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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…
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Automation - triggered within a set number of days before a date
Hi everyone! I need to set up an automation that is triggered within a set number of days before the date listed in a date field. I need the automation to send an alert email to a new hire at most 7 days before the start date. I know I can set the automation to send 1 week before the start date, but if the new hire's…
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Merged: Sheet Flag for Comments, Attachments, etc.
This discussion has been merged.
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Copy Row Automation Not Working
Good day, I have the above simple automation to copy a row to another sheet when a specific checkbox is checked. I am having two issues: The automation does not run when the box is checked When I run the automation manually, all the rows in the first grid, are copied to the destination grid. How can I fix the automation…
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Interactive Graphics
Here is my goal: I need to create an image where the image has multiple areas. If one clicks on the that are (much like an image map in HTML). Then I need a secondary window to open where the use would select the status on that area. In Progress, not Started, Complete. But also I need it to show the last note added to that…
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Help!
I have a vision i know what I want but I cant seem to figure out how to do it. Anybody up for a zoom or teams call to help me?
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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2 of 5 automation workflows in a SMartSheet randomly stopped performing?
Two of my five automation workflows appear to have just randomly stopped performing on April 9, 2026. All others, which would/are performing as normal and would be functioning alongside the other workflows, are functional and appear to be untouched by this 'bug'. Help I've tried all that I can think of.
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…