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Why won't my automation to record dates work?
I am trying to record a date for each of our statuses listed below. Approval Pending, Approved, Denied, In progress, Completed, and Removed Most of these statuses are updated by a formula when dependencies are met on my sheet. The formula for the statuses is working correctly, but for whatever reason the In progress,…
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Reference worksheet name in alert automation
Please see the attached for reference. I have an alert automation to let my reception to expect bid submission on a triggered date. When I look at the email, attached, there is absolutely no indication as to what worksheet the automation came from. How do I fix this so that my admin will know the name of the project…
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Placeholder in automated email of sheet name?
I would like to be able to include the sheet name in a time based update automation which is a part of a template set. While we could make it a part of the set up process to update this automation manually with each new project, ideally we could just insert a placeholder for {{Sheet Name}} and have it fill in. This would…
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February 29th Automations?
Hi all, This may be a silly question, but if I have set up automations on my sheets to be performed on the last day of the month for February to re-occur every year and it was set up on the 29th February, will I have any issues for the following years? Basically asking does Smartsheet recognize leap years? Thanks!
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define user
Hello, I have a specific cell. When a value is entered into this cell, the person who entered the value should fill out a form from another sheet. I've tried to implement this through a workflow, however, in my sheet are many editor columns as there are different roles in a row, so it's not possible to define who should…
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Is there a way to create an automation to change a cell to a formula?
I'm trying to copy data from column to another, but only if certain conditions are met (i.e. if a separate column is checked or has a specific drop-down selection). I tried creating an automation with conditions that writes a formula to copy the cell into the column I want, but it adds a ' to the beginning of each function…
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Automation Trigger for 'no attachment found'
I have a form that is supposed to have an attachment when submitted. Users are filling it out without an attachment. I would like to trigger an email when a form is submitted without an attachment. Right now, the only option i can find for an attachment under trigger, is when there IS an attachment included. I also tried…
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Auto Generation of Crossreferenced tables
Topic: New Sheet Row Generation with selected data from a source Sheet with data linked. FYI: I posed this @ Product Ideas too. If you are used to ERP linked data tables you may have explerienced the need to get similar benefit in Smartsheet. We are in the need to generate a new row in a "destination sheet" triggered from…
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Established Automations Suddenly Failing
Thank you for taking time to read my question! We have been using Smartsheet for over a year. We have several automations (triggers) that are well-established and that have not been edited. These automations trigger rows to be copied to other sheets, which are a very important part of our workflow. Lately, and often, the…
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Ticketing System, email ticket information.
I've designed a multi-product ticketing system for my organization. External contractors will use a form to submit a change request or a defect report on a product. The ticket enters our system with a custom Ticket ID and the system routes it to the appropriate sheet based on the product. From there, the ticket will move…
