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Add Automation Manual Run Feature to Smartsheets.gov
This simple feature should be available to all plans. This feature is sometimes needed when automation fails to run.
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How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that…
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How to send alerts with link to the sheet WITHOUT sharing changes?
I have a smartsheet that includes automation to alert users when the sheet is updated. We want for emails this triggers to include a link to the sheet, as most users won't work primarily from smartsheet, but we cannot allow users to see the email address of the user who made the change for security reasons, and therefor…
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Repeated Task
Hello all you wonderful SmartSheet users I am trying to find a way to represent a repeated task and the associated information (Start /finish Dates, Status, % complete) from the first time this task is completed. i.e. I have a drawing and its associated sub tasks. This drawing is a sub-task in a later drawing. As such, I…
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Ability to copy all content pertaining to a row to another Smartsheet including comments
Need the ability to copy all content pertaining to a row to another Smartsheet. Use Case - Project manager wants to track project data on a Smartsheet. The tracking is done in the terms of: Week 1 discuss training, technical deliverable, discuss networking, etc. Current State: PM marks the technical deliverable as "In…
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Teams Automation
Hello Community, I am trying to work a TEAMS automation for notifications in TEAMS channels. However when getting to the part to select the public teams group is it not giving me all of my public teams in TEAMS to choose from. Is this a SMARTSHEET issue or an internal IT issue? Thank you!
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Automation to find exact word match in a text field
I'm exploring a way to precisely match the word "HE" within a text field used for comments. When the exact word "HE" appears in the text, I want to populate another field named "Gender" with the value "Male." However, I'm encountering a challenge where the search for "HE" also matches it within other words like "SHEET" or…
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Change drop-down option in one cell based on data entered in a different cell
I am looking for a way to automatically select a drop-down option in one cell based on the data entered into a different cell. Monthly we track target goals against actual goals. The target goals stay the same throughout the year, however the actual goals are updated monthly. Based on the actual goals, monthy we determine…
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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
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Workflows - Streamlining Multiple Change Paths
I recently learned that I could have multiple change paths, and I was thrilled, no longer duplicating and changing for each criteria! But I am stuck on this one. Below is one of many workflows. The user will enter the Workstream (Train and Resources), and then the PM field will assign a person. I want multiple conditions…