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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Is there a better way to get the results I am looking for?
Good afternoon, all! I have been tasked with creating an in-depth catalogue of SKUs for my company. Currently, I have a set up that works but is going to be very manual with change management. I have one sheet that is my data dump. It has all of the information located in one spot. I am then going to need to pull this…
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Is there an audit trail, activity log, or report that logs automated workflow activities?
I'm looking for a log or report that notates when automated workflow activities occur. For example, I created an automated workflow to send notification emails when certain conditions are triggered in our sheet. I don't necessarily need a read receipt, but was hoping to find where SS might log "message sent". I looked at…
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Why would an automation for movement not carry over a cell value?
Hi everyone, I’m running into an issue with one of my sheets and was hoping to see if anyone else has experienced this. Here’s the setup: I have a sheet where, when I check a box, the row moves to a “Completed” sheet. In my Total column, I use a formula that sums a group of cells tied together via a parent/child…
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Approval Workflows for Reports
I have hundreds of sheets that manage deliverables. To exclude metadata and manage monthly invoicing, I've created a report to manage invoice requests and show critical info. I am currently emailing a row as my request to invoice, but this gets tedious and hard to know if I have sent a request via email or not. I'd like to…
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DocuSign integration suddenly not working with contacts that display the name instead of email.
I've had a DocuSign integration working for a while now. Today, I go to use it and it doesn't work because it sees invalided characters. Upon researching, I have discovered that if the contact field displays the person's email instead of their name the integration works. So it's like DocuSign used to be able to use the…
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Customize Email body fonts to bold Using Unicode
Sharing my idea and on what i did since Smartsheet automation has no customizations or formatting i tried and search other work around . Fonts are bold and also inserted symbols using Unicode you may refer on the screenshot below hope it will help on the users that want to have a customization on their automation email .…
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Multiple Entries of The Same Name Into A Single Row
Good morning, I am newer to Smartsheet so forgive my lack of knowlede. I have created an attendance tracker form to track employee call offs from for our supervisors. Is there a way for example if John Doe calls off 3 days but each day is a separate submission due to different supervisor working, if each of John Doe's call…
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Generating document : text not translated in pdf
Hello I’m facing an issue when generating a PDF document from a Smartsheet. The data flows correctly from the sheet to the PDF, but the text is not translated properly, resulting in garbled characters. Example: Value in Smartsheet cell: "TEST" Output in PDF field: "íÉëí" The PDF field is set up as a text field, and it’s…
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Why i am getting one combined email when adding multiple entries in a form
Hi Friends Hope you are doing good and staying safe! I am using Automation>Trigger>Alert someone feature to get email notification when user submits the form. I want to get individual email for each entry, however if user submits the form multiple times with different data, i am getting one combined email instead of…