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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
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Sending Alert Email based on Contact Column without sharing sheet
I would like to create an Automation to send an email regularly to recipients that are in a Contact column based on some criteria. After setting up the Alert Email it says that I must share the sheet with these people in order for them to receive it. The email contains no information from the sheet other than getting their…
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Looking to create an automated flow to disseminate data and updates.
Hello! I am looking to create a unique flow that looks like this: Form → Master Sheet → Break out into Individual sheets by qualifier → Any updates to the master sheet subsequently update the broken out sheets → any updates to the broken out sheets subsequently update the master sheet in a loop The long and short is that…
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Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
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Workflow invalid issue
Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and before this year they seemed to work fine. When I re-enable this one, for instance, it will work for a couple of weeks before…
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Merged: Dynamic Contact lists - User groups to populate dropdown and/or forms to reference user lib…
This discussion has been merged.
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Merging Columns together from different sheets.
I have two separate sheets, both tracking job #'s. They are different job numbers and I want to bring those numbers over into another sheet with the column title DRR/Job # (the two different job #'s in one column). Essentially we are tracking the amount of different jobs per persons name so I guess also, how can I…