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Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…
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How to use a smartsheet to update the form dropdown values in another smartsheet?
I have a smartsheet that contains employee names and employee IDs. I would like to use the employee names stored in this sheet to update a form dropdown list of employee names on a separate smartsheet that tracks employee activity. I was going to use data shuttle, however there is not an upload data from a smartsheet…
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Trying to change a cell value when a date is reached
I'm trying to change an invoice status to "Overdue" when the date is > 20 days later than the date in the Invoice Date column. I can't seem to find the automation conditions!
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Downloadable Automation List with Selective Upload
Sometimes, after setting up a sheet, I realize I need automation from another one. It would be helpful to download a list of automations from that sheet and upload only the ones I need, instead of importing everything
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How to trigger email alerts based on a single due date across multiple rows?
I'm trying to figure out a more efficient way to handle due date notifications for Smartsheets automation. Here's my situation: I have a template sheet that will be reused multiple times, each instance needing different due dates. When the due date triggers, it emails every recipient on the smartsheet. While I could set…
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Is there an audit trail, activity log, or report that logs automated workflow activities?
I'm looking for a log or report that notates when automated workflow activities occur. For example, I created an automated workflow to send notification emails when certain conditions are triggered in our sheet. I don't necessarily need a read receipt, but was hoping to find where SS might log "message sent". I looked at…
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Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…
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I'd like to generate a weekly report from smartsheet.
I use Smartsheet as a trouble ticket tracking tool and need to generate a weekly emailed open ticket status report that list selected fields from open tickets in the report. What is the best way to do that? I understand Smartsheet has a mechanism to do that.
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NEW! Copy folder automation enhancements
Hey Community! This release resolves an issue that occurred when copying workspaces or folders where the sheets contained within have Move or Copy row automation configured. Previously, the target sheets for these actions would not correctly update to the new destination. Now they will. Environments availability:…
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Why does my automation not include the attachment
Hi I have an automation rule set up that if it has been approved, It needs to alret someone. I have selected the attachment, but when it sends it there is no attachment? Thanking you in advance. Warmest Regards Dickson