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Auto number column type and copy rows workflow
I have two sheets that utilize the auto number column for tracking two different things. sheet two has all of the data sheet one has, including the ID that is autogenerated on sheet one (manual input into sheet two), but it also has additional columns such as the autogenerated sheet two ID. I wanted to create a workflow…
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Create an automation to set column value on a new row
I'm trying to create my first automation, and although it seems like a dead simple use case, I can't get it to work. I simply want a default value for one of my columns. It's a drop-down column, but it looks like SmartSheet doesn't support setting a default value, and an automation is the recommended approach. So I'd like…
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Merged: Move or Copy Row Automation should allow for Select Field handling
This discussion has been merged.
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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Reduce Lag Time for Automation Triggering
The lag time to trigger Smartsheet Automations is extremely variable and often far too long (usually 1-2 minutes, but Smartsheet claims could take up to 15!). This is a frequent complaint from my users and significantly limits the utility of these features. I frequently need to use a copy or move row automation as the…
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Room for Automation Notes
Add a notes field that would appear in the automation summary for people to put process notes for others to understand process.
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Formula columns not updating automatically after data is pulled in via datamesh
We discovered that our formula columns are not updating automatically after data is pulled in via datamesh and they only update if someone goes into the sheet, clicks into some cells, then saves the sheet. Support told me to set up an automation on the sheet that does something like locking then unlocking a specific cell…
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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
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Conditionally Copy "Modified By" value to another row cell
An update to a column called, "FOO", should trigger an event where the contents of "Modified By" are copied to a column called, "BAR". Steps. 1. I change the contents for "FOO" from 'a' to 'b'. 2. "Modified By' changes to my email (the usual automated way) 3. My email is copied over to "BAR" **If a field other than "FOO"…