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Assign in rotation
I have a sheet, and need to add an "assign to column", and would like to auto assign each line to one of four people in a rotation. So, submission one goes to the first name, submission 2 goes to the second, submission 3 goes to the third, submission 4 goes to the fourth, and then the cycle repeats with submission 5 going…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…
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Automation Workflows - Grouped Email
Hello, I’m writing to request assistance regarding automation notification emails in Smartsheet. Issue: I have an automation set up to notify people when I need jobs scheduled. However, instead of sending a separate email for each job/row, Smartsheet combines multiple notifications into a single, grouped email. This makes…
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Issue with automation process reporting a date in a special column
In the Smartsheet sheet “CRS RO Master” we have programmed an automation called “Track Changes in dates, confirmation and LHG code” [PICTURE 1] This one should report a date of a change in the columns “CRS GO LIVE DATE” and “PMS Go LIVE DATE” in the column “. CRS Check date changed”. [PICTURE 2] The update of the “Go live…
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On-call schedule communication
We have an On-call schedule in which Person A may be on call and ask persons B, C, D, and E to take over a shift. The On-call column is a contact email list. Persons B, C, D, and E will receive an Update Request to identify if they can cover that shift. Persons B and C respond that they can cover the shift. Person A will…
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Dashboard automation of past dates
What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard. There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward. Example: I have a diagram of amount of open task per month. Jan-25,…
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Automation Question: Can they be this specific?
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…
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Why doesn't Automation Workflow, "Assigned To has been changed", work correctly?
Hi all, I would appreciate another set of eyes to review my workflow please. Here's the automation: I get the email, but it shows exactly how it is written above (yellow highlight). I was expecting it to show the name of sheet. I thought this was working correctly at one point but can't say for sure. I can't find any notes…
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Copy few cells from 1 sheet to another based on a filter
I have a sheet named "T1 SQDVP", and I want to copy the "Safety Details" data from this sheet into the "Action Log" sheet, creating a new action under the "Follow Up Action" column. Based on the filter when Column "Safety Action / Escalation" is selected as "Action Required at Tier 1" See screenshots. Any suggestions would…
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How Can I trigger an email notification sent on a date along with a contact entered on a form?
I am trying to create an input form that allows an event to be entered, along with a date, if the event is recurring, and the contact to received the event notification. I am trying to do this using automation, but can't figure out if this is supported or not. Thanks for any help, g2smsht
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Automatically populate a new row in a report that contains formula references to a master sheet
Hi, I am struggling to find a solution to something that should be straightforward, I think. I want to create a dashboard that plots (1) summary values from a master sheet extracted every 2 weeks. Alternatively, I thought I could plot these values from a helper sheet that contains the same formula with a cross-reference to…
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Alert Someone Automation Error
Hi all, I have the following alert automation triggering off a date column, however since I added the "otherwise" it always sends two notification emails at the same time as if both conditions are being met. I played around and even when all dates in the column are in the next 7 days, to meet this first condition, it is…
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Automate Sending Welcome Email to New Smartsheet Users in our Company?
Does anyone know of a way to automate sending a welcome email to new Smartsheet users in our company. Our company has access to the app but their account isn't "created" until they login the first time (Okta/Active DIrectory Authentication) My idea would be to use the Bridge to: Make API call using GET /users Add Row to…