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Multiple Step Automations
Hi All, I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval". I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner. Most of the time this seems to be working correctly,…
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Is there a way to integrate Freshservice ticketing with Smartsheet without using Bridge?
This discussion was created from comments split from: Freshservice ticketing integration with Smartsheet.
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Microsoft 365 Connector
Where do we find documentation on the Microsoft 365 connector? In the regular help, I found this article,…
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How do I not have data shuttle change Smartsheet data to blank?
I am using data shuttle to update information in smartsheet from an excel csv sheet. There are 6 columns I am having it update. When I run the data shuttle workflow it updates to the new source information including deleting the information in Smartsheet and changing it to a blank value. I have tried to use the filter…
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Control Center Automation Error - "Error when attempting to get project folder." Why?
Every so often the Automation throws an error when creating a new project. "Error when attempting to get project folder." The automation for that project then fails. The original entry on the intake form is coming from an imported CSV that is generated by another system with Data Shuttle. If I delete the entry on the…
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Interdependencies Across Sheets: Are they possible to track?
I was discussing the Dependencies tool in Smartsheet with my manager and how it could be utilized to track the Critical Path. Also how we can use Baseline to track any major changes to the project timeline. While discussing this, he asked if there was a way track interdependencies across different sheets? For example, if…
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Can you have a live connector from one smartsheet to another smartsheet?
Is there a way to have live data from one smartsheet to another smartsheet? let's say that one row from the "child" smartsheet is being updated and the "master" smartsheet gets updated based on the values from the "child" or vice versa
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Dynamic view access
I created a dynamic view off of a sheet to allow managers to view ergonomic assessments. Generally, it's been working with little complaints. Today I had a manager reach out that the link wasn't working saying "URL not found". I checked that she was, in fact, the listed manager within the sheet column and added myself to…
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Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
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Control Center
Hi All! I need assistance with forms in Control Center. My solution has a one master form that intakes requests for information. I need that information to flow to the project level as we do not want each project to have an RFI number per project but a constant running of RFI numbers. I have built potential solutions, one…
