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Change a cell value If a certain Postal/Zip Code is entered, is it possible?
Hi there helpful people! I am using smartsheet to track jobs in order to then export a monthly report. I have approx 2000 postal/zip codes attributed to client sites within a particular State - and what I'm hoping to do is set up an automation (either within a workflow or a formula) where if a particular postal/zip code is…
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How can I stop my Sheet Summary from changing the location of a cell when form data comes in?
I am creating an inventory form that populates data into a sheet on "Top of Sheet". I want to create a summary sheet that reflects how much of an item we need vs what we have entered on the count (via the form). My issue is, whenever a form gets filled out, it also shifts the cell I am trying to reference down. I want it…
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Grouped Update Requests
I am looking for a way to send multiple update requests in a single email. Here is the scenario. Once a product is inspected, I want to check a Smartsheet checkbox saying that it passed inspection. Then I want Smartsheet to automatically send out an update request to our shipping department telling them to go ahead and…
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Automatic workflow not working
I am trying to set up a recurring date to be entered into the sheet using automatic workflow (photos enclosed) I want to be able to type in "blah blah blah" into the event name column and have it repeat every month on the the third sunday. What am I doing wrong?
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triggering a workflow by a system date
I'm trying to trigger a notification based on Creation Date (auto-date) + 30 days. I hope I'm just being thick since I would think this to be a fairly common type of workflow. Unfortunately system date columns cannot be used to trigger a workflow, unless I'm missing something. At this point I think I need to create a…
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Uncheck cell based on values in another sheet
Hi all, I have a workflow request. I am trying to get a checkbox to reset to unchecked based on a series of conditions in another sheet. The below screenshot is the first sheet in the workflow. In this example, the checkbox in the column “Needs Review” needs to be unchecked based on these conditions: 1. A Review Date (in…
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Can I get alert for update request in Microsoft teams? (not as a bot, but as in team's chat)
Hi All I am trying to send an update request via microsoft teams and I successfully set up a workflow. But, the problem is the link to update the request is only coming from a bot of smartsheet rather than into the team(group) created. Under group, it is giving just a message that this user made an update. Is there any way…
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How to configure direct message update requests in Microsoft Teams
Hi everyone, I've integrated Smartsheet with MS Teams and have successfully sent notifications to a channel. I would like to add Update Requests in Teams direct messages but am unsure how to get it to work, and am finding little useful information on how to do this in a step by step manner. All I see is direction to enable…
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How can I set a workflow/automation for subtasks?
Hello! We're currently trying to set a workflow so that a notification by e-mail is sent seven (7) days prior to the projected start and the projected finish. Our goal is that this reminder is also sent for the projected start and finish established for subtasks. Nonetheless, my experience so far has been that a…
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Workflow trigger for condition not met
I want to setup a workflow to send an email when a comment is added, except if it is added by 'me' [Created by]. I want this to apply regardless of who the user is. Is this possible?