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Filter only children row when certain criteria is met.
Hello Community, What I am trying to do here is to display the milestones achieved by each client. The milestones are contained in children rows. The way to identify those milestones would be displaying the row with the highest date within its own family group and box check checked. Once I am able to filter the rows that…
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Is there a way to add text and signature after it has been submitted and signed?
My team is developing a process for risk acceptance between departments and IT. We have a preliminary process that currently lives in a Word document and we wanted to see if it can be put into a more automated process in Smartsheets. There are 2 parts to the document that each require signatures/sign offs. The process is…
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Due date automation - how can I do this?
I'm working on a project to automate the flow of processing between multiple staff, each task will have 1-3 days to process [due date] depending on the task. Is there a way to assign the due date through the automation process? I have it assigning when the previous person has completed their task, but I'm not seeing how to…
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Need a formula to have all work-flowed moved cells to go to the top of the sheet
Every time I put an automation to move cells to another sheet, they end up at the bottom of the new sheet. Is there a formula I can use so that they can start coming in at the top? Thank you!
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Create a backlog item when status changes in a form?
I created an intake request form and it has a status field that on submission is set to Submitted as default. A email is triggered to the team that a new intake was submitted. The process then requires someone on the team to review it and set up a discovery session. Is it possible when the status changes from Submitted to…
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Why is one sheet workflow bringing the cells to the top and 1 sheet is bringing the cells bottom
I have two sheets that workflow to a separate sheet. One sheet will put the cells at the top and one will be brought to the bottom. How can the cells be workflowed to the top of the separate sheet.
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Nightly Automation with Today Formula
I seem to have a 'ghost' in my sheet where only half of my automated workflow seems to work on any given day. My sheet (called a playbook) has half of the rows with =Today() date formula, and the other half with a hard-coded date; each night at 11:00pm PST my worflow copies the Today rows to a 2nd sheet (called a tracker)…
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Is there a way to use automation across grids?
We're using Smartsheet to track project requests. I'm working to build "personas" to show the type of projects coming in based on the requestors job function. Is there a way I could use automation to add data from another sheet so that once we receive a request the automation can reference the requestor's job function and…
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Is there a way to trigger a workflow following an automated update second request?
I have created a an automated workflow to send update requests 2x if a cell is blank. I want to create an automated assignment if the cell [Fail1] is not completed within a week after the second update request. Also, Fail1 has a formula to determine if a provider failed given 3 other criteria in other columns. Is there a…
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how to find out if an email exists?
Hi all, I have a list of people with emails in my smartsheet. Some of them left the company, how can I find out from smartsheet that their email not exist anymore and to mark them in the sheet? Thank you, Joachim
