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Issue with 'Move Row' Automation
I have a Risk Log with the 'Move Row' automation. The intent is to move rows on the 1st of each month if a risk is closed and the 'Date Closed or Resolved' is more than 2 years ago. When the automation ran recently it moved a closed risk dated 12/12/24, which shouldn't have moved since it's not more than 2 years ago. Does…
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Issue with Scheduled Row Move Automation in Smartsheet
How long does it typically take for a Smartsheet automation to move a row to another sheet when the condition is set to 'Response Date is within this month'? I’ve set it to trigger between the beginning and end of the current month, but the row doesn’t move automatically unless I use the 'Run Now' test function. Is there a…
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Modified by column not recorded when attachments are added or new version uploaded?
I am trying to build an automatic workflow notification that triggers when an attachment is added, or revision uploaded. The conditions are that I need to identify the user that submitted the attachment in order to determine who the notification needs to go to. Unfortunately, SS has confirmed that the modified date column…
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Automation Rules Data
Hi - I have automation running that triggers on a date. The data runs perfectly, the only thing that would be great is to include the Primary Project Name in addition to the actual task that is triggered. Right now, it only shows the line item project task and the row number - can we add the primary project? If you do this…
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Having an Issue where I am doing a duplication check and what to email the duplicator email back
Hi, I need help figuring out a method to emailing a set of duplicate emails once. I have an intake for that records emails. If there are duplicate emails in the list of emails, I would want to email them back to tell them that they just submitted a duplicate email. However, The way i have set it up now, sends the same…
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Automate Subtasks for a new row in a sheet
Hello! I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission? Hopefully this makes sense, thank you!!
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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Automations
Hi All, We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed. I then add a new tab with programs to exclude and would…