to work for myself and I'm uncertain what I'm missing! I have Sheet A that contains all my raw…
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Automation: Sender issue
I have 3 coordinators working from the same sheet. Their case load is determined by last names, A-L and M-Z for the 2 coordinators and a specific program assigned to the 3rd coordinator. Anyhow, the delimea we are having is that when the automation for assignments go ount on trigger, it appears that it is coming from the…
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Change Cell Value with Automation Workflow
I have a scenario where three people are providing an update on a project from different aspects, we have 3 fields for each person so the update requests prevent people from overwriting others update. We then would like to concatenate the 3 fields into one. Putting a formula into the field makes it hard to read without…