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Merged: Have Automation "Move Row" Give Option to go to Top of List
This discussion has been merged.
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Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
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Add new record to one sheet from another
Greetings, Our QA team has 2 Sheets that they work from: QA Tracker - Tracks Call Evaluations QA Rewards - Tracks rewards for any employee with a 13 or 14 score (Exceeds Expectations) Right now they have to enter data into both sheets for the evaluations that are a 13 or 14. We were looking to automate adding these records…
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Can a milestone task be closed based on completion of an approval task?
In each of my parent group of tasks I have an approval task, followed by a milestone task. Both are important for reporting. Example: Task1: Manager approves ABC Webpage for publishing Task2: Milestone: ABC Webpage ready for publishing - Predecessor for Task2 is Task1. Problem: When Task1 is marked Complete, I want Task2…
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linking rows across different sheets
Ok this one seems to be a little more advanced of a question, once a row is copied to another sheet is there a way to link the the copied row to original row so that whatever changes are made to the copy also happen to the original row. lengthy description below with screen clips. the first screen clip is the master list…
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Changing logo on a workspace via control center
Hello, we use control center to create workspace that contain templates. The workspace are used for different clients. Each client has a logo that we collect in the intake sheet (this is the sheet that is used by control center to create workspaces) we know the manual way of changing the logo, but we also know that there's…
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Automate dashboard?
Dear SmartSheet Community, I hope this message finds you well. I'm reaching out to inquire about SmartSheet's capabilities for automating the creation of weekly and monthly reports. Our objective is to streamline our workflow by eliminating the need for manual report generation. We are particularly interested in:…
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Fix Auto-Send via Excel - data is not exporting correctly
I've raised this issue to Smartsheet Support and have basically been told that the formatting issue that is persistent from Smartsheet to Excel via the auto-send feature is not a problem, per se, but would fall under the product enhancement category. Sadly, this is a very disheartening as the feature auto-sends just like…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
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How can I track when a ticket is past its number of SLA days??
Hello, thank you in advance with helping with this question! Please see below: Situation: My team uses a Smartsheet intake form to take work requests from other teams. This populates into a sheet with the needed information to move tickets to different status' (ex: New Request, Active, Backlog, Triage Required). All of…
