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Automated attachment options
I am looking for a solution to add an IT Security Assessment template (word or PDF) to an update request or alert based on a condition being met (assessment needed checkbox completed) in the sheet. I have only found options for sending attachments on an update request. I am trying to automate this process and avoid someone…
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Automation
Why is it that when there is an automation for multiple rows of data to one person it completely cuts the message that is prewrite and does not include any attachments or row information for the person to decipher what is being asked of them to review. they are unable to see what specific document or row we are asking them…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Cross Sheet References
I am trying to create some UAT Testing and Issue Trackers. I have two (2) sheets, one called Tests and one called Issues. As the scenarios in the Test sheets are pre-defined, I would like to be able in the Issues sheet to add the scenario number to the field in the row Issue row but then autopopulate the issue number back…
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Forms and Contact List on Intake sheets
Hello, We have set up our forms to have the requestor supply their email address. However, how can we have it show on the Intake sheet as their first and last name? Do we need to add a field on the form and the intake sheet to capture this? If we have just their first and last name show up on the sheet, will Comments and…
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The web content widget doesn't shop up on mobile. It shows a generic icon, will this ever be fixed?
The web content widget doesn't shop up on mobile. It shows a generic icon, will this ever be fixed?
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Alert someone using send to contacts in cell not working
Very similarly to jdavidso's question here: https://community.smartsheet.com/discussion/71614/approval-workflow-send-to-contacts-in-a-cell about not being able to deliver an alert to an email. I am encountering an issue he didn't specifically mention, nor did the answer solve my situation. In my 'Alert Somone' action, I…
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Report Summarize
Hi, I have a report that I am struggling to summarize correctly. The first is a Drop Down column with options 1-3, the next is a checkbox column. I have grouped the report by the Drop Down column and that is working well, but there does not seem to be a way to count the the checked rows in the checkbox column. I would…
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Created a new sheet. Wont show up when I search it
I created a new sheet. it shows up in my recent files, but when I use the search bar to search it, it doesn't show up. I checked my total sheets threshold. I am well beneath my 700 sheets. Any help would be greatly appreciated! Thanks,
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Same subtasks for all projects..
Hi all, I'm new here, so sorry if the question's been asked before and I couldn't find the answer, but: I work on multiple projects at once, and they typically have the same group of tasks for each (I work in communications, and for every event (/project) I draft the same suite of products, and they get approved in the…