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Copy Row Automation
Hello! I have been tasked by my team's leadership to create a way that they can audit how often my colleagues are updating their project plans. We currently have a "Master Sheet" that lists all of our current projects and certain cells linked in from each project plan. The project manager is supposed to be updating their…
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New Workflow Already Met Condition
Hello, I have a workflow that I just added and the cell to trigger the workflow already met the condition trigger so the email should be sent however I tested that and email not going through unless I do it manually. The reason is the cell status already has the trigger word. Is there a way to trigger the condition to send…
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How do I automate copying a subset of fields/columns to another sheet when criterion is met?
Hi, I built a request form with several fields. The requests will then be reviewed and either approved or rejected. Is it possible to build an automation that copies data in some fields/columns to another sheet only if the request is approved?
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Workflow not working
I've set up an automated workflow and can see that it has "ran" however, email alerts are not being received. Have tried several tests with no success. Have also checked everything I can think of setting wise and a bit lost on this one, considering I've had success with similar workflows.
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Workflow Runs but appears not to recognise condition
Hi I created a Sheet that continuously counts the time to a monthly meeting (4th Wed of the Month). The sheet has been checked and gets the correct date and interval. I use this date to calculate the interval / days to next meeting with a formula =[4th Wednesday of the Month]6 - TODAY() in a Column titled "Meeting…
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Copying a value from one column to another when triggered
Hello - I have a sheet that has a project start date column and an end date column. When the project is approved, I would like those dates to be copied into another column (as "start date" - "end date"), or if necessary, a two columns (one for each of the dates). Once the dates are copied, I do not want them to update…
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Automate Onboarding Survey
I am learning so much at Engage '22! I am excited to start using workflows to automate our onboarding survey results form.
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Trigger an Automation after an Event is over (Time specific workflow)
Hi everyone, I manage producing events in higher ed, and I'm trying to set up a workflow which sends a recap automation to our workers after an event is over. This is to collect notes and details with information from boots on the ground to help build reports and dashboards. In our sheet we have a column for date, and then…
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Alerting Contacts in a cell
Hello, We have a sheet that we use as an IT ticketing sheet and Form. I setup an automation so that whenever a comment or attachment is added to a row it will notify (email) whoever the assigned technician on that ticket is. This works great when the end users comment, however, when the IT technician makes a reply or a new…
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Need some help with a health formula for task risk level analysis
Hello, I am currently working on a formula for the health column in my smartsheet that is based on the the task status and the end date of that particular task. This is what I have so far but what I need is for when the "end date" cell is blank I would like for the health of that task to be blue. The reason is we do not…
