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Create email/document with rows satisfying a specific filter
Hi, I am trying to extract information from a sheet - I want to specify a value and extract the rows from a sheet or report where that value is found (e.g. say a date and extract all the rows where that date is shown). I then want to export these rows as a document or (ideally) and email. Is this possible? I have been…
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Automation to email rows from spreadsheet based on complex rules
I am trying to use Smartsheet for meeting minutes - it works well, but one thing which I would like to do is to circulate the minutes as an email to the invitee. What I would like to do is the following: Trigger an automation manually Have a dialog asking for the criteria Send an email to all the people specified in the…
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Automate Form Entry to Requestor
I have set up a request form that requires the requestor to enter an email (format on the field setup indicates email). I want to automate some follow up notifications to that requestor after the team "works" the request. In the automation workflows it only allows me to select either from a contacts list or the email that…
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Record Date Update
I have a column where the date is recorded when an automated email is sent which is triggered by a checkbox, "send email". Sometimes. i will need to uncheck the triggered checkbox to resend the email again. Will the record date from the 2nd trigger override what was initially recorded?
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Automations - Send From Sheet Owner
Some automations have the option to Send From Sheet Owner, but it seems those triggered by row change do not - why can't we have that option in all automations? This automation does not have the option to Send from Sheet Owner. It is triggered by rows added/changed: This automation is triggered by a date and has the option…
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Trying to copy rows & then mark them 'done'
I'm trying to do something that seems simple but is really frustrating me. I want to copy certain rows to another sheet and mark them 'done' afterward. I've got an automation that copies rows over to another sheet, then records a date & locks the row. I also want to have it change a value in another cell (mark it…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…
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Can I get an email alert when someone comments on my assigned column, but not have it alert me
I like the idea of getting an email whenever someone comments on my assigned column, even if they don't @ me, but I don't need to get an email notification when I comment myself. Does anyone know how to build out this specific automation? Thanks, Will
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
