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Setting up notifications when one column has all rows checked.
Hello, We are trying to setup a notification to a person in our company through Automation. We want ALL boxes to be checked on all rows for different topics before the notification is set. See screenshot. We would want all "Processes" to be checkmarked for Month 1/2/3 in order for one email to go to a Manager stating- it's…
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Bridge - SharePoint Integration Error: When field from the source sheet is blank
Hello, I have created a bridge integration which pushes various fields housed in a Smartsheet to a SharePoint list. I have successfully done this on multiple format types, including text, numbers, checkboxes, etc. I have incorporated errors in my Bridge workflow when pushing various Smartsheet columns that are blank. The…
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Automation: change cell value to a date when triggered
Hello, I was wondering if it is possible to approach it differently since 'change cell value' to a date is not possible, it is only possible with columns: text/number, dropdown and checkbox in my case. I wanted to have an automation when a person which could be one of two following: contractor or permanent and I want it to…
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Merged: Add Attachments to Automated Email/Workflow
This discussion has been merged.
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SmartSheet Proofing of dozens of files
Is there a way to bulk submit a few dozen files for proofing? Typically, this would be PDF engineering drawings. I want to start doing this within SmartSheet, but don't want to do them one at a time. Alternatively, can an automation be configured to copy the file for proofing and submit it to a group or group for review?
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CHANGE CELL IF CRITERIA ARE MET
Hello, I have two sheets, the blue one is (Sheet 1) and the yellow one is (Sheet 2). Sheet 1 are data that I got from a form, which includes the date schedule slot and timing. Now, I want in Sheet 2 to show if the date and time is chosen the status in Cabin 1 - Status is not "BOOKED" not Available. How can I do that?
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Workflow Automation Not Applying to Child Rows
I'm sure I'm missing the simply answer here, but my automation is set up to check a box and turn a row red when a due date is within the next 7 days. It works, but only on the parents rows. I need it to work on the child row tasks. I would prefer if there was a way for it to ONLY work on child rows, but I'll take an…
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Item Request
Hello, I am creating an item request/reservation form for check out/in of a limited number of headsets, 6 items. I am trying to determine a way for the sheet automation to look at the date a headset is requested and send a confirmation if that date is available for one or a denial if all six are already reserved for that…
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Dynamic View Automation or anything that could help me in Smartsheet?
Hello, I’ve been using Smartsheet for 5 months and have a question about creating personalized views (Dynamic View) for each of our 300+ customers. Each view will have identical columns but different rows of data. We plan to have each customer create a Smartsheet account for individual tracking. Is there a way to automate…
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Background auto-refresh a sheet as frequently as every minute.
This might be my first real contribution to this community, but I think I have had a breakthrough with respect to background auto refreshing a sheet. I've seen the common solution of utilizing a workflow to trigger a daily update of a date column, but the challenge has always been that you are obviously limited in how…
