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Archiving through Control Center
Hello, I created a an archiving process using control center. We have a Parent Workspace and Child Workspace Blueprint. I've been testing it out and created an Archive Workspace for my child projects workspaces to go to and i created an archive intake sheet where the intake row moves. Everything works well. My question is,…
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How to auto populate approval from one sheet to another?
Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up…
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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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Dashboard Templates
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
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Archiving Sheets with Different Primary Columns
My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but both columns exist in all sheets. When a request (1 row = 1 request; form intake) is marked completed it moves to its…
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How do I archive a folder using a date.
Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Means close at my company), and has a date of 2024. The issue I'm having is that I am unable to get the Date Closed to work. I…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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Assistance Needed with Date Archiving Automation
Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows. I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving…
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Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…
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How to Reverse an Automated Task
Hello, I recently created an inventory tracking sheet and programmed it move a fully consumed material to a separate sheet. The parameter was "If rows are added or changed" when "fully consumed" is checked, then move row to "fully consumed" sheet. It was taking a long time to respond so I manually ran the automated task…
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Remove duplicates based on Modified Date
Hi team, any suggestion is appreciated! I have 4 sheets: Sheets A-C: Individual project trackers Sheet D: Main project sheet What I need: Setting up a workflow that copies row updates in Sheets A-C over to the Main Sheet (Sheet D). This will ensure the Main Sheet includes all project statuses so I can report on them.…
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Archiving Data
How do you go about archiving large data sets from sheets? I know you can create automations to move rows to another sheet but what happens when that sheet gets too large as well? I have thousands of entries that happen every day and I am trying to use data shuttle to offload the data but with offloads, it just replaces…
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Archiving Rows
How do you go about archiving large data sets from sheets? I know you can create automations to move rows to another sheet but what happens when that sheet gets too large as well? I have thousands of entries that happen every day and I am trying to use data shuttle to offload the data but with offloads, it just replaces…
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Control Center Project Archiving - Update Project Profile Data
I am building out a Archive in control center to archive projects once they are complete. As a part of the process, I want to update the Project Profile data to update a sheet showing that the project is Archived. I have added a column to the intake sheet and the Summary sheet. In the Archive workflow, I see Update Project…
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Why is this happening all of sudden?
Hi all, I have had an automation set up (and working fine for quite some time) that copies a row to another sheet and then moves that row to a different sheet (Archive) when "send to Archive" is checked. As stated, this workflow has been performing perfectly for several months. Nothing in the source or destination sheets…
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"Bulk" archive sheets/folders/workspaces
Provide a way to bulk archive assets and automatically remove all sharing, deactivate workflows, etc. (similar to Control Center). Current method of manually removing sharing and deactivating workflows on thousands of sheets is too time consuming.