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Data Shuttle Not Adding Net New Entries
Hello! I have set up Data Shuttle with the intention that the PM on the project can attach the daily issue log she receives from our IT department and her sheet would be automatically updated. She document she receives from IT is an .xlsx spreadsheet. I noticed that with each new attachment, the existing data would be…
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Generate recurring exports to Microsoft Excel
Is there a way that I could setup an automated workflow where every month SmartSheet will export to Microsoft Excel? I know you can set up a recurring email with attachment (pdf or excel), but I need the MS excel to dump into a folder so another app could pick up that file to ETL it.
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Adding Condition to IF Statement
Hello! I have a smartsheet setup that is collecting data for an asset library. Part of the data is to assign ID numbers when specific values are met. I have 3 columns, I have a stock ID column that is populated manually with tock IDs. Then I have an internal ID column that is auto-populated via smartsheet when the stock ID…
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Autogenerate report every day without duplicates
I'd like to generate a report that updates every day with the tasks due in the next 7 days. Then, once that task is completed, it comes off the report. I've figure out how to get it off the report; just having an issue with the first part. I created an automation in the project plan to copy rows at a certain time every day…
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All cross sheet references randomly removed from sheet
Hey all, I have a weird issue. I have a sheet we use for our install calendar and randomly all the cross sheet references will be removed. This has only happened one time in November and again this Wednesday. I spoke with support and they said it might have to do with the automations but I'm not sure why the automations…
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Dynamic View Comment Emails
We use Dynamic View for our sales force and customer service reps. They each have their own respective view that is connected back to the main sheet. Our design department uses the main sheet to process incoming requests via a form. We have run into an issue with links in automated emails using the…
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Desktop App
We have different automations set to trigger email notifications and I was wondering if there's a way for the link in the email to open in the Desktop App. Right now, when I click on the link on the SS generated email, it opens up in a browser instead of the desktop app. Any idea if this is possible? Thanks!
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Automated form
Is there a way for a particular cell in a preexisting row to get updated via a form or similar? IE a row already exists. A date is entered into column A which causes a form to go out to the contact in Column B and this form contains columns C, D, and E which contains drop down menus and star-rating columns that the form…
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Allow form user to include commentary on approval workflow/automation
Hi all, I'm creating an intake system for site related issues and want to allow the person assigned to the ticket to request approval of resolution before closing the issue. Ideally, the assigned owner would put a status of "Resolved - pending approval" that will trigger an automation to run an approval workflow. I need…
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Automations and Cell Linking
Hello, I've read in a few past threads that automations will not work with Cell Linking. For example, I have a column that uses VLOOKUP to pull a Status from another sheet that is imported via Data Shuttle on a daily basis. I wanted to have the rows moved to my completed sheet anytime the Status changes to Closed. It would…
