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Automated export and Automatic upload
Each time a row is added (which is requiring an approval) i need the sheet to export the new data, to either an excel spreadsheet or google doc and upload to a secure site. The other option would be to do this based on frequency like nightly, but I guess the real question for me, and yes I am both new and green here, can…
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Replacing form attachments
Hi everyone, I am creating a system in which students submit a form for a project that they are presenting to the university. The system calls for constant feedback and re-submitting. The only problem is, I don't see a way to automatically remove their previous file and replace it completely with their new file. This is…
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Updates via webform
I have a business rule list in SharePoint. When updates are needed, the change management process is managed in SS. Currently, the user has to tell us the ID number and name of the business rule manually. Lots of room for error. We would like to be able to pull the ID number from a drop down which then allows the data to…
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How do I give an outside user access to ONE row of a spreadsheet?
Here is the deal. I run a wedding video studio. I just made a smartsheet questionnaire (form) to have all of our videographers answer from the smartsheet app on their phones at the end of the shoot to inform the editors of anything they need to know about, etc. One of the questions asks them to upload photos they took from…
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Data Mesh Error
Hi, I am using Data Mesh for the first time. I am trying to populate my target sheet with a report. There is a sheet that feeds the report. New rows may be added and existing rows will be edited frequently. So, I believe choosing "Copy and Add Data" is the correct choice for Data Mapping Format. I have 2 rows in the target…
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Setting date in Project profile data from Master intake form
Am I missing something? I've been trying to push the start date of a project from the intake sheet (via intake form date input field) without success. Upon spinning up the project in SCC, I get the error: * Failed to update template field(s) for "Project Profile Data" (Code: 5536 - Message: The value "04-27-2018" could not…
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Alerts to Microsoft Teams
When trying to set up an alert to Microsoft Teams from a Smartsheet Workflow I am getting the below permissions message. I have spoken to my Office 365 Admin and he is not sure what to do. Is there a link to an instruction on how to do this. This seems like it should be straightforward but I can't find anything.
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Help with Google Forms sync
Hi All, I am trying to create a procurement Smartsheet for my company, using Google Forms as a method of collecting data for procurement requests. The reason I am using Google Forms is that it has form logic, which is something the people at Smartsheets have not implemented yet, but are working on from what I am being…
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SmartSheet / ServiceNow interface
What is the interface between SmartSheet / ServiceNow and can it be an automated rather than a manual extract which can be extrapolated into reports from Smartsheet?
