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Automation of responses from one form onto a second form?
I'm developing a skills competency checklist using 2 forms to collect info (1) self-assessment for staff to check-off skills and (2) Validation/Assessment from preceptor to check and sign-off that skills were validated. Is there a way to set up logic that auto populates responses from the first form onto the second form so…
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Automation Work Flow
Hello Smartsheet Community, I've implemented an automation where changing the End Date field automatically sets the Status to "Completed" and updates % Complete to "100%." Here's the issue: When I update the End Date for line 42, it correctly updates the status to Completed and % Complete to 100%. However, line 41, which…
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Help with Auto Number column formula
Hello, I've pretty new with Smartsheets and most of the time I try to use the examples from other posts that I have seen others put up in order to solve most of the problems that I have. Unfortunately, I cant seem to get this problem to work. I have 3 sheets, Source, Helper, and Destination sheets for an Onboarding project…
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Automation Condition Not working
Hey all, I set up an automation to request an update if one field is blank and if another field is not a specific list of departments and I got an email this from someone in that department saying they got an email anyways. Can you take a look at the below screenshots and tell me if I'm missing something? Here is the…
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Retrieving Ancestor (date) value from multi-level parent-child rows
Hi All, I used the following formula to retrieve ancestor (first parent) date value of the multi-level parent-child rows for each row. =LEFT(INDEX(JOIN(ANCESTORS(Date@row), ","), 1), 8) The issue that I'm facing is the return value being "TEXT" despite having "DATE" column type. Since I have to use this return value in…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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How can I log a timestamp of a cell change?
I want to add an automation rule to write a timestamp of when a cell value changes, I know I can use the "record a date" automation to get the date but is there any way I can get the exact timestamp similar to the "created at" field in form responses? I am also looking into a way to implement it using the API and there…
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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Automated Email Reply After x Amount Of Days
I am looking for a way to set up a workflow so that once a box is checked, an automated email will get sent out to a person a few days later.
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Send Automation requesting update until conditions are met
I would prefer for it to send a notification until the conditions are met starting on a Wednesday at 9AM and only stop once a date that falls within that week in the Update Date field is applied. Is it possible to set up a condition that way? I set up the following workflow and when I ran it for testing I didn't appear to…