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UPDATE: Is there a way to ignore case in a unique identifier
UPDATE: I figured out something about my query below - not all of the doi's on the source and target sheets have the same case (some lower case, some upper). I think this is my issue, which presents a new problem. Is there a way tell smartsheet to ignore case? Or a formula to change case? I'm running into issues where my…
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Conditional formatting legend
I would love to offer a legend for users to understand the conditional formatting for a given sheet. Not all users are able to see the rules and may not remember what the formats indicate. Adding a button or pop-up banner/tool tip would be a great improvement. I try to use the column description when I can, but the…
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Remove all conditional formatting options
It would be nice to have the option to select all/some conditional formatting that need to be removed. Some sheets have many and even though they can be disabled, they need to be removed for structural changes.
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
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Workflow: Select Destination Sheet Not Working
Hello, I am attempting to create a simple workflow to move rows from one sheet to another. I am a licensed user, Sys Admin, both sheets reside in the same Workspace, I am the Owner of the Workspace and the Sheets. The source sheet was created weeks ago and the designated sheet a few hours ago. I have refreshed my session…
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Using duration column for automation workflows
Hope you are well! I'm using this function: https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send However, instead of generic numbers, I want to use the duration column for the condition like below: I tested it and it's not working. Is there another syntax I need to use to…
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Reminder to do something after so many days
Hello - I am trying to write an automation with a delay in it. Specifically, when a card/task gets moved to completed, I am auto filling in the date it was completed. I am hoping to reminded to follow up with the person 6 months after the work was completed to see if it really met their needs or if there was any more I…
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Date - Workflow - Automation Assistance
I have a requirement to update the "Request Closed On' date with the system date. Based on the Current Status, set to "Closed" to the particular row of the cell. I am using the pre-built template - "Record the date when specified criteria are met" This is the logic i have written, when I am executing the workflow. The date…
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Organization name as sender of workflow alerts is not updating
Hi All I built out a set of workflows on my reseller account and then moved the solution to the End user's Enterprise account. However the workflows that are to be sent from "my organization" are still being sent with my account name, not the end user's account name. I am an admin on the workspace in the end user's…
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Notification Workflows using Multiple Contact Columns
I have 4 contact columns in a sheet that I want to use in an alert notification. Does anyone know what would happen if the same name is repeated in multiple columns in a single row. Would the person receive duplicate emails?