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Is it possible to edit an automation without removing all the subsequent actions?
Hello, I am trying to change one part of my automation for request an approval to requesting an update. Unfortunately, this part of the automation is towards the beginning and it seems the only way to edit the automation would be to erase and redo everything. Is there a way to make an edit with out clearing the rest of the…
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Auto-sort using API
I understand that as of now it is not possible to auto-sort columns in Smartsheet. But is there an API code that can be used to sort columns alphabetically?
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Consolidation of Attachments from Multiple Sheet?
I have multiple sheet where data is coming through forms and each form has attachment option as well. My goal is to consolidate information into Master Sheet. I have successfully consolidated the information into Master Sheet but having problem with the consolidation of attachment. HOW CAN I CONSOLIDATE ALL ATTACHMENTS…
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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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Tracking Contact Approvals in Hierarchy Level using Helper Column
Hello Smartsheet Community, I'm creating a Smartsheet Automation to send out approvals (starting with level 1). I'm making this helper column (L1 - Status of Approvals) to determine if all the listed contacts have given approval in the contact approval columns before moving onto level 2. As you can see in the screenshot…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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Automated email not showing updated smartsheet
So i have an automation set up for a Sheet, triggered by date, goes out every day at 10AM est as an email to my team. However, updates we made today at 10:30AM are not included. Is there something we need to do?
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Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
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Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
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Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
