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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Automation fail, and sheet repopulates old data
I am trying to move a line from one sheet to another. I create the automation, run it and test it and it works fine. I submit a request, click acknowledge, and it moves it to the desired sheet. Then I get an email that says the automation is broken and about 50 lines auto populates old data back onto the sheet I am…
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Smartsheet JIRA Connector - Attachments
It would be really helpful if we could pull the attachments from a row on Smartsheet into a JIRA ticket. We use Smartsheet as a frontend for our support requests and users often upload screenshots to allow us to assist with their request. We pull these issues into JIRA using the connector, but there is currently no way to…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
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Group Rows Automation based on unique column ID
I am looking if there is a way to group rows that share a unique cell (i.e. Quote #) into one parent dropdown. I am wondering as a workaround due to the fact that the "Copy a row" automation from one sheet to another does not update the existing row but rather adds another row for the same quote ID # in this case. We are…
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Pls Help! Automating Rollover of dates Based on change of a status
Hi Everyone, Can't seem to find much information on this topic can anyone help with the below? Or point me in the right direction. Trying to create an annual calendar with deadlines. The calendar includes Monthly, Quarterly & Annual Deadlines. The idea is that when a team member changes the Tracker column to "Completed":…
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Approval workflow - Declined - Request Update -> how to send back for approval?
When you have a workflow that is declined I have request update selected but struggling to figure out how to send back into the workflow approval.
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Merged: Enhancement Proposal: Business Days in Smartsheet Automation Conditions
This discussion has been merged.
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Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…