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Multiple Conditional Pathways to One Action
Hello, I am trying to create a weekly digest to send out once a week with multiple criteria using automations/ workflows. I am running into a problem because I am having to create multiple pathways due to differing logic which is forcing me to enter different actions for each pathway. Although I know I could recreate the…
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Automated email to Contact in a Cell
Hello, Is there a workaround to send an automated email (box check) to a contact in a cell, but its not a contact column, rather than a formula column? many thanks!
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Move rows automation is transferring the entire sheet, not just the rows that are "checked"
I set up the automation shown below to transfer a row to another sheet once a check mark is selected for said row. However, when the automation runs, it transfers the entire sheet to the "Past Eval Results" sheet, including the rows that are checked and not checked. Is there something I am missing in the workflow?
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Action : change cell value
Hi Community, I feel like this is simple question, but I can make it happen. If I want to using change cell value in automation workflows, can I change the cell value by using formula? Cause I use the formula to change, the result always add ' in front of the formula…(show as the pic below) Besides, can it make the value…
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Is there a way to generate an alert/block on Smartsheet, in case a schedule causes overallocation?
Hello everyone, On Smartsheet, I have a workspace containing a series of sheets (one for each active project) where various resources are planned. Both on Smartsheet and Resource Management, each resource has 8 hours/day available (i.e., 1 day = 8 hours). If I schedule a resource on two different sheets, assigning it to…
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Automated project ID using 2 column variables
Hi! I'm trying to create a formula or automate the generation of a project ID but it needs to include 2 separate variables where the information are in 2 separate columns. Column 1: Has 1 of 5 pillars with the pillar number and text. Below Build a community to enable the academic mission Create a thriving, fair and diverse…
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Dashboard PDF
Is it possible to automate sending a PDF version of the dashboard to a group or manually selecting something to send a PDF of the dashboard to a group?
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Increased Expiry Limit for Attachments
We use the PDF generator tool to auto-generate thousands of approval letters each year. We then have an automaton set up to send the letters out the funding recipients. the validity period for the letters is 90 days, but the attachment link that Smartsheet sends expires after 30 days, meaning we get many requests from…
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Add Descriptions to Automations
Hi, As a Smartsheet Admin, I want to have the ability to add descriptions to my automations to help other Admins understand how the automation works so people will leave me alone 😂 JK I mean so I can remember why the heck I set something up a specific way. 😜 Thanks a bunch!
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Automate Generate Documents
Is there a way to automatically generate documents when a new row is added?