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Workflow not triggering emails for multiple rows
Hello, I have a grid that I am using to trigger emailing forms to other parties to collect data. I am using a Y/N field and a workflow to trigger the email. When "No" or "blank", nothing happens. When moved to "Yes", the workflow grabs a link from another cell and sends the email with the link to the form. This works fine…
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Master Sheet with Thousands of Rows
Hi All! I have multiple sheets that are tied to specific team members on my team. Each sheet has the same columns. I'm currently trying to see if there's a better way to organize this data. Right now, 12 sheets are managed individually by each team member and then when a row is resolved, it gets moved to a "resolved"…
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Form responses for a sheet that's no longer there....
Hello Not sure how to navigate this one. I am receiving form responses when people fill in a web form... but the sheet that it relates to is not in Smartsheet. I think it may have been deleted previously by a member of the team who has moved on. Is there any way of either recovering this file (it's not in my deleted items…
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Entry date/Payments
I have a sheet that tracks payments made by certain clients. When I add a new client that payment is due in June, the formulas are putting in automatically, payments that "should" have been paid in May. How do I make it so that the sheet won't calculate until the "entry date"?
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Edited CONTACTS - flowing to other sheets
If I edit a contact in My Contacts (the Name portion, not the email), will that flow to everywhere the contact is used (all sheets)? It appears the answer is no, and it takes manually editing each instance of the contant on all individual sheets. Hoping this is not the case, or there's an easy solution or workaround.…
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Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
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Create sheet with just 1 row per person
I'm trying to create a new sheet that only has one row per Instructor from a master sheet. I have a master sheet of Instructors for my program and it is being updated as Instructors apply to teach courses. I'm trying to create a new sheet with only one row per Instructor from this for a summary and to help with sending…
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Can I have just one cell automatically copy over from 1 sheet to others when a new row is added
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…
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Rows that were un-highlighted before copy row workflow coming up highlighted on destination?
We have several individual sheets in which rows are highlighted and cleared during business hours. After business hours, each sheet has an automation that copies the days entries to a master sheet. Why, if the rows are no longer highlighted on the source sheet at the time of workflow run, are they appearing highlighted on…
