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Copy parent row only
I have automation set up to copy rows marked as "key deliverables" in my project schedule into a separate, key deliverables status tracking log. Unfortunately, when a key deliverables row in the schedule is a parent row -- i.e., has subtasks under it -- the automation (rightfully) copies the parent row AND its child…
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How do I get the Move and/or Copy Automation to work properly?
This automation with work for a short period then stop and show me this error. Of course there is going to be a matching a matching column. How do I avoid it?
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Record a Date when status changes
I have a set list of statuses that I want to keep track of and collect durations. For example, when the status changes to Sent to Lab (Ongoing), I want it to record a date in the Sent to Lab column. I feel like it should be an easy thing to do I just can't get it right.
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Automation to change a cell value
Hello - I am trying to use an automation to change a cell value. I was originally triggering the change with a cell populated by a formula pointing to a cell with a cell link from another sheet, which I understand won't work. Is there a workaround for this? More detail: I am using smartsheet for headcount tracking in my…
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Smartsheet Automation
Hi, I have an automation that moves rows once a checkbox is checked off. However, on some sheets, even though it is checked off, the row stays on the sheet. I need to uncheck, save, and then check off again. Any solutions for this?
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Workflow actions not being triggered by changing linked cell
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
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Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Conditions and Automation
I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…
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Automated Update Request - some fields editable, others not
Hello, I am trying to set up an automated Update Request for % Complete updates on a project plan. When I test the automation sending it to myself, the system seems to be randomly selecting what item can be updated. For instance, sometimes it is only the task name, others the task name and percentage complete. As I need it…
