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Have Smartsheet auto include a generated PDF in the notification email
Hello! Is there way to have Smartsheet auto include a generated PDF in the notification email it sends out once a form is filled out and submitted? I'm still relatively new to Smartsheet and I currently have the automation set up to generate a document with each form submission and send an email to a specified email…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Duplicate/repeat column settings
Hi! I tried looking for this question in various ways in the community group, as it seems fairly basic. However, I'm just not finding any keywords that are leading me to the same aspect I'm trying to figure out. Currently, I'm having to create multiple columns that are exactly the same setup - or close enough. I'd love to…
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Salesforce and Jira Connectors: Administrator Collaboration on Workflows
At present administrators can see a workflow created by another administrator, but they cannot view or edit details. Oddly, they are able to disable or delete it. Administrators need to be able to share their Salesforce Connector workflows with other administrators with edit and view permissions.
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Allow email notifications/automation with WorkApp credentials
Is there a way to send notifications and alerts to users of a WorkApps through automation without providing the users access credentials to the underlying sheets in the WorkApps? Currently, I have notifications triggered by dates and other metrics to ensure information remains fresh and current. However, since the users do…
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Pin Smartsheet Items in Workspace
I would like to be able to Pin items inside a workspace, to the top of the workspace view. When I pin these items, I would like them to be pinned for all users shared to the workspace. This would help my team immensely as we are a bilingual organization (JP and EN) and we often need to put an "!" at the beginning to keep…
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Auto-Update Report Column Names
This is a request to automate updating the report columns when the underlying sheet's column name is changed. After the new Smartsheet release that connects the old column names with the new ones, there are more clicks required to update the report's column names. The extra step is having to disconnect the old name from…
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Searching function in dynamic view
Hello- I really need a search function in dynamic view or I need a way to have interactive reports without granting people access to the underlying sheet. I don't understand how anyone can use dynamic view that has more than a page worth of data. Nobody has time to create filters everytime they need to look at something.
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Duplicate a Datamesh
My team depends on a series of "working" sheets (target sheets) that have a set of predetermined columns that all populate data from a central "data" sheet (source sheet). The data sheet stays static, but the working sheets are frequently added. The ability to duplicate a datamesh and simply change the target sheet would…
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Give Administrators full vision and access to all sheets
I recently contacted support about this and was amazed to find that what I thought would be a simple function doesn't exist. We have had staff leave recently and not so recently and have had requests from senior management to look for data that they may have stored in sheets that they may of owned or shared or transferred…
