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Repeatedly Invalid Yet Operating Automation
I am having a problem with an automation. Whenever it gets triggered I receive an email notifying that part of it is invalid. I go into the automation, resave it, and it will run just fine. I have tried deleting the workflow and remaking it and have tried deleting it and splitting the steps into separate workflows. Any…
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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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Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
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Automation circling and unsure how
I have automations circling between each other and retriggering. I cannot seem to find how it is taking place. Currently I have approval automations that are separated out in numeric order. Instead of going from one approval to the next, my trigger is a Place in Approval Process Column that changes to the next approval…
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Smartsheet Automation Changing Data
We've recently experienced a single file category for several accounts that was changed when it shouldn't have been. Imagine out of 100 "Live" accounts, 20 of them were randomly changed to "Inactive." When I View the Cell History looking for the culprit, it tells me that it was changed by "Smartsheet Automation" and also…
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🔵 Available for Hire | Senior Smartsheet Consultant & Developer | Full-Time or Contract
Hi Smartsheet Community, I'm Abhijit Mohanty, a Senior Smartsheet Consultant and Developer with 12+ years of experience delivering enterprise-grade solutions for Fortune 500 companies, government agencies, and mid-market clients. I'm currently available for both full-time roles and contract/freelance engagements. What I…
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Approval Request
Good Day Everyone Can the client comment from the approval request on Smartsheet be sent with the mail automation when client has approved or declined the request. Would like to see the client comment with the automation mail and not just in the row? Kind Regards Anthony
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Project Management Workflows in Smartsheet – Looking for Input
Hi Smartsheet Community, I’m looking for some ideas and best practices on how others are managing project tasks and ownership within Smartsheet project plans. Our team is trying to build a cleaner, more standardized process for tracking project work, especially around assigning tasks, managing updates, and keeping project…
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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The intermediary sheet not updating with the source
Hello, I have a destination sheet that is cell linked to a source sheet. The source sheet is constantly being updated (adding information, deleting information) but the destination sheet does not reflect those updates. Is there any work around this issue? Any way that the destination sheet reflects the updates real time? I…