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Auto fill information in sheet when a check box is checked in a different sheet
Hello All! I am trying to figure out how to auto fill information into my sheet, when I check a box in a different sheet. I am keeping track of different invoices and sponsorships in the original sheet. When I check a box in the column "Ad" then I want the "Organization", "Event", "Start", and "Due" columns to auto fill in…
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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Remove Symbols
OK, so, we have an update form that goes out to about 30 people. All they have to do is add the latest figures and click 'Send'. That's it. However, they insist on adding in symbols and text, no matter how strenuously we explain that they shouldn't. All they need to do is enter 55 not £55.00 or 0 not N/A. But they persist.…
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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Help with date formula/automation
I am trying to help a user automate a current process in Smartsheet. The information within the sheet is compliance info and each item has different regulatory rules. Some items have monthly update requirements, while others have quarterly or annual update requirements. Right now the sheet admin goes in the sheet to see…
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Change email not to come from Smartsheet Automation
Previously when I sent update requests out, it appeared as my name in the From box on the email. Now with new automated workflows, it just appears as from Smartsheet Automation. is there any way to change this in case people decide it's spam before they read it and delete it?
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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Update requests to more than a person
Hi all, I have a spreadsheet that has set up an "Update request". Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind). What happens is, since there are 2 people in the automation, the update request only gets cleared…
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Can't build an alert - formula-based email not acceptable
Hello community! Anyone have a work-around for this? Here's the situation: I’ve created a vlookup formula in my sheet to obtain an email address from another sheet, and then want to alert someone using the email address result from the formula. When I go to build the condition in the alert (for approval), the alert will…
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Routine reminder
Hello, I am trying to set up a routine reminder to notify staff to submit a report. I would additionally like to have it notify other staff to follow up to collect reports once the due date passes. I set these up as two different workflows but if I can combine let me know. I am also trying to find a way to not have to…
