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Autopopulating a job number
I have set up a sheet that will house our jobs. It has been requested that each job have its own row, nestled under the customer's name. Our job numbers are derived by using the customer number, year, and job number for the year. For instance, the first job of 2024 for Customer A with a customer number of 1000 would have a…
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Why does my target sheet not show in search?
I'm trying to copy a row from an original sheet to a destination sheet. However, when I try to select the destination sheet, the search returns no sheets: I saw that both the original sheet and the destination sheet must be shared with Admin/Owner status. This is the original sheet: And this is the destination sheet: Why…
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Copying and Pasting Contacts From Outlook
Smartsheet should implement the ability to copy and paste contacts directly from the "To" or "Required" fields within Outlook. If the system already has the contact listed it can match them to that existing entry. However, if the contact is new it should automatically use the information copied to create an entry. When…
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Move Rows Automation Suddenly Failing - Multiple Sheets
Hi. I manage 3 very similar smartsheet tools for 3 different office's training request intake and approval systems. Once requests are approved, an automation has successfully been moving them to each site's Request Archive Sheet. This has worked as expected since March. For some reason today this feature has suddenly and…
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Dynamic Formula
Hi! I'm using smartsheets to manage my business's projects and I have an automation that triggers when my PO checkbox is ticked, so that it copies the project over to a separate client sheet. Necessary so that I can keep all of my projects for Client A, B, C etc separate, for some specific calculations I need. (Mainly…
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New copy of an old project
Hi! We have a long list of about 100 projects in a sheet - about 80 of them will be "restarting" or "renewing" this year. Instead of making the requesters fill out the intake form again, I'm hoping to save some time by copying rows from "this year's" request to "next year's" request, and just make some minor updates to the…
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Add a "Strict" Option to Auto Number Columns
The situation is if a row is copied from one sheet to another, the Auto Number unique row ID coming from the source sheet will keep the same auto number on the target sheet. This results in duplicate Auto Numbers potentially, which causes duplicates in what should a column with unique values.
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Copy and duplicate Rows based on value in cell
Hi there, I have the issue where a user is attempting to duplicate the cell value within a sheet, based on a trigger, and a quantity. For example: Form intake produces a row with the values Column: Status = "Requested" Column: Quantity = "3" Column: CODE = "ABC" I would like when the Column: Status changes to "Published",…
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How do I move certain values from one sheet to a different sheet?
My attempt: Step 1: Sheet #1 get populated with new values (via a form submission(s)) Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details) I tried the automation feature, but the whole row gets copied. I want it so that only certain…
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Copy row automation is not copying all data (assigned people in contact list row)
We have a 'copy rows to another sheet' automation that is working correctly except for one column, the "assigned to"/contacts column has stopped copying the data. It was working well until last week. No changes to the automation took place. I removed and re-added the automation and confirmed no automations in the…