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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Auto number column type and copy rows workflow
I have two sheets that utilize the auto number column for tracking two different things. sheet two has all of the data sheet one has, including the ID that is autogenerated on sheet one (manual input into sheet two), but it also has additional columns such as the autogenerated sheet two ID. I wanted to create a workflow…
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Create an automation to set column value on a new row
I'm trying to create my first automation, and although it seems like a dead simple use case, I can't get it to work. I simply want a default value for one of my columns. It's a drop-down column, but it looks like SmartSheet doesn't support setting a default value, and an automation is the recommended approach. So I'd like…
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Merged: Move or Copy Row Automation should allow for Select Field handling
This discussion has been merged.
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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Reduce Lag Time for Automation Triggering
The lag time to trigger Smartsheet Automations is extremely variable and often far too long (usually 1-2 minutes, but Smartsheet claims could take up to 15!). This is a frequent complaint from my users and significantly limits the utility of these features. I frequently need to use a copy or move row automation as the…
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Automation Error Message
I have an automation set up send alerts to specific email address input in a column. My settings are set to unrestricted and 11 of the emails sent successfully. I got an email letting me know 'some recipients aren't receiving alerts…' and that this impacted 17 cases. When I tried running the automation row by row for 6 of…
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Automation Workflow Triggers - Delayed response
I'm not sure if this is normal, but I have a simple automation to update a cell value when another cell value is changed. The trigger is working and the update works, but there is a significant delay in the response time. Over a minute from the time I make the change until the automatic update is performed on the sheet.…
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Room for Automation Notes
Add a notes field that would appear in the automation summary for people to put process notes for others to understand process.
