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Scheduling automatic reminders for Proof reviewers
Here is a way to create reminders for Proof reviewers. This solution will: Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request. Send a reminder 5 days after the last reminder, if no one has responded to a Proof review. Reset when a new Proof version is created. Some useful…
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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2 of 2: How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…
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Help with a loop in Bridge
I have a child workflow set up to calculate the length of time a row has been on a sheet and write that time value to a column on that row. This child workflow does work but it is written using a specific sheet ID and row ID. And here is the parent workflow And the error I'm not sure which keys and values I need to enter…
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1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…
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Remove automation recipient from a workflow
We have several automated workflows that need to be cleaned up and I cannot find the name of a previous recipient. Is there a way to find a name other than search each workflow?
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Tableau x Smartsheet Integration
Being able to feed dashboard charts from tableau data/import tableau data into grid sheets/reports.
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Formula to insert date and/or time
Hi All, Whilst I use a 3rd party app for shortcuts when typing, its fully functional in Smartsheet. I am seeking the formula to insert the date in a text field while typing. Example in MS Excel the formula is &[Date] however this doesn't work in Smartsheet. I use Smartsheet via Microsoft Edge.
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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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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…