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Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…
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Dynamic View Link Access for Non-Smartsheet Users
Hello, If I send a link to my contact list (using an automation workflow) of a dynamic view I created, will the contacts that that currently don't have a Smartsheets license be able to view that link?
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Select a Destination Sheet Error
Hi all, I know this has been asked hundreds of times, but I cannot seem to find an answer on what to do when the Select a Destination window just displays an error message. I have tried everything from restarting my computer and browser, using a different browser and private window, and clearing all cookies. I submitted a…
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Copy Single Cell to Cross reference sheet
We’re using a portfolio management tracker. When a dropdown field in the Regulatory column is set to anything other than “N/A,” I want to automatically copy just the Initiative Name, Regulatory Dropdown, and Owner columns to a different sheet in the same workspace. I do not want to copy all columns—only these specific…
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Update Request sending individual emails instead of one link, even when time based
Hi all, I have an automation that sends me a daily update request for students that have appointments that day, so that I can enter dates and notes. Most days I have 6-8 students. I was (at one point) able to get it to send a mass update request. One link for all the students that had appointments that day. But this…
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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Number of Days from a given date against the current date
I need to get the number of days ( just a number ) from a given date against the current date. I need to know Column 2, to show the number of days to the coloumn 1. Ex: Column 1: ( ETD ) 28/02/26 Column 2: (Number of Days to ETD ) 5 ( if the current date is 23/02/26 )
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
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Add Column Description to Update Request
Include the column description when an update request goes out to provide some context to the column if it has a generic name.