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Is there a way to automatically extract the activity log?
I have an extraction of the activity log every week and I was wondering if there is a way for an automatic extraction of this log
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google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
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Change "end date" based on status changes
When an end date is used in a dependency setting, you can't use automation or formulas to change it. However, this is when it is critical (pun fully intended)! When someone marks an item as Completed status, it would be helpful if the sheet could update the End Date column to the date it marked completed. For dependencies…
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Generate document-Multi lines of Text issue
I am attempting to generate a document with one area using multi lines of text I put into a cell through using ALT+ENTER. However when I generate the document for these fields they do not generate vertically as mutli lines and keep scrolling as run on text. I have it set in these form fields in Adobe as Multi-Line and…
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Make Hiding & Unhiding columns an Automation function
Perhaps my "search foo" is a bit rusty, but I could not find an existing suggestion for this specific issue, only several tangentially related suggestions. I believe this is pretty self-explanatory. I have sheets with several checkbox columns that are typically hidden, but often need to be unhidden to perform some action.…
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Autopopulating a job number
I have set up a sheet that will house our jobs. It has been requested that each job have its own row, nestled under the customer's name. Our job numbers are derived by using the customer number, year, and job number for the year. For instance, the first job of 2024 for Customer A with a customer number of 1000 would have a…
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Run a formula on a destination sheet when rows are moved to it
I'm migrating a manual process we have into Smartsheet, and keep finding new hills to climb! : ) Essentially the process will result in document generation (PDF) after different team members submit info onto a sheet using Forms. First, I found a formula solution that worked for me to combine all sheet data (from columns)…
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Create a new sheet from template using automation
It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.
