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Merged: Data Shuttle link to "Push" manually from Report to run Data Shuttle from a sheet field or Dashboard Button
This discussion has been merged.
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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Merged: Add Automation Run History Log for Alert, Notification, and Action-Based Workflows
This discussion has been merged.
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Issue with Automation Not Triggering from Data Shuttle + Formula Helper Column
I’m running into an issue with a Smartsheet automation not triggering as expected. I have a Project Status Helper column (checkbox) that is a formula column. The formula checks if Project Status is blank, and if so, it checks the box (intended to flag new projects). New rows are being added via Data Shuttle. I have an…
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Can I set up automation to copy a row to another sheet and duplicate there based on specific criteria?
We're using Smartsheet to track the number of vacancies and the subsequent recruitment process to fill them. Most of these vacancies are multiple openings for the same job role and we have how many openings on the sheet (e.g. 3x HR Coordinators). Currently, we're using a sheet to set-up the vacancy (settle on job…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Smartsheet Automation Problem
Here is a very simple automation which says that if a row is added or changed, and the value of Status is blank or 'On Hold', then change it to 'Backlog'. Now i add two rows, first has status blank, and second has status 'On Hold'. The automation changes the value of second row and not the first. Anyone has an idea why? Is…
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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…