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Automate Date Fields
I have reoccurring tasks that have start dates and end dates. What I would like to do is after the status changes to completed, then automatically change the date fields to the next occurrence. For example: I have a task that has a start date of 7/1/25 and an end date of 7/10/25, and that task reoccurs quarterly. Is there…
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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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Merged: Set up Automation to physical send out attachments when files are shared.
This discussion has been merged.
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Why isn't automation working?
This is a simple automation that is not being triggered and I can't figure out why. Could use your advice please! When the intake form is submitted, it updates the intake sheet, but the automation doesn't appear to be triggered as no emails are sent/received. I cannot figure out why.
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Automated condition blocks: Attachments
Is there a way in Smartsheet Automation to either allow or disallow and automation based on whether or not a row contains an attachment? I am trying to create an update request workflow that checks if one column has a checked checkbox, it should then check to see if there is an attachment. If there is not attachment it…
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how to resend an approval notification
I need to resend a approval notification if its not approved in 2 hours.
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How do I get my datasheet to show the months requests were opened and closed
when my request tracker sheet's input is in calendar format? Current set up is as below, and I'd only like to use data from column A & B to ensure better accuracy in the data sheet:
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Copying a cell with an auto number from one sheet to another overwrites existing auto numbers
Hello, I'm using two intake sheets for different project types. Each intake sheet is populated by an idea submission form and the entries receive a unique number with an Auto Number column. So far so good. Situations come up where a project of type A needs to be moved to type B. We do this with a checkbox, which when…
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Executing multiple conditioned automations with one trigger.
Hey Folks, Basically, I am looking to use an automation (or other tool) to check and fill multiple cells based off of a single checkbox. Specifically: When ticked, check Col 1, if Col 1 is empty, write HELLO. Then check Col 2, if Col 2 is empty, write HELLO. Then check Col 3, if Col 3 is empty, write HELLO. And so on. The…
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Automations not being consistent - sometimes running, sometimes not
Kia ora, I've got an automation set-up on a sheet when certain criterion is checked on the row it will send an email to a particular person (with the data on that row). I've tested it numerous times to get it right and it's worked fine, however using the sheet today, it worked once, but that's it. I tried changing the…