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Can I set up automation to copy a row to another sheet and duplicate there based on specific criteria?
We're using Smartsheet to track the number of vacancies and the subsequent recruitment process to fill them. Most of these vacancies are multiple openings for the same job role and we have how many openings on the sheet (e.g. 3x HR Coordinators). Currently, we're using a sheet to set-up the vacancy (settle on job…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Smartsheet Automation Problem
Here is a very simple automation which says that if a row is added or changed, and the value of Status is blank or 'On Hold', then change it to 'Backlog'. Now i add two rows, first has status blank, and second has status 'On Hold'. The automation changes the value of second row and not the first. Anyone has an idea why? Is…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Workflow condition
Hi All, We have a workflow that requires approval from HOD followed by approval from CRO. In the normal situation the HOD is different from the CRO and each individual receives the approval notification email. However, in some cases the HOD is the same as the CRO. So he is getting 2 email notifications for approval. We…
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Hide the title bar from emails
For the automated emails, I need this section hidden or smaller. Most of the time, I have to scroll down to even look at one sentence of actual data.
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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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Automatic email replies going to personal inbox
Good morning, Smartsheet community! I work at a community college and recently began utilizing the Smartsheet automations to send email reminders to our specialty program students. In the email body, we provide an email they should contact with any questions they have. However, I have had some students reply to the…