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Single source of truth from two sheets of shared data
I've been tasked with creating a workflow or function that lets Company 1 add rows (sales leads) containing simple client / salesperson data, and status of the lead. Company 2 would then access a sheet with this same client data, but only be required to change some drop-downs / text related to status. I started with two…
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Counting Checked Boxes in one column
Hello, I am trying to count the number of boxes that are checked in the "Missed Information" column and showcase the total in the bottom right corner of the Sheet. I have tried many different formulas: =COUNTIFS([Missed Information:Missed Information], 1) =COUNTIFS([Missed Information : Missed Information], 1)…
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Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
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Formulas in Automations
Is it possible to create an automation that will populate a cell with a formula instead of text or a drop down value? I am trying to get a column to populate with the name of a user who checked a box. For the action block of the automation, I selected Change Cell Value in Column to =([Modified By])@row The automation…
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Merged: AI tool to Document Workflows
This discussion has been merged.
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Merged: Allow to send attachments without linking to the sheet and adding other Smartsheet details
This discussion has been merged.
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AI-step in workflows
Imagine you have a sheet with three columns. E.g. Notes, requirement and rationale. The notes field has no constrains, the requirement column is intended to contain the requirement extracted from the notes column and the rationale the motivation for the requrieement. For this kind of scenario it would be useful to use AI…
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STATUS UPDATE - Based on Date
Hello, I want the process wherein once we click on the task status for example: In Progress then start and end date are added, time time line status will read it immediately if it is "ON TIME" or "DELAYED" based on the end date. If we click on the completed - and the end date is not yet on the past, then it will ON TIME -…
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Approval workflows | Missing approval button in the approval email
Dear Smartsheet Community, We created an approval workflow that was working well. Recently, we noticed that when an approval request is triggered, the YES and NO buttons in the approver email are missing. Initially, we suspected this might be due to the new Outlook system, but our tests ruled this out. Has anyone…
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Date Based Workflow Notifications
Hi All, I need to create a workflow for a simple alert notification based off an employee's hire date. There is a column with the date for each employee listed. I need the alert to be triggered at the 85 day mark. I know there are pre-set time frames (60 days after, 90 days after etc),but was wondering if there is a…