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Nested If statements
I am new here, but cannot figure out how to make a nested if statement or an automation to change the status based on a date in the past. What I would like to happen is when any of these dates are in the past AND the check box is not checked the current status will change to "DELAYED". I can get it to work for one argument…
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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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Data Shuttle: update a checkbox in the source sheet to indicate success
Currently, Data Shuttle efficiently migrates data from Smartsheet to SharePoint, OneDrive, GoogleDrive, Box, & as a Smartsheet Attachment. This Providing a seamless integration between the two platforms. However, one aspect that could enhance user experience and workflow efficiency is the ability for Data Shuttle to…
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Some parts of the automation not running based on Index(Match) cell change
Hi folks, Could I get some help with this issue, please? Published sheets shared below. Workflow: Order Form Sheet - lists items (Primary column), has a Submit check box column (box is checked), and has a status dropdown column with an INDEX(MATCH) formula referencing the Tracking Sheet. Rows are locked. Tracking Sheet -…
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I need something different than the update request
I use Smartsheet to process requests and want to be able to send back a message, some information in columns and an attachment. I use update request, but don't really need an update. I also wish the message box was a little easier to work with. It's pretty small and I usually have to scroll to type in a complete message.…
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Merged: Rich Text Formatting in Automations & Forms
This discussion has been merged.
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Merged: Allow editable formatting in automated emails
This discussion has been merged.
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Fomulas and automation
Hi Everyone. I have a rag status column on my Smartsheet which is determined by a formula, so as the task becomes due or overdue the rag status updates from green→amber→red. I'd like to receive a notification as tasks transition to amber/red. I created an automation, based on the change of rag status, but it only triggers…
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Can you re-trigger an approval workflow?
I have a couple different scenarios that I've run into. The first is that the end user is saying that the approval request isn't coming to them, so they can't approve anything. The second scenario is that the approval goes to a person that they wrongly identified and we need to re-route the approval to the appropriate…
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Merged: Automation Copy and apply to new sheet
This discussion has been merged.