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Safe Sharing Awareness When Configuring Automations
If you have configured Safe Sharing, so that sheets cannot be shared outside of your organization(s), there is an option to prompt/lead users to a custom URL. This could be your own internal company policy or form. We have set up a custom dashboard where we have embedded both the text of our policy and a Smartsheet form to…
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Replacing rows with automation
I have a sheet where I automate importing new rows whenever there is a change in spend. I want it to replace the previous row(s) that was imported with the same placement name so only the most recent one is visible. I'm thinking of some kind of formula that would populate on rows that have the same campaign name as other…
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Can Smartsheet auto save immediately instead of after 1 min of inactivity?
Hi, My company is currently using Smartsheet for Onboarding tracking and workload. There are 10+ people working on the sheet and I wanted to know if there is a more immediate process to have the sheet auto save instead of saving after 1min of inactivity, that way everyone can see what is being worked on in real time?
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Is there a way to troubleshoot automated emails not being sent consistently?
I have a smartsheet for accepting new work orders. I have an automation that emails the submitter know once their work order has been assigned. I am getting complaints from the submitters that they are not always getting the emails. I am not sure how to approach the problem. I cant figure out if the Activity Log records…
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Move specific attachments
Hi, i have a quite complex set up which i now want to added. I have an intake sheet where i collect all kinds of different information. The intake sheets holds projects from 0001 to 9999. I then have a metadata sheet which is linked to the intake sheet so that i can just put in the project number in the metadata sheet so…
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Control Center Automation Ability to Trigger Document Sets Specific to Project Category
We would like the ability for Control Center automation to be configurable to trigger different document sets based on the category selected in the project intake sheet. For instance, if the new project request is Category 1, we would like to trigger a set of reports and sheets specific to Category 1. If the new project…
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Smartsheet Automation Email - Sender
I've set my automations to Send from Smartsheet Automation. Some emails are right and others still show they are from the sheet owner. The emails are from the same automation. Does anyone know why it does not consistently work?
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How to set up automation to specific people.
Hello, I am working on a smartsheet and I ran into a problem. I have it set up currently where there are 5 options (A,B,C,D,E). and right now i have it to where if any of the option are picked person A email will fill in a different row. But now i need it to where if option D and E are picked both person A and now Person B…
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Help With Automation Notifications
Our company uses smartsheet to track our employees' birthdays. We use automation to send an email to remind us about upcoming birthdays four days prior to the birthday, and then the morning of the birthday. The problem is that when the notification is sent four days prior to the birthday it also sends an email everyday…
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Can I submit multiple dates in a form for one event?
I am trying to build a social media content calendar. We have our posting schedule laid out at regular intervals prior to the event. For example, if an event takes place on March 17th then we would have a post going out on March 10th, a reminder going our the 16th, and another post the day of the event. I am using…