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Emailing a generated document
We are using the generate document feature to fill a .pdf with great success. Is there a way to have the sheet automatically email this document to a person or group? Example, we use a smartsheet form to prompt a user to input data, which loads to the sheet fields. The fields then auto-populate and save a fillable pdf. Can…
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Communication programs
Does anyone have any experience in using/ integrating a communication platform and syncing on Smartsheet. We are looking to even hire/outsource someone to help set up. The issue we have is team communications. Or communication between departments in regards to projects or issues.. We want to have a program like basecamp,…
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Automation doubles up on emails?
We have an automation set up to send an email to a project admin every time someone fills out our SmartSheet request forms. Each employee has their own unique form, but sometimes if input is sent very close to the same time from either the same or different employees, SmartSheet puts both requests into a single email to…
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MAX retry count reached error on offload data shuttle
I am trying to offload data from a Smartsheet using DataShuttle. I have many successful shuttles, but I am receiving the error message Processing Error. Job will be retried and eventually Max retry count reached. I have included snip-its of the process and errors. Any help is greatly appreciated!
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Custom Jira Field Only One Directional (Grayed Out)
I've created a bi-directional Jira Connector, however one of my custom Jira fields Smartsheet is only showing as one-direction from Jira (Jira -> Smartsheet) where it used to be available in all contexts (Smartsheet -> Jira). It's now grayed out and cannot be changed. What could be the reason for this?
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Restrict Visibility to team members assigned to your Workspace sheet
I am trying to find out a way where I can restrict the team I assign a task to, that when they login into Smartsheet, they are only able to see the tasks they are assigned to, however, I can find a way in the business plan. In addition, I watched a webinar where I could request updates in the emails, where the person would…
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Send Emails to the Comments section of Dynamic View
I am trying to create a log of the actions taken with on a row. We are using the "@teammember" feature to send email updates to individuals out of the Dynamic View comments section. It was asked whether there is a possibility to link this in reverse and forward an email from an external source (supplier) back to a row?…
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How to set-up Data Shuttle to show changes from the last time a workflow was run.
Hi! I'm trying to figure out how to set-up Data Shuttle to show changes from the last time a workflow was run. For example, I have a sheet with the following columns. "Job Title", "Job Code", "Posting Number" (Posting Number is the unique identifier) and "All Submitted Applications". "All Submitted Applications" is the…
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Is there a way to link an Excel spreadsheet to my Smartsheet?
I am trying to find ways to link an excel spreadsheet from another team to my Smartsheet that is tracking multiple projects. My hope is that while the excel spreadsheet is being updated by another team, my Smartsheet will be automatically updated for those tasks.
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Publish a Smartsheet Calendar to iCal - Does it work for Free Licensed users?
We really like the fact that Smartsheet can generate an iCal and be used with our Outlook application. However, it appears that some users (free users), cannot enable this link. I checked all the articles I could, and I couldn't find mention of this limitation with free accounts. Steps to create the error: (note: You are…
