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Formatting of Automated email text
I use a lot of automations that send customised email to contacts. These often contain instructions and multiple paragraphs of text. I find the 5 line box very restricting and hard to navigate and view my text to make sure it is accurate. I would also love to be able to have some formatting, such as bullet points, bold,…
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Make REST API Calls with an Automation
It would be beneficial to be able to leverage Smartsheet Automations to make REST API calls. This has many potential use cases, but one I could see is adding users to Smartsheet groups when the are added to a 'roster sheet' in Smartsheet. It would allow us to use the full power of Smartsheet's API within easy to use…
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How can I hard code a cell based on a trigger?
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
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Has anyone used remote staffing (like CrewBloom) to support Smartsheet workflows?
Has anyone here used remote staffing support (like CrewBloom) to help manage Smartsheet projects more efficiently?
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Using Automations for Filtering a Daily Refreshed Sheet from External Doc
I am trying to filter a large sheet that will need to be updated Daily or Weekly from a company-wide Excel Sheet. I have already uploaded a copy on a regular basis that changes when rows are added but need Smartsheet to filter the data using several criteria from different columns so that I don't need to do it manually…
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Visual layout of Automation builder screen
I'm a visual person and I frequently find myself taking pause while trying to add on to automations that have multiple decision points due to the way the builder lays out the decision points. It slows me down and makes me second guess if I have placed the decision point in the correct location. The decision point is…
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Return blank when count total is zero
Can you give me a variation of this formula that delivers a blank if total counted is 0? I want to use it in forward months so I don't have to update the metrics sheet monthly, if possible. Thanks, Lisa I tried the IFERROR and IF(COUNTIFS( I could find but most deliver Incorrect Argument. =COUNTIFS({4Q2025 FPG thru Oct…
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Automation to add links in a column in origin sheet from destination sheet.
Hi, I set up an automation to copy a row from someone's intake sheet when they assigned it to my team into my intake sheet. We did this so we didn't miss any of the metadata they are capturing. Can I set up an automation that copies a column that has "DAM Link(s)" from my intake sheet back into the original intake sheet…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…