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How to automatically add NA to a date column in 1 case, which is updated manually in other cases?
Hi, So, I have a date column, say Date A. I have another column say 'Condition A'. When 'Condition A' column consists of a value 'ABC', then Date A column should auto populate with 'NA'. In other conditions when Condition A column has 'XYZ' or @'PQR', Date A column needs to be filled manually by the smartsheet user. Now,…
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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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INVALID COLUMN error in "Alert Someone" Automation
Our team uses template project folders to easily create each projects schedule and trackers. We use the "Save as New" functionality attaching all reports to the newly created folders. Recently, after saving as new we are getting this "Unable to Run" notification for the automated notifications within our schedule. When…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Help with Smartsheet
Im looking for someone to help us learn smartsheet. Compensation will be provided when needed. We have a lot of stuff built and unfortunately my employee had to move back home with family health issues and we are in need to help us learn smartsheets so we can keep utilizing what he has built.
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Workflow - SAME SHEET copy a cell to another column
A workflow enhancement that is similar to the Change Cell Value. However, instead of changing a cell, copy it to another cell. Use case: I have a formula that calculates a date. However, I want to keep the initial value of the date and therefore, don't want to reference the date formula because it will change. A workflow…
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🧠Automations Team is Looking for Research Participants! 🧠
Hi Community members, Our Automations team is looking to better understand how you manage and make sense of the automation workflows behind your projects and processes. No preparation is needed — and if you're selected for a session, you’ll be compensated for your time. If you're interested, please fill out this form, and…
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Merged: Rich Text Formatting in Workflow Emails
This discussion has been merged.
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Workflow action to set a date to a relative date or static date
I am requesting a formula that would allow me to update a date with something other than today which is done with "record a date". I may want to record 3 days in the future or possibly a fixed date such as "12/25/2026". This would allow me to set fields that can be used for alerts while leaving them editable since they…