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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
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copying rows to RAID log
Howdy, partners - I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log. This is obviously…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
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Create your own Automation templates
Hello, It would be so helpful if I could create a automation template that I could use across all my sheets. Right now i have to re-create the automation for each of my sheets. I wish i could just copy my automation from my other sheet or create a saved personal template. Thank you, Peter Taylor
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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Automation workflows that were working are no longer emailing gmail and msn addresses
Our existing workflows that trigger automated email alerts have started failing. It started in the last day and only affects gmail and msn addresses from a contact column. The failure message is, "Due to a recent automation permission or sharing change, the following people aren't receiving alerts from your workflow".…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
