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Moving rows from one sheet to another where both have different auto numbering conventions?
Hello, My organization is using Smartsheet to keep track of contract requests as they are submitted and reviewed. I use a sheet which auto numbers each row with a contract request number (prefix CRF-###). Once the request is approved, I want to have an automated workflow move the row to our active contract tracker and…
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How to not copy child rows using sheet to sheet workflows
I have a sheet with a helper column and conditions set in place to have a row copy to a different sheet however, when the automation runs, it still copies any child rows to the sheet. My workflow is currently setup as: Trigger: When Meeting Topic is checked Conditions: RAID Type is not blank Copy row to new sheet then…
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Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
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Trying to add form submissions onto a Spreadsheet that has a column of unique randomized numbers
Hello all, I was wondering if someone can let me know if there is an easy way or even a workaround to my issue. I have a list of randomized coupon codes in a column, and I need the form submission to populate the next available row with a coupon code. The issue I have right now is that, I have the column of 500 coupon…
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Merged: Send a form from a workflow
This discussion has been merged.
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Merged: Workflow Automation - Change Cell - Symbol Style Column
This discussion has been merged.
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Get Ready for the AI + Smartsheet Webinar on PDFs
🧠 AI-Powered Document Analysis: Transform Any PDF into Smartsheet Workflows 📅 Wednesday, 14 May 2025 🕐 13:00–14:00 CEST (Berlin) 📍 Online | [Add to Calendar – attachment included] We’re excited to welcome you to this free, interactive 1-hour session where we’ll explore how combining Smartsheet with Azure OpenAI is changing…
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Data Shuttle Export/Import
Hello, I am trying to use Data Shuttle to copy information from one column and paste it into another column by first exporting the master sheet then run an import of that export and it seems to be clearing all of my data or not uploading new data. The export currently exports all data with no filters. Below is the Import…
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Reference or copy a column in one sheet to another sheet automatically
Hi, I am trying to figure out a way to automatically get specific columns in one sheet, into another sheet I was originally looking at using a workflow to copy the rows over, but I only wanted to copy a subset of the columns which doesn't look to be possible. Then I started looking at cross-sheet references, but the posts…
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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…