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Notifications work for all but one person
I have a simple automation setup that if someone is added to a specific column that triggers the notification to run to send an automated email saying the person was assigned something and should check the sheet. Everyone except a single person is receiving these emails. I have checked the person's smartsheet account and…
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Data mesh: Merging between sheets
I have 3 sheets: 2 of them have their own forms to collect data, and 1 master sheet. The 2 individual sheets have questions which are similar to each other and questions which are completely different (they are 2 forms of questionnaires). The master sheet is used to merge the answers of the similar questions and all other…
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Function to prevent the same task from being performed twice
When uploading a document to a row, the user is able to choose new document or new version of existing document. The system somehow recognizes the previous document that has already been uploaded to a row. Can Smartsheet create an enhancement by using the same logic to recognize a previously executed workflow, automation…
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Smartsheet Automation for Request to update and Request for Approval
Hi, Can anyone experiencing not receiving any notification for Request to update and Request for Approval I am not receiving any even though the workflow, trigger condition is correct
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How to include Gantt chart view in automated email?
Hello! I am building maintenance tracking Smartsheet tool for my organization. I have been able to set up and automate my sheet with all other tracking I'd like (date, duration, impacted area, etc.), but I have not been able to determine how to automate including a Gantt view in my automated email communications.
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Form Submission / Vlookup Integration
Is there a mechanism to achieve either of the following scenarios: Individual populates form and choose a serial # from a drop down list. Can the fields on the form then use vlookup to auto populate the equipment's location from a master grid sheet on the form prior to submission? OR Individual populates form and choose a…
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#BLOCKED / Auto-Save Issue in Project Billing Forecast Report
We are still facing a critical #BLOCKED / Invalid Value issue in our Project Billing Forecast Report. 📌 Current behavior: In the underlying Sheets, formulas (e.g., Total Billed This Period, To Date Billed) initially show #BLOCKED/Invalid Value, then refresh to correct numbers. However, the Sheet does not auto-save this…
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Why Isn't Assign Someone Automation Automatically Triggering
I have created a sheet to log all of the Change Orders coming into our PMO. The data in most of the columns are referencing a sheet that uses APIs to pull information from our client-facing system, but I had to create a separate sheet that is essentially a copy to support automations and some additional columns without…
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Editable email Subject header from Smartsheet Notification
Hi There, I would like to propose that Smartsheet considers the email subject header that is received from a Smartsheet notification from a form or sheet. Currently, because not everyone in my company has Smartsheet, let alone a Smartsheet log-in, we need to send show the name of the owner of the sheet, that appears on the…
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Determine Column for Comments When Using Approvals
When we choose Request an Approval in a workflow, the only place the approver can comment is in the Comments section, but it would be nice to have it go to a specific column of our choosing.