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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…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Allow automation to populate cells with formulas.
For some reason the devs have blocked using =formula() and they populate cells with '=formula() when you try to use the features in conjunction. This makes your formulas inert and is quite frustrating. This seems like such a easy way to increase efficiency in the program and should be implemented immediately. Thanks for…
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Automation Not working "Alerting two days prior of date"
Background We have a form where users select a date from a dropdown. However, this dropdown isn't recognized as a date field for automation purposes, so I've created a helper column for dates. PA Dates is the dates drop-down column in form (Dropdown Column) PA Dates Helper is the helper date column (Date Column) Goal To…
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Simple Automated workflow not working
Hello, I have seen some other posts on this issue, and the fixes listed didn't help me. I have tried to duplicate the workflow and delete the old one. I also want this to work in real time and I do not want to automate this to a certain time of day. The trigger is as simple as it gets. When any field within any row is…
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Export option for Control Center Auto Provision Log
We'd love it if we can have export of this Log from Control Center > Automation I was troubleshooting what went wrong on the Auto-provisioning of some of our projects and I found bunch of these error messages along with provisioning. When I look further there were more than 2 than what I was originally looking into… it'll…
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Automation to record a date isn't working
I'm hoping someone can help. I've used Smartsheet for years (at another company) and have never ran across this. I'm trying to record a date when the status changes to "1st Review". I have even gone so far as to create test columns where there is nothing, no formulas, conditional formatting, etc. attached, toggled Date…
