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I Can't Copy/Paste text out of an Automation. Anyone else?
I've discovered an infuriating bug (?) or complication with dealing with automations in smartsheets. I have a variety of automations in a key sheet that have email alerts for certain contacts. in these emails I have a link, specifically to a dynamic view but that is irrelevant, that I am trying to copy out of the body of…
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Is there a way to easily/quickly hyperlink 100's of sheets.
I am running into an issue where it is desired that 100's of sheets in a workspace have an individual hyperlink on a separate sheet. The desire is that in card view, they can click on the hyperlink and go directly to that person's individual sheet. I understand that the desired effect can be obtained by running a report…
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Request Approval Automation working in one direction only
Hi Guys I have an automation running for approvals. Ill add an image for reference. What I'm trying to achieve: We want PERSON A to be able to make a request to PERSON B. B must then approve or decline. Upon B's approval a new Approval Automation is triggered back to A to accept what was issued. We have about 50+ PERSON…
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How to set the automation to trigger when status column in all rows are "Closed"
I am using Smartsheet for inventory stock count, and want to trigger an approval when staus column in all rows are "Closed", and then the approver could approve the whole sheet in just one step. Is there a way to do this?
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How to include a customer satisfaction feedback after a form is submitted?
We have developed a form recently for our Business scenario and we would like to add in a feature. I am not sure if it is existing as of now in Smartsheets. We need to send the user who submitted the form to fill an Satisfaction from scale of 1-5 along with smiles. May I know how can this be done?
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Cell linking based on the cell value from the source sheet
Let's assume for a second that I have a file that is titled "Project Info". I also have a folder called "Projects". Every file in the project folder has the same columns though the project names are different. In Project Info, each filled row will have a unique key that references one of the files in Projects. What I am…
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Changing labels on approval workflow
Hi, I am creating approval workflows and was wondering if I can change the labels on it. The default are 'approved' or 'declined'. Is there a way to change that? For example, I'd like it to say 'approved' or 'feedback provided' instead of declined. Thanks, Natasha
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Form - Copy of Answers
Hello, Is it possible for a form submitter to receive not just their answers, but also a copy of what they filled out? Our form has information in the question descriptions (not just the Q&A fields) that we'd like them to have a copy of. If they can't receive the whole form along with their answers, is it possible to add…
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Automate the copying of rows and deleting previous versions
I'd like to automate the copying of a row into a secondary sheet when a cell is updated. Then delete any older versions, on the secondary sheet. I have already created a system column to create project ID's. I can find previous versions of the copied data, but I'd like to automate it so that when the new information is…
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Automated workflow triggering incorrectly
We have an Alert workflow that should not be sent for certain service lines. We currently us the "Any Value" trigger because we only want these sent when an Account ID is entered to the sheet. However, the conditions set to exclude that notice are still receiving the alert. Is this due to the "Any Value" trigger or is…
