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Can you pull reports to run automatically each month for each different location on 1 sheet?
Alright! Pro Desk is booked out over a month for what I need, SO I am hoping to get some insight from you guys! Currently I am making a sheet/intake sheet that is populated through form submissions. There are about 30 different manufacturing plants that will use this form and within the form there is a dropdown for them to…
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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…
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Check A Box When A Value On Another Sheet Changes
I have a sheet that is pulling data from a second sheet. What I want to happen is when the status changes to RECEIVING COMPLETE on the second sheet, it checks the box in the received into stock column. The problem is that once that status is updated to that value on the second sheet, it's moved onto an archive sheet that…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
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Sending an Attachement
Hi, If we have something attached to a row, is it possible to send an email to the address listed in that row that includes the attachment, without giving access to the full sheet? The email would just contain a message and the attachment.
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Merged: Outlook Add-In
This discussion has been merged.
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send custom form links using automation
Can i generate a custom link to another form with prefilled content from another sheet? When someone completes a form i have an auto number that counts up on every submission. This is our reference number. When someone completes the form to generate the row i want to use that reference number to send an email with a form…
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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Automations Are Not Triggering
I created a new automation on an existing sheet and it is not triggering. To test, I created a new simpler sheet (4 columns) and created an automation using the templates. The only think I changed was the person to notify (adding my email). The simplified test sheet and automation also did not trigger. If I manually…
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How can I set an alert/email to the contact in a cell as well as the triggering user?
I am new to Smartsheet and looking for a way to manipulate the automation templates: I have an automation that once a date is entered an email is sent to the contact in a cell alerting them that the information is ready to be worked on. It has been requested that the person that triggers this action (Enters the Date) be a…
