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Data Shuttle Data And Automation
Hello, I’m running into an issue where Automations aren’t running in a workspace I created. The workspace is in Table View and uses a Data Shuttle to bring in information from a Google Sheet containing form submission data. The first three columns of the workspace are not linked to any Data Shuttle data, while the…
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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A unique number based of off criteria
Good morning all. I have a challenge for everyone. I need a unique number based on the previous rows unique number that can then be influenced again by another criteria. The "Number" MUST always increase. The "Identifier" column is the column in question. I have tried multiple was to populate this but I either get a…
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Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
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Quoting tool
I am trying to create a quoting tool for our fencing company. I need to add # of products + pricing and have a data field on the quoting form that calculates the total. Example: 50 Ft of fence at $10 = $500. Can i get that to calculate on the form? Trying to create a final quoting page to give customer. how do i do that?
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Bridge Workflows - Not able to add elements or states to workflow after adding Conditional Junction
Hi Community, I am building a workflow to automatically add 6 child rows to a parent row (which is entered by the user via forms). I am adding a conditional junction to check if the row is added by the bridge workflow or not. However, when I add that condition I am not able to add elements to the success state or fail…
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Workflow Error: "Recipients: Edit workflow to fix recipients list"
I am trying to create a workflow and for some reason it gives me an error with the email I entered as the recipient for my Alert. It is an email that I know works, it is shared to the sheet, and the access to the sheet is unrestricted. I am perplexed at what the issue is. Anyone else get this and know what the issue is?
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?