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Can form submitters update their form information w/o being shared to the sheet?
We have external sponsors submit information via a form. At the time of submission, they do not always have all the information needed. We need a way to send them reminders with their partially completed form and have them complete missing information without sharing the entire sheet with them. Is this even possible?
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Automation Help Please - Change Cell
Hello smartsheet community! I am basic familiarity with automations. I've created dozens, but they have all been fairly simple. Right now I am working on some automations for our project management templates, specifically our project plans to automatically when a task is delayed. I have created 3 separate automations…
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Data Shuttle to Power BI
I am working on a project for a client, where they want to have dashboards built out for data analytic purposes that update automatically. The client already invested money into data shuttle, so data is automatically going to pull from the different data sources. Given that Smartsheet dashboards have limited analytics…
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Use AI to create WBS numbering
So much time, effort and $ has no doubt been invested in installing AI into Smartsheet yet the most fundamental issue of WBS numbering still has not been addressed. How about using your own (or someone else's) AI module to generate the process to automatically insert and update the WBS numbering for all Smartsheets? Then…
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work order billing and Inventory Module intergration
Hi, My name is Jeffrey Beal, and I am the Procurement and Warehouse Manager, overseeing direct reports including transactors, a Procurement Analyst, a Storekeeper, and a warehouse worker. My team and I currently track and manage our purchase requests in Smartsheet, alongside two other different systems, to support our…
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E-mail address format - update to allow e-mail addresses to start with a +
We have an update request embedded in a workflow but cannot send these to all our external partners due to the format of their e-mail address. Emails that start with a "+" such as +ABC-123-Country@domain.com are not supported due to the leading + Please extend the functionality to support this e-mail address format - will…
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autopopulate the percentage complete based purely on the time passed
My goal is to have the percentage update automatically each day. If the task has a duration of 45 days and we are 3 days in, I need it to show the percentage complete. It would cap at 100% once it has reached the end date
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Automation Daily Trigger
I have an automation set up to email certain team members if values change on a sheet. The trigger is set to Daily so that it doesn't send them a bunch of emails every time I add data. What I want to know is, at what time do these usually run? I want to make sure that it is not sending out the email before I have finished…
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Viewing Data After Automation
I have a form attached to an "intake" sheet. That sheet receives the data, then pushes it to one of two other sheets depending on the response in certain fields. The intake sheet, according to this workflow, should always be empty. We had a row push to the appropriate sheet but some fields were missing. I'm trying to see…
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Is there any automation workflow which saves the sheet after the trigger
I have a sheet where it have some formulas which works on present date. Because of using today function in the formulas, the formulas are not getting updated until I open the sheet and click save.