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Automation: Generate a Document (Mapping to Sheet ROWS vs. a Column)???
We would like to map a document (from Generate a Document via Automation) to a Sheet with data in ROWS vs. columns. Is that even possible...seems like we are trying to do something it is not designed to do. So in this example it is Project Name, Number, Description, Type, Region, etc..... Any/all assistance is appreciated,…
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Automation/Workflow from sheet summary fields
We're setting up a training register and as there is no auto-cut-off option for a certain date with Forms (as yet) our work-around is to set up an automation. This will be based on when a certain number of submissions have been reached, that alert will be pinged to the person managing registrations, as a trigger to them to…
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Automate a response field
I would like to automate a due date of 5 weeks from the creation date unless the status is “On Hold”. Then the date should be blank. When the status changes from “On Hold” to "Open" then the date can be recalculated as above. Unclear how this can be done.
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Ability to exclude a single column from an Automation Trigger
We have an automation that triggers when any field is added or changed and sends updates. However, we have a field that calculates the aging of each line item. We would like to exclude this single field from the trigger. Currently, our only option is to select all of the columns you DO want to be included, but not ones to…
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Share Sheet on Bridge
I am trying to share a sheet via the Share Sheet module. I have set it up with a data reference pointing at a sheet id (I have also tried it with just the sheet ID). I've confirmed the data reference as well. The run log is saying success, but it is not in fact sharing the sheet or sending the intended email. If anyone has…
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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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Merged: Compile List of Confirmed Sent Notifications (emails) with date/time/time zone
This discussion has been merged.
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How to Send Automated Email to Address Captured in a Form?
I'm setting up a help desk ticketing tracker. The help desk team takes calls from users and captures information in a Smartsheet form, which populates a sheet. The sheet autogenerates a ticket number. I want to automate an email to the caller's address, which was entered in the form. I was able to do this by setting up an…
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How to save attachments added in Smartsheet in Sharepoint using Power Automate
I want to create a flow in Power Automate to save all the new attachments in a Shared Point Every time that someone Attachs a file, that file is saved in one folder.
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Automatically add people in Contacts column depending on the Country
Hello everyone, My team has a sheet with Submitter, Country, Recommendation columns. Each Recommendation is related to a Country. According to the Country, the Submitter field would have to be automatically filled with the respective people for the specific country. The Recommendations are added through a form. In…