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Columns not available in report builder
Hi, I'm building a row report and there are two columns that aren't available to pick in the column picker. Is there a limit on the number of columns in a report?
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Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
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Custom Message when Form Disabled
When I de-activate/disable a form, I would like to display a custom message. Right now it says, "The form you are attempting to access is no longer active." I would like for it to instead say something like, "The form you are attempting to access is currently under construction - please check back soon! You can contact…
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Issues with IF formula
I have two formulas which work well independently, but when I combine them they don't. formula 1: =IF(YEAR([Joined date]@row ) = 2025, JOIN(COLLECT({Membership Survey 2025 - Experience}, {Membership Prioritisation Survey 2025 - Org}, [Organisation name]@row ))) formula 2: =IF(YEAR([Joined date]@row ) < 2025,…
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How I’m Using AI to Supercharge Smartsheet Project Management
Hey everyone, I wanted to share how I’ve been blending AI into my Smartsheet setup to make project management more efficient—especially across large-scale fiber construction programs. Here’s what I’ve been doing: Custom GPT Assistant – I built a GPT that understands my project trackers and helps analyze trends, flag…
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Generating documents from row data
This discussion was created from comments split from: Generate documents from row data.
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Public links to sheets in automated emails?
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
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Update Automations
Hi All, We have several update automations on various solutions - and have worked very well for getting info from people that dont have smartsheet access - how ever in Sept we switched over to SSO and MFA and activated the Safe Share - We have now run into an issue that when our update automations trigger and people within…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…