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Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
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Add Column Description to Update Request
Include the column description when an update request goes out to provide some context to the column if it has a generic name.
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Feature Request: API - Ability to Enable+Disable Automations
FEATURE: Add the ability to enable and disable all sheet automations via the Smartsheet API. THE REASON THIS SHOULD BE IMPLEMENTED: When a workspace or sheet is duplicated the automations all remain active. So if "Save as New" is used as a backup method, time-based automations will also duplicate. As a result, if there are…
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Using INDEX/MATCH for a Master Sheet
Hi all, One way we use Smartsheet is to record real-time data that is then stored and referenced. I work at an aquarium so, for example, we will take daily measurements across multiple systems for things like temperature, salinity, pH, and on and on. The same parameters are tracked for all of our systems, but the thing is,…
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Workflow Automation Modification History
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Live Link in Request and Update Automation
I have created a Request and update automation. In the customized message I include a field/column that includes a url using {{column name}}. When testing the automation, the url is a live link in the email message (this is great). The message ask the user to review/complete the linked release form (i.e., the embedded url)…
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Blocks for vacations
We use Dynamic View to report and schedule jobs for us (we don't use Resource Management). We don't use the calendar view as it would have too many assignments. I want to be able to put vacation times/blocks in so that my Ops manager will see the block as he schedules work weeks out.
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AUTOMATED SORTING
When writing an Automation, can I sort the contents of the sheet as part of the automation? I know this was NOT available for a long time, but I have read and heard that it is now available (Chat GPT thinks it is an available option), but I do not see Sort as an Action… Am I hearing rumors that aren't true? Or am I just…