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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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Tracking Contact Approvals in Hierarchy Level using Helper Column
Hello Smartsheet Community, I'm creating a Smartsheet Automation to send out approvals (starting with level 1). I'm making this helper column (L1 - Status of Approvals) to determine if all the listed contacts have given approval in the contact approval columns before moving onto level 2. As you can see in the screenshot…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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Automated email not showing updated smartsheet
So i have an automation set up for a Sheet, triggered by date, goes out every day at 10AM est as an email to my team. However, updates we made today at 10:30AM are not included. Is there something we need to do?
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Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
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Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
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Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
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How to remove one tag from a multi-select column without removing the other tags in that column
Automation gone wrong! I set up an automation to help me with tagging our marketing content. But when I ran it, it added the tag "Client Stories" to every cell in the Content Programs multi-select column. I would like to remove the "Client Stories" tag from the entire column without removing the other tags since it's a…
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Merged: Automate the progress bar (symbols)
This discussion has been merged.
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Report Automations Remove Link to Sheets
Hi, I have an issue and I hope there is a workaround. I have several reports created for different groups of people to view items specific to their needs. Obviously the report is derived from a master sheet. When I send a notification, I send attachments and only attachments. It confuses people when they see the link to…
