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Organisational-Level Dashboard Placement in Multi-Tier Control Center Setup
Good afternoon, I am currently configuring Smartsheet for the organisation and have implemented a multi-tier Blueprint solution within Control Center. At a high level, the configuration includes two Blueprints: One Blueprint to provision Business Units (BUs), and A second Blueprint to provision Business Unit Projects.…
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How can I dynamically redirect a form submitter to different URLs based on their form input
Hi Community — I’m hoping someone has solved a use case similar to mine. I’m trying to use a single Smartsheet form to route different audiences to different external URLs immediately after submission. Here’s the exact workflow I’m trying to enable: Advisor (customer) lands on our product page Clicks a single CTA → opens a…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Function() or @argument for "currently logged in user" for use in Sheet formulas
I would like there to be a function() or @argument (e.g., User() or @user, perhaps?) that I could use in Sheet formulas that would evaluate to the "currently logged in user". This would enable more flexible Filters in Sheets that could be supported by Helper columns for evaluating logic against multiple multi-select Person…
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Make sheet data available to external 'viewers' but limited to only their data
Good morning Smartsheet community. I have been using Smartsheet in my job as the office manager for a small business. I'm self taught and have managed to get some workflow and automations working through trial and error. However, I am stumped on the next project that I'm trying to figure out how to best handle inside…
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automation emails being sent as a single email instead of multiple.
We have a sheet we use for Development Projects, sometimes people submit support tickets there that we want to be able to easily forward to our ticketing system, Service Now. I have an automation setup to trigger on a checkbox being checked that sends an email to our ticketing system, which creates a ticket. The trouble…
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Audit Log of Automated Messages / Notifications
We're looking to implement automated notifications via smartsheet to a list of our business partners. Our compliance team would like to be able to keep a log of the recipients to which these notifications are sent, which to my understanding is not available currently.
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Automated notifications summary
Hi, Is there a way to generate a summary of all of the automated notifications that are sent from a sheet? Some users are receiving the automated reminders and others are not as we are testing. I'd like to find a way to verify that they are being sent as intended. Essentially, ensuring that the training due and overdue…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…