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updating cells without loosing easy overview of historic data - how to?
We have a list of customers, where the invoice changes from month to month according to use of specific items. Example: Customer A will in January pay for 2 item Y, 0 zero item X, and in February pay for 3 item Y, 0 item X and in March pay for 1 item X, 3 item Y. Q1: Is it possible to have the customer update this…
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Best way to automate sending a row attachment to an outside client?
For each job my business completes, we record the job and all information in a single row. Once the job is complete a report is generated with Smartsheet merge in Google Docs and saved to the specific row for the job which also includes the client's contact email. Regardless of how the attachment arrives at the sheet row,…
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How do I create an automatic updated sheet, that pushes information from other 2 smartsheets?
Team, I know you can do it. I have two databases (same structure, different information), but I need a third that consolidates the two previous. If anything gets added in the sources, it needs to be automatically added in the third. If anything gets UPDATED in the sources, the third needs to get updated.
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Weekly workflow - no longer able to specify day and time?
I am sure I used to be able to do this - but where can I specify the day and time to run a weekly workflow (i.e. to hit the assigned to users emails inbox at 8am on monday mornings).
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Is there a way to automatically copy filtered content from sheet A to sheet B daily?
I have a sheet (sheet A) that is my source sheet, and the content is updated frequently. I'd like to filter sheet A on a particular column, and copy the filtered content to another sheet (sheet B) to share with my users, automatically at a daily basis. Before copy, content in sheet B needs to be cleared. I tried to use the…
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redirection of automation@smartsheet.com to receive incoming emails
I have set up an approval workflow for staff to request IT support from an external provider. A Manager approves the request and on doing so the line is sent to the help desk of the IT company. The IT company has an auto responder email that confirms that have received the request and the email responder starts the…
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Trigger reminder on absence of comments
Hi, It looks like the "modified" column doesn't update when a comment is added to a row. Comparing this date/time value to today's date/time value is the only way I see to automate a reminder when a row has not been updated (and by updated, I mean a comment left on the row, not a cell changing). example - remind 'assignee'…
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Copy Row Issue
Just had an issue where my copy to workflow only worked on 2 rows out of ~15. This is not a new workflow, and has been tested and functional over 30 times, and no one has accessed or changed anything in the sheet other than me. Is anyone else having any issues with this? I really need the workflow to be trustworthy for…
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Alert Someone on every day a Task is marked as happening
Hello, Can I create an Alert (Alert Someone) that would send a notification to an email for each day when a task is listed as happening in relation to the Start and Finish dates, inputted in the system? The logic cannot be static, and should be based on when a task Starts and when it is listed as Finished. Dates can vary.…
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Workflow Copy Rows...
Ok, So I'm trying to use these new workflow ( https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets ) and I'm running into an issue... So I'm in the sheet I need to copy from, and I create the workflow and select 'Copy Row' and when go to select the sheet I want to go to it does not…