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Date Added when my Primary Auto Populates?
Hello! I am trying to find a way to use an automation or something of the sort for when a specific cell is no longer blank. Context: Primary Column is linked to a hidden auto-numbering column The "Date Added" Column was working for a while but every now and then the sheet will add about 5+ empty but numbered rows at the…
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Help with cross-sheet references
I am having some trouble understanding this. I have a form connected to a large gathering sheet where individual peoples info is all tracked by a 'Unit' or team. I have automations set up to separate each units info from the form to that individual unit (So I have one form collecting 25ish teams form info, and then it gets…
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Copy rows to create historical data
Hi - I have a metrics sheet that calculates different metrics from other sheets. At the end of each day I'd like it to copy those metrics over to a historical tracker so I can create a chart of how each metric moved over time. This is my metrics sheet I'd like it to copy over to an identical historical data sheet but into…
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Auto Number column for only NEW rows
Hi - We have a sheet where we are tracking issues, and we'd like it to assign the next number in sequence once a new row is submitted via a form. Below, the "Issue Number" column is the primary column, so I cannot make this an auto-number column. What would be the simplest way to implement this? I cannot include other…
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Merged: Email Delivery Change -Automation
This discussion has been merged.
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Calendar Query - repeating item automation
Hi there Im creating a calendar for my team in SS - some items are repeating Weekly / Monthly / 1st Wednesday etc. How do I automate that rather than having to type each entry individually ? Thanks for your bright ideas 🌟
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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Adding an Attachment from Dynamic View is Not Triggering an Automation
In my Dynamic view, I have allowed users to add an attachment (this is the only update they need to make to the row). In my sheet, I have an automation that is triggered 'when a row is changed' and an 'attachment is added or changed. The action is to change a cell value. When I add an attachment via the Dynamic view, the…
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Possible to send MS Outlook email Templates once a task is reached
I am trying to set up outbound emails to send to external parties for their deliverables, setting timelines, and forms to complete once certain milestones/tasks are reached with in a project. Is it possible to have a email template built / added and have that template pull in information from the sheet summary such as…
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Require Conditions to move card from one lane to another in card view
Is there a way for me to essentially "gate" the movement of one card from one lane to another in the card view? Essentially, I have a number of lanes "in planning", "in process", "complete" but I want user to be required to make sure specific fields (columns) are populated before moving from one lane to another… Is this…