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Automation to find exact word match in a text field
I'm exploring a way to precisely match the word "HE" within a text field used for comments. When the exact word "HE" appears in the text, I want to populate another field named "Gender" with the value "Male." However, I'm encountering a challenge where the search for "HE" also matches it within other words like "SHEET" or…
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Change drop-down option in one cell based on data entered in a different cell
I am looking for a way to automatically select a drop-down option in one cell based on the data entered into a different cell. Monthly we track target goals against actual goals. The target goals stay the same throughout the year, however the actual goals are updated monthly. Based on the actual goals, monthy we determine…
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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
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Time zone discrepancy in Automations
Hello! Something strange has happened - my Smartsheet profile is set up for AZ time zone, and my workflows have followed that. However my Automation workflows switched to Eastern time today, so due to the time difference they all went out incorrectly. How could my Automation workflows run off a different time zone than my…
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Workflows - Streamlining Multiple Change Paths
I recently learned that I could have multiple change paths, and I was thrilled, no longer duplicating and changing for each criteria! But I am stuck on this one. Below is one of many workflows. The user will enter the Workstream (Train and Resources), and then the PM field will assign a person. I want multiple conditions…
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Life of a Ticket
Hello friends! I am creating a log which tracks the life of tickets we open. When we change the assignment group or status of the ticket, I would like for a new row to be automatically be created, preferably a child row so I can somehow only count parent rows hopefully in totals. Is this possible? Either of these :) Thank…
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How to create a formula that will send notifications to specific users
Hello, Im trying to create a column formula that when a user selects a certain field, the responses will automatically go to a specific person/responder and will notify them of a task that's awaiting their approval. For example: someone wants more information about a specific oncology drug, (the "therapeutic area" column).…
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Change cell automation not working
I have an automation to change the value of one cell based on the value in another cell in the same sheet. The change is to occur when triggered. The source cell value is based on a VLOOKUP formula referencing another sheet. The cell with the VLOOKUP value changes based on the formula, but the automation to trigger a…
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Can I sum two cells together and then clear the contents of one cell without changing new total?
I have two cells that I would like to sum together based on a check box. When Order Received is checked, Quantity Delivered is then sent into my total inventory in row 1. I would then like to clear all of the contents of row 2 through an automation, because that order is complete and done with, without changing my new…
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How to replace an SOP in a row when that row is updated
Hi everyone! I am creating an SOP Tracking system for my company where I will track all SOP’s being created. That being said, I need to be able to replace an SOP when the SOP is updated. Can I do this using either forms or automation? The SOP will have a specific name associated with it that will be able to be matched when…
