Automations
Discussion List
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What do I do if my automations keep failing?
Good afternoon, We are trying to have data moved from one sheet to another every month using automations but we are running into the issue that once the sheet gets too big (too many rows) the automation will fail to move specific rows out. I am looking for a solution for this issue and an alternative to manually copying…
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Merged: Formatting Capabilities in Automation Emails
This discussion has been merged.
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Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
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Need formula & function for the question below
If I apply for PTO, I want to make sure it's getting subtracted from the "WR Balance Before Application" and it would be straight subtraction selecting cells & it's sorted. The main formula I am looking for is, If I apply again, my "WR Balance Before Application" should be the latest "WR Balance Left After Application"…
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How do I get the Move and/or Copy Automation to work properly?
This automation with work for a short period then stop and show me this error. Of course there is going to be a matching a matching column. How do I avoid it?
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Record a Date when status changes
I have a set list of statuses that I want to keep track of and collect durations. For example, when the status changes to Sent to Lab (Ongoing), I want it to record a date in the Sent to Lab column. I feel like it should be an easy thing to do I just can't get it right.
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Automation to change a cell value
Hello - I am trying to use an automation to change a cell value. I was originally triggering the change with a cell populated by a formula pointing to a cell with a cell link from another sheet, which I understand won't work. Is there a workaround for this? More detail: I am using smartsheet for headcount tracking in my…
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Smartsheet Automation
Hi, I have an automation that moves rows once a checkbox is checked off. However, on some sheets, even though it is checked off, the row stays on the sheet. I need to uncheck, save, and then check off again. Any solutions for this?
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Workflow actions not being triggered by changing linked cell
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
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Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.