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Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…
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Including attachments in message only automations
I have created a message only automation (cannot include the link to the smartsheet) to be sent when a new row is added via a form. The form includes an upload of a document; however, when using a message only format for the automated email I am unable to include the attachments. Any help is appreciated!!
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Adding YTD totals without using Sheet Summary fields
I have a sheet the tracks manufacturing operations. Each year, I need to summarize YTD totals from the sheet. This is resulting in many sheet summary fields each year. As time goes on, I will run out of the limit of 200 fields. Is there a way to automate any of this, either with automation or having information go to…
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Adding date ranges to column headers
Hello Smartsheet Community, I saw something at the conference in November and I'm having a hard time remembering what it was called so that I can figure out how to use it, I think it was a "series". Here's my problem: I have several sheets that I am using to create "block based" schedules, each block is defined by dates,…
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Managing dates
Hi SS Community! I have a feeling this maybe a simple answer, but I have looked on the internet with no resolve: I have "Project Plans" for each one of my projects. I use dependency settings. For dates I have Start Date, Due Date, ESTIMATED NUMBER OF DAYS TO COMPLETE, Estimated Completion Date and Complete Date (Record)…
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Reports: Add Filter Option for "Current Month"
I want the following filter on Reports to have an option that is "equal to current month"
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Extract Data from a replaced file in the Folder
Hello Team, I am currently using Data Mesh, to get the sheet updates from Sheet 1 (Source) to Sheet 2 (Target). Now, I am having a situation, where Sheet 1 (source) needs to be replaced on daily basis. The data mesh is unable to retrieve the replaced file. What is the solution Smartsheet can offer in this case ?
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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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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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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…