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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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How can I use index match + either another index match or an IF statement to pull Data from multiple
How can I use index match + either another index match or an IF statement to pull Data from multiple sheets? In my case I have 3 sheets: Sheet 1 - Current Project List - consists information that track active projects. (each Project has a unique project code) Sheet 2- Closed Project List - consists of previous years…
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Why is my Smartsheet Automation forms not sending out emails?
Hi there Hoping someone can help me with my Automation forms I am trying to send out to my team for a weekly report I need them to fill out. This is what i have set up below and for some reason whatever I try the notification or emails just aren't sending out to my team and im not sure how to make this work. Please advise.…
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Inactivity Alert
I want to do this… but not sure since Alerts are not a thing anymore - or am i missing it? Smartsheet Inactivity Alert Setup Step-by-Step Process Open your Smartsheet, add modified system column Add a new column called "Inactivity Check Date" In the first cell of "Inactivity Check Date", enter this formula:…
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Administration of SmartSheet
As my company's SmartSheet administrator, is there a way for me to see a total number of automations/workflows that exist within my entire SmartSheet account? What about total number of attachments that live within my entire SmartSheet account? Lastly, how many alerts/reminders/notifications I have set up within my entire…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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Automated Workflow - Mutiple sheets to one sheet
I have an automated workflow set up on multiple sheets to move rows to one sheet when an action is triggered. I've noticed it only works on one sheet. Does that automation only work on one sheet or is there a way to have multiple sheets move rows to one sheet? Thanks!
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Workflow Subscription
Hello, I have someone who unsubscribed from the automation workflow notification and now needs to be added back. How can this be done? Thanks!
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Workflow enhancement - copy a column/cell to another column/cell
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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Parent and child rows
Hello, I need assistance with managing parent and child rows in Smartsheet. How can I display a milestone as completed once all of its child rows are marked as 100% complete? For example, if I complete all the rows under Milestone 5, how can I set Milestone 5 to show 100%? Thank you in advance for your help.
