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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Duplicate/triplicate email from one notification
Hello! I tried the standard duplicate the notification and delete the old one already (which fixed it for a few days) but it has not started sending multiple emails again. This is the message I received "Hey, our head of recruitment just told me that the recruiters are getting like 8-9 emails every time a new hire…
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Automation is moving all rows instead of only those that meet the condition
Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose for the condition (Summary, Summary 2, Summary 3), it's still moving all the rows. I have no clue what's happening here so…
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Need to reference distinct values from another sheet
I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns. Some [CustomerID]'s are listed on multiple rows. Reference sheet 1 wants to list all the DISTINCT([CustomerID]) values, so…
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Can I pull in information from one sheet to another when there are multiple matches?
I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are hosting, which office they represent, and how much they are requesting from a pot of funds. This is stored in the Primary…
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Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
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Automation workflows not executing
I have like 8 automation work flows for when a row is changed it will change a cell, sometimes it works, other times it doesn't. The biggest one not working is recording a date. I know its not a delay because its been over a day since the last change and it hasn't updated. Here are two of the workflows I have, these are…
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Restrict number of times date is allowed to generate?
I am looking to formulate a column to generate a date based on the submission date and turnaround time of the type of task. However, we only want to allow each date to generate up to three times. If that date reaches a fourth date, then we want it to add a day to the generated date. Example: Doc1 received on 2/24,…
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Update Request Reminders for Specific Condition
I want to use update requests to allow individuals to upload a supporting document as an attachment to a row OR paste a link to document in a column. Let's call it the "Documentation" column. Users will usually add a new entry to the sheet and then get the needed documentation at a later date so we want to remind them to…
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Auto populate a form offline with multiple layers
Hello, I run a cookstove project in Africa. We need our field staff to inspect the stoves regularly. Each staff member has their villages to manage. And each of their villages have approx 200 houses. When checking the stoves, we need the user to select their village on the Smartsheet form. It is easy enough for each user…