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Can't test or trigger automation workflows in Smartsheet Gov?
I discovered after our migration to smartsheet Gov that the test and trigger function for workflows is not present. This seems like a really silly feature to leave out - it makes building complex tools within smartsheet really difficult. I think this is almost a requirement to make workflowa functional or usable,…
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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…
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How are you using Smartsheet's API with the Claude connector integration?
I'm curious to see how others are utilizing Claude Coworks, automations and reviews or otherwise with their Smartsheet in order to work more efficiently alongside the capabilities Smartsheet already houses. I know the answer possibilities are never-ending, so I'm really excited to hear what magic you've all been able to…
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Sending mails out of office through automation not working
Hi, I am trying to send mails to my vendors through my smartsheet. I have an automation workflow for this. When the value in column "Send Mail" is set to yes, it shall send a mail to people who are added in Supplier Contacts 1 column which is a contact list type. I get a notification saying "Not all recipients will receive…
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Building a formula based on a check box
Good afternoon. I am trying to solve a problem with our projects (we do not have resource management). for projects that are escalated we have a check box that our managers then see with a report due to the check box. Once the project is back on track, the check box is unchecked and the project goes back to the PM. I want…
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Status Change within a Cell Formula where it moves it to the next stage if true
Below is what I need in a formula string to generate these items from a dropdown list within the cell. Cancel WT = Yes, Status = Cancelled If Demand Planning/AMT Input Complete (AMT) = True, Status = Finance to Add Cost If Finance Input Complete (Finance) = True, Status = IC to Set Up TO IF TO# (Inventory Control) is not…
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Automation Change Cell Value not working, but working when Test run
I have a Checkbox (Flag) which should change the Value in a Drop Down List to specific Value, which is with formula then referring to shorter Offset days according to a supporting sheet. When I do a Test run of the Automation it works, but when I manually check the Box, its not changing the Cell Value. INDEX(COLLECT…
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Automation won’t stamp “Last Changed” date when Status is formula + linked cells
Hello! I’m trying to timestamp when the value changes in a Status column I've created, but the Status column is formula-driven and its inputs are linked cells / cross-sheet references from multiple source sheets. In my Master sheet, the Status column is a formula. The fields that drive that formula are not manually edited…
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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…