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Schedule a Form to Send
It would be nice to set a form to send on a schedule at the form level instead of an automation on a sheet- then we could trigger the form to resend if it wasn't submitted within a certain time frame (say 3 days).
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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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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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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Add Explicit Automation Order Execution
The ability to explicitly create an order of execution for automations rather than relying on the last modified date would be beneficial to Smartsheet Designers. My suggestion is to add a dependency dropdown box as part of the trigger box. The dependency dropdown box would self-populate with the names of automations…
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Distributing Savings Across Months Based on Term Date and Fiscal Year
Hello My Super Intelligent Smartsheet Community! I have attempted to solve my problem by breaking it up into pieces and I'm stuck. I think I've been trying to solve this for too long and my creative juices are fried. I have Service Providers we have contracts with. Each contract has a Contract Start and End Date and our…
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Alert Someone Automation Error
Hi all, I have the following alert automation triggering off a date column, however since I added the "otherwise" it always sends two notification emails at the same time as if both conditions are being met. I played around and even when all dates in the column are in the next 7 days, to meet this first condition, it is…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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INVALID COLUMN error in "Alert Someone" Automation
Our team uses template project folders to easily create each projects schedule and trackers. We use the "Save as New" functionality attaching all reports to the newly created folders. Recently, after saving as new we are getting this "Unable to Run" notification for the automated notifications within our schedule. When…