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Employee Schedule
I have a list of 4 employees who visit various sites in the course of a week. My requirements: Each week I want the system to automatically send each employee a form that they populate for each day of the week with fields - date, time start, time finish, site. Example: Employee Name: Abby 6 June 2022 , 09h00, 10h00, Site…
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Is there a way to set up automations based on what "was" in a cell?
As the title states, I'm trying to set up a couple specific automations. I feel like this used to work, but I am running into roadblocks. Is there a way to set up automations that accounts for what "was" in a cell? This option does not seem to be available in conditions. Two examples: How would you set up an automation to…
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Increase Automation Workflow Limit
To increase the number of automations (currently 5) that can be run at one given time/sheet would be awesome. I've been receiving errors from the automations created that are erroring because it reaches the limit of only 5 automations running at one time. Looking forward to hearing back on this idea/request.
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Form timer
Suggestion to have the option to limit the time a form is accessed, from the time the user begins/enters the form. If the form was not submitted prior to the time limit, the form would close and capture answers up to that point. We want to use this feature for interview assessments sent out to candidates. It allows us to…
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Merged: Copying automation from one sheet to various sheets
This discussion has been merged.
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How to Allow People viewing a shared link to change views
Hello, I want people outside of my organization who are viewing a live link of my sheet to be able to view the sheet in calendar or board view. Is this possible? If not, any recommendations on how a sheet can be manipulated to offer a beeter viewing experience than just the default grid view? For people viewing outside the…
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
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Is there a way to Auto Open a Report or Dashboard the moment I log into Smartsheets?
I would like a Report or a Dashboard to automatically open as soon as I sign into Smartsheets. Can this be done? Thanks!
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Populate Notification Message Header with Information from a Form Contact (email/name)
Is there a way in the automation workflow to have the notification header auto-populate the name/email of the person that has submitted a form? I have a form where individuals have to enter their name and email. When we want to go back to our emails and search for the proof of submission notification, it's generic, and…
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Why is a text field only appearing in automation responses as the column title and not row contents?
Hello - newbie to Smartsheet! Have reached a roadblock I hope I can get your help with. I am automating a report sent to a manager after their team member completes a Smartsheet form. The team member is assessing their ability on a scale of 1-4 against various role requirements. Due to form limitations on the number of…