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How to export / import PDF document mappings
Hello. Is there a built-in mechanism by which I can export PDF document mappings from a sheet, and import into another sheet? (without using the API) As it stands, if I clone a workspace folder, the automations are copied to the destination, but PDF document mappings are not. Thank you, -tom
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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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Enable File Handling in Bridge
Make it possible for Bridge to hand files as variables and results from actions. The example being a SharePoint API call returns a file that will then exist in the reference data of that complete action. This file/reference could then be used in future actions such as another API. My scenario required the use of the…
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Merged: Required fields for update requests
This discussion has been merged.
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#BLOCKED / Auto-Save Issue in Project Billing Forecast Report
We are still facing a critical #BLOCKED / Invalid Value issue in our Project Billing Forecast Report. 📌 Current behavior: In the underlying Sheets, formulas (e.g., Total Billed This Period, To Date Billed) initially show #BLOCKED/Invalid Value, then refresh to correct numbers. However, the Sheet does not auto-save this…
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Report not pulling from one of the selected pages
I have created a report for my boss called the "latest comment report". It pulls the latest comments within the last two weeks from all my active project sheets. It is working great for the most part, however the report is not pulling the latest comments from one of our project sheets. All active project sheets have a…
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Workflow to trigger comms when number exceeded but not in between.
Hi, trying to work out how I can get a workflow to trigger only when certain milestone numbers are met. For example, I'd like an email comm to be sent once the sum of a column reaches 50, 100, 150, 200 etc. The number will be entered via a form, very basic, so for example 4 entries could be sent via 4 form inputs (15, 11,…
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Smartsheet Automation for Request to update and Request for Approval
Hi, Can anyone experiencing not receiving any notification for Request to update and Request for Approval I am not receiving any even though the workflow, trigger condition is correct
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How to include Gantt chart view in automated email?
Hello! I am building maintenance tracking Smartsheet tool for my organization. I have been able to set up and automate my sheet with all other tracking I'd like (date, duration, impacted area, etc.), but I have not been able to determine how to automate including a Gantt view in my automated email communications.
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Form Submission / Vlookup Integration
Is there a mechanism to achieve either of the following scenarios: Individual populates form and choose a serial # from a drop down list. Can the fields on the form then use vlookup to auto populate the equipment's location from a master grid sheet on the form prior to submission? OR Individual populates form and choose a…