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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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HTTP Request for Automations
Developers could gain a lot more access if you allowed for HTTP requests within automations.
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I am trying to find a value in a table based on 2 criteria.
I am trying to find a value in a table based on 2 criteria. One of the values is dynamic from a drop down menu, while the other is static value in a column. The first value is found in column "Building type" and the other is found in Resource type. The table I am referencing is also shown. The result would be shown in the…
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Notifications work for all but one person
I have a simple automation setup that if someone is added to a specific column that triggers the notification to run to send an automated email saying the person was assigned something and should check the sheet. Everyone except a single person is receiving these emails. I have checked the person's smartsheet account and…
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How to export / import PDF document mappings
Hello. Is there a built-in mechanism by which I can export PDF document mappings from a sheet, and import into another sheet? (without using the API) As it stands, if I clone a workspace folder, the automations are copied to the destination, but PDF document mappings are not. Thank you, -tom
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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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Enable File Handling in Bridge
Make it possible for Bridge to hand files as variables and results from actions. The example being a SharePoint API call returns a file that will then exist in the reference data of that complete action. This file/reference could then be used in future actions such as another API. My scenario required the use of the…
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Merged: Required fields for update requests
This discussion has been merged.
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#BLOCKED / Auto-Save Issue in Project Billing Forecast Report
We are still facing a critical #BLOCKED / Invalid Value issue in our Project Billing Forecast Report. 📌 Current behavior: In the underlying Sheets, formulas (e.g., Total Billed This Period, To Date Billed) initially show #BLOCKED/Invalid Value, then refresh to correct numbers. However, the Sheet does not auto-save this…
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Report not pulling from one of the selected pages
I have created a report for my boss called the "latest comment report". It pulls the latest comments within the last two weeks from all my active project sheets. It is working great for the most part, however the report is not pulling the latest comments from one of our project sheets. All active project sheets have a…