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Add business days to automation
I have rules that remind a number of people of an upcoming end date. I want to do it two WEEKDAYS/BUSINESS DAYS in advance of the due date. The best work around I've found, is adding a "day of the week" formula field, and then making separate rules for end dates that fall on a Monday or Tuesday. Since the trigger cant be…
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Sync Automation Edits Across Multiple Sheets
I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on one sheet, there is no way to copy that same edit to another sheet without copying the entire sheet and starting over. Ex:…
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Register Now! Webinar: Stop Working the Old Way – Automate the Work
Webinar: Stop Working the Old Way – Automate the Work 🗓️ Wednesday, July 23 | 11 AM ET | 30 Minutes Tired of chasing updates or sending endless follow-ups? Let Smartsheet do the heavy lifting. In Session 2 of our Stop Working the Old Way series, we’ll show you how to automate your workflows to reduce manual effort and keep…
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Automation not working for account email but for other emails yes.
I have an employee who's having issues with an automation I'm a little stumped on. It's a pretty simple automation when the drop-down assigned to changes to any value it should email her Troy Myers. I confirmed your email is correct and this is the email assigned to her profile account. If she is the only one marked to…
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Merged: Copy Automation Workflows across sheets
This discussion has been merged.
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How can I automate dashboard charts?
Hi everyone, I'm fairly new to Smartsheet and looking for some advice. I'm in the process of building a project portfolio dashboard and would like to automate a 'Workload Distribution' chart. Currently, I have to manually update a separate metric sheet that serves as the data source, however, with how frequently the data…
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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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Issue with Cell Linking Automations
Hi, The issue I have is that one of the sheets we use is quickly gathering too many columns because we do a lot of reporting on the data and therefore need to capture information. We have a ticketing sheet through which a ticket can have 12 different statuses as it progresses, as it reaches each stage we wish to record the…
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Scan Handwritten Data into Smartsheet
Hello, Is there a way to use software and a scanner to scan a handwritten form and automatically populate a Smartsheet? We have a form that is filled out by hand, and the information matches columns in Smartsheet. We are considering acquiring software that can scan documents, but we want to know if Smartsheet is capable of…