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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Project Attachments Need to be on dashboard via SCC
I am using SCC to auto provision projects. One of the asks is to have project specific documents be in the project specific dashboard, these documents arent made available until after the project provision. Currently since i am the Smartsheet person, i am sent that data and need to do this manually, however I want them to…
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Merged: Line Attachments as Condition in Automations
This discussion has been merged.
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Sharing Report "Current User" Without Sharing Sheet
Is it possible to share a report with multiple people with ‘view’ access rights but ‘current user’ access rights without having to share the sheet? Currently, I have tried sharing with those settings several times, but the report contents are not visible to the users. When I share the relevant sheet, the report contents…
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Smartsheet Admin Analytics & Governance Automation
Over the past few weeks, I’ve been building an internal Admin Governance & Automation Framework for our Smartsheet environment — focused on visibility, auditability, and operational efficiency. Manual tracking simply doesn’t scale. So, I designed and implemented a modular, API-driven crawler framework that programmatically…
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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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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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Copying, changing and moving row information
Have a samples request sheet that is populated by sales via a form. Once the shipment has been completed (triggered by date and tracking number input), the row is moved to an archive file and locked. Sales would like the ability to 'copy' previously archived rows, change dates (as well as automatically change the status,…
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Is it possible to subtract a duration from a date which drives the start date
What I am trying to do is Helper - Duration = Actual start date. So, for example: 14Apr2026 - 22d = Actual start date. Is this possible? Note: I need to keep dependencies turned on.