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Any Issues with Automations Being Slow or Not Being Triggered?
For the past three years, we've been using Smartsheet boards, with one board dedicated to managing our production workflow. Once a job is completed, we remove it from the board to make space for other active tasks. This main board also triggers an automation that copies metrics from the primary sheet to a tracking sheet.…
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How can i make an automation to notify me 2 years before a due date?
I have a due date (e.g. 28/10/2027) and id like to be notified 2 years before the date. As smartsheet only allows me to set an automation 365 before a due date, I made a helper column which would bring back the date i should be notified. I used the formula below but i get an error. =DATE(DAY([Due Date]@row), MONTH([Due…
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Automatisierungs-Workflows: Benachrichtigungen
Ich habe mir einen WF gebaut der mich bei Änderung einer Ampel informiert. Ändere ich zwischen zwei Speicherungen in 8 Zeilen die Ampel erhalte ich auch 8 E-Mail Benachrichtigungen. Ich möchte die Info über die Änderungen jedoch in nur EINER Mail erhalten. Eine stündliche/Tägliche Benachrichtigung ist nicht möglich.…
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Automatically updating/adding rows from a linked sheet
I have created effectively a 'dummy sheet' version of a Smartsheet for my implementation officers to use to use to request an update form for their item. The rows in the sheet are linked to the more comprehensive and detailed 'Full version'. However, if I add another row into the 'Full version' it does not translate to the…
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How do I create an automated email that includes all attachments at once, including a mapped doc?
Hi all, I'm trying to figure out the correct automation settings to have one email sent that will include a link to all attachments. I have set up a mapped document and automated email for when a row is added or changed. Currently, I'm receiving two emails - one for the new row with attachment links and an additional email…
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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…
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Row automation - add to top of sheet
Add an option when using automation to move/copy a row to add the row to the top of the sheet.
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Auto Send Documents
Hi, I have created a smartsheet database to track new starters, based on fields when a "completed" status is reached, a document is generated filled with new user info. Is there a way to automate this to email to a user / contact assigned?
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Changing a dates color once it is within 2 weeks
I would like to automate a change to my date column once we are within a month, 1 week, and once the date has passed. I would like these to have corresponding colors depending on how far out the date is. Wondering what options I have to do this? For example, I would like end dates colors to either be green if it is beyond…
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Recording Changes made in SmartSheets - Row and Column Modifications
Hi Everyone! I was wondering if anyone knows any good ways to record a changed value in Smartsheet's, for the purpose of reporting it in Power BI? We are keen to understand and show the client what changes are being made to the sheet, by who, and what data is being changed (e.g. the status category to changed from…
