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WebEx Teams
Are there help articles related to Smartsheet's integration with WebEx Teams? We have been able to create a BOT within WebEx Teams and complete the connection between Smartsheet and WebEx, however, only at a person level and we have a team who wished to integrate to a group space in WebEx. Is that possible?
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Admin Permissions
I have full admin permissions for our organization in Smartsheet. A sheet owner accessed a template and began using it; she is the owner. I did notice that her sheets are in a folder at the same level, but not within our workspace. I'm trying to help her with some formulas in the sheet, but evidently I don't have…
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Stopping Automatic Update Requests
Hello, I have many automatic update requests throughout a smartsheet; however, is there a way to create an automation that cancels the update requests without me having to go into each row and manually cancel them?
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Edit data in smartsheet using a form
Hi I have data entry from which is used by one group of people to punch in data. I have created the form for that which sits on a smartsheet. I want to use the same form to retrieve the data (row) in the same form, so that another group can either edit or fill in some other fields which were left blank. thanks for the…
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Can I automatically move rows to another sheet only when two cells containing numbers match?
In my Inventory System I have an Order Request sheet that captures order info by completing a Form. Once that order is filled it is automatically moved to an Order Fulfilled sheet using Automated Workflows. However, sometimes we can only partially fill the entire order amount. For example, if an office orders 10 Face Masks…
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Is there a way to alert someone if they didn't submit a form today?
I have a daily reports grid and everyone in my team must complete a form everyday. If by 3 on any given day they have yet to do this, I want an email reminder sent to them. Is this possible? Thanks in advance!
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Can Zapier update a row when the row has a status change and new rows are being inserted from a form
Apologies for the lengthy question - challenging to explain succinctly! I am attempting to build a fairly complex partner onboarding & setup workflow in Smartsheet. At the beginning of the workflow sales completes a Smartsheet 'Partner Setup' form & uploads the required paperwork. That triggers an approval alert which goes…
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Form Automation
Hi, Not sure if this can be done. I've created a form that I want to send to users. Ideally, one person would fill in the name of the project, then through automation, send the form on for other users to continue filling out (with the project name already filled out). Or have the person fill the name in the form…
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Approval Flow
Hi There, I have developed an approval workflow with 5 different approvals in series, that is the second approver will only approves once the first approver has approved, the third approver will only approve once the second approver has approved. The problem I have now is, how can I make sure if one of the approver hasn't…
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change reply email on automation
Hi, I setup automation on my clients' smartsheets systems. Now I have many emails coming from their subcontractors who reply to me when they receive an automatic update request. How can I stop it happening for existing setups prevent it for future clients thanks, Lauren