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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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Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Public links to sheets in automated emails?
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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User Types for Update Requests/Forms
Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Prevent row change automations triggering when new rows are added
Currently any form with column formulas will trigger row change automations every time a new row is added. This results in both the new row automation AND row change automation sending every time a new row is added. Both the column formulas and different messages for new vs changed rows are necessary so just using row…
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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…