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Automated Backups - SharePoint
Hello team, I have scheduled weekly backup in Smartsheet and I was wondering if it is possible to have the backup file automatically moved to a SharePoint folder. At the moment I need to download the file every week and and upload it to SharePoint. I am hopping that there is a way to automate this process. Thank You.
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Auto set Baselines
Is there a way to configure smartsheet to automatically set baselines at certain milestones in a project? My thought with this is my project plan would automatically set a new baseline at 3 different milestones, I would end up with 3 sets of baseline date columns. This would easily allow me to go back on projects and see…
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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…
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Record a Date - Formula Issue
Is there a known issue with the Record a Date automation where, if the triggering action is created by a formula, the automation doesn't work? Context: I have a Record a Date automation set to run in the "Event Complete Date" column as soon as the "Event Achieved?" column changes to "Yes" "Event Complete Date" is a Date…
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the same source and destination name
Hello together, I'm trying to copy the entire row to another sheet when the status changes, and I'm getting an error message saying that the row cannot be added because the name of the source and destination is the same. When I created a test sheet with the same column names, it worked. How do I find the error? Thanks for…
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New Comment/Attachment Alerts
Hi all, I created a workflow to send a notification if a new comment or attachment is added to a ticket. We have a ticket "Requestor" and then an "Assigned To" user. I have the workflow alerting the Assigned To user a notification if a new comment/attachment is added to a ticket # (row). Is there a way to filter or edit so…
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How to only Sum values for unique requests with a specific request type
Hello, I have created a sheet to calculate some data points based off of an archive of requests that get pulled from an Automation when Estimated Completion Date and Actual Completion Date are changed, and I am trying to setup a columns to display the Average Days to Completion for each request type to help with estimates…
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Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
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Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
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Options for the "Copy Rows" Automation
Hi, To implement my idea, I would need "Copy Rows" automation options where I can specify which cells of a row should be copied, where I want to place them (Top and Bottom), and if possible, an option to define in which columns my copied cells should be inserted. As an example, let's track ideas from around the world.…
