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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
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Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Docusign integration
Hi, I have created both a template in docusign and powerform. I have integrated the template into smartsheet however, this means the signed document comes to me directly. The powerform means this very issue can be avoided however, I am unsure or unable to integrate into smartsheet. Does anyone have the answer for this…
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Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
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Summary Sheet Not Connecting to Correct Column
I have a summary sheet set up for my projects, which is connected to a metadata sheet I have. In the metadata sheet, I have column types for different types of data (contact, text/number, date, etc). In my summary sheet, the columns that should be looking at the text/number column for data are looking at the contact column…
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Mirroring Smartsheet
Good morning! We have a master smartsheet with employee info that we would want to mirror so we can have some of the employee info on different sheets that we can use for different tasks. Currently want to mirror employee number, name, work area from master to a new one. I tried to use data shuttle offload from the master,…
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Single View?
I need to create a view that can filter portfolios per manager. For example, Manager A manages Products A, Manager B manages Products B, etc. How do I create a view based on the specific filter (from the source sheet) to the specific manager(s)? Do I need to create multiple views based on these parameters or is there a way…
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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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Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…