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Nightly Automation with Today Formula
I seem to have a 'ghost' in my sheet where only half of my automated workflow seems to work on any given day. My sheet (called a playbook) has half of the rows with =Today() date formula, and the other half with a hard-coded date; each night at 11:00pm PST my worflow copies the Today rows to a 2nd sheet (called a tracker)…
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Is there a way to use automation across grids?
We're using Smartsheet to track project requests. I'm working to build "personas" to show the type of projects coming in based on the requestors job function. Is there a way I could use automation to add data from another sheet so that once we receive a request the automation can reference the requestor's job function and…
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Is there a way to trigger a workflow following an automated update second request?
I have created a an automated workflow to send update requests 2x if a cell is blank. I want to create an automated assignment if the cell [Fail1] is not completed within a week after the second update request. Also, Fail1 has a formula to determine if a provider failed given 3 other criteria in other columns. Is there a…
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how to find out if an email exists?
Hi all, I have a list of people with emails in my smartsheet. Some of them left the company, how can I find out from smartsheet that their email not exist anymore and to mark them in the sheet? Thank you, Joachim
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How to create a deadline column for it to be three days before the deadline that was put in the form
I am trying to create a workflow (I think) that when someone completes my form and enters their requested deadline in the form, there will be an automatic column that will show three days before that deadline requested. I want that date to automatically show three days before the requested deadline so that we can get…
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ALERT SOMEONE
I am having problem to setup automation to alert someone. I have a column that shows 4 rows and another column that shows when the Alert someone should be sent out: Citrix/Network/PC Comm 1 - 3 weeks [column Communication Released Date: 02/17/22] =PARENT([Network Migration Date]@row) - 21 Citrix/Network/PC Comm 2 - 2 weeks…
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Moving rows/updating cells
I manage a portfolio of projects which I have to report on. I'm a Pro user, so I don't have the functionality that could probably make this task very easy. My project managers are required to use a company solution (not smart sheet to create project plans and updates). I've created a smart sheet that lists all of the…
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Automated Alerts - Comments
In an approval workflow when someone is notified on the Approved/Declined status, we have built a "message only" alert back to the user who submitted the request. The user will never be shared to the sheet and so the option to include a link to the sheet with selected columns included is not an option. Is there a way to…
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Problem with Automation - Conditional Path
I have automation set up to work off a checkbox column. When I check the box, I want four separate emails to go out to four separate groups. Each group's email provides a distinct link specific to them. The automation is set up for "message only" - no links to the sheet or specific fields. The automation permissions are…
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Why do my automation rules take 1-3 minutes to update when trigger is "when triggered"
I have been trying to create several automations that simply update a field based on the data in another field. Example is when Status = Complete, update % Complete to 100%. OR When status = Complete update a comment in the comments field. No matter what rule I create, it takes upwards of 3 minutes for the changed cell to…