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Automated Workflow - Task Complete
I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to…
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Summarize child information in parent row?
Hi - I'm trying to write a formula that would group and summarize information from children rows into a cell in the parent row and I keep running into issues. I have a "Dropdown (Multiselect)" column for "Work type" that has the available values of Web Design, Copy, Video, Animation. Any row can be one or any of those…
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copy_folder doesn't copy automation rules via rest api
currently I run a copy_folder by API then found that the automation rules of the sheet under the folder is not copied. I tried to create that automation rule by rest api, after copying the folder, but found that create_automation_rule is not available. Is there a good way to do this fully via rest?
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Export Smartsheet attachments to OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Automated Email Notification
I have a sheet that will be collecting data through a form. We want an email to go out to a team of people every Sunday morning as a reminder for them to complete the form for that week. It should include a link to the form. I was playing around with notifications and tried doing one to test it out. Unfortunately, I…
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Automation - need a required for meeting reminder
Hi all, I currently have created a form to which PMs submit their project to discuss on a weekly call for authorisation. I want to incorporate a 'Required Members' reminder for the likes of VPs and stakeholders which they then reply to if they can make the cal. I have made a required members tab, with multiple contacts in…
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What is wrong with my automated colour column formula?
I am looking to automate the colour “status” for my rows based on the health of the action - a calculation based on the ‘% Complete’ and the ‘Due Date’. The goal is to demonstrate a contextual health status. For example, even if an action is only 10%, if the due date is still 6+ months away, the action is still Green due…
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Bridge vs. Zapier vs. UiPath vs. ???
I'd love to hear feedback and use cases for anyone using Bridge, UiPath, Zapier, or another external system in tandem with Smartsheet (yes, I know Bridge is a Smartsheet product). I've used Zapier in the past, but only for simple tasks. The company I recently joined is using a lot of Power Automate and Flows and it feels…
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select all fields when using the "Alert someone" workflow
Does anyone know a way to select all fields when using the "Alert someone" workflow? For "Send Rows" or "Update Request," there is an "All" that you can select to select all fields. In the "Alert someone" workflow, I want to select all fields and only deselect the fields I don't need.
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Comment notifiation allows for the reply to go directly to the Comments for that row
We are managing an "issues" list. The issues are being collected using a smartsheet form and its working very well. Both name and email address are being collected in the form. Because issues take many iterations to solve there are lots of back and forth comments. When a user who entered an issue receives a comment back…
