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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Are AI tools available for everyone?
Hi I recently saw the AI tools showcased on the Smartsheet website, but I can’t find them in my workspace. Are these features available to all users, or do they require a specific plan or additional payment to access? Additionally, could you please provide more information about the new features included with this…
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Link to Download Attachment Missing
Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Solve for Sending rows without Linking to Sheet
Hi! We have a project list that goes through our SteerCo for approvals on Wednesdays. I have an automation that sends all approval decisions from the meeting to the stakeholders following the meeting (set an hour after meeting conclusion). We have it set up so that only a couple admins can see the main sheet, all other…
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Update cell with the value from another cell
I need to be able to update the values in one cell when another cell has been updated/changed. I do not see an option when selecting "Change cell value in" to be able to have this point to another cell. I have tried putting {{cell reference}} in the dialog box but that just returns the text {{cell reference}} and not the…
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Critical path
So, I see that Smartsheet calculates the critical path in the Gantt chart. Hence, there is internal capability in the tool. Is there a possibility to create a Critical Path report based on the Smartsheet calculation? Rather than someone flagging the critical path activities.
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Why the dropdown menu is not searching for the first characther anymore?
Since a few days ago, the smartsheet started working differently. I used to write in a cell with dropdown menu the number "5" for example, and would show me the option "5 - built" straight away as first option. Now if I do the same, the first option that appears is "0.5 - waiting", this is really annoying because after…
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Row level Automation tracking
There should be a column option (like created by) that displays what automation last was applied to that row. You could see a history of what automations ran by using the cell history. This would require the use of automation ID's since the name/title of the automation could change. Automation ID's are assigned today, but…
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Automation to Only Include Attachments and Comments
Currently an Update Automation and a Request for Approval Automation cannot only include the Attachments and Comments. It must also include another column. It would be nice to have an automation that only includes Attachments and Comments. This would allow someone to review the attachments and provide comments when there…