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Attachments in Alerts
Can anyone come up with a workaround for this situation: I have a submittal log for a construction project. I attach and log submittals in Smartsheet as they come in from the general contractor, and Smartsheet alerts the applicable designer that they need to review the submittal. Once they have done so and attached their…
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Optimise Power automate for extract smartsheet
Hi, i would like to know how we could optimize the extract provess on power automat ? Today i'm using a power automate with HTTP connector and make a full extract of many smartsheet on O365 excel. It takes actually more than 5 hours to extract 35 smartsheet projects... I'm looking to improve that but i don't know how.…
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Auto add checklists to cards and make automations based on them
I have a Trello board that we are currently using to manage property title agency work. Each card is property and gets automatically assigned a predefined checklist based on the cards custom fields. So if a card is set to a specific state (custom dropdown), a checklist will be assigned to that card. Once that checklist is…
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Automation - Alert Someone - Not generating email
I'm working to set up a ticketing system and I want to have two automated emails. The first is to acknowledge the request, which is set to trigger when the support person changes the status to "not started" or "in progress". This automation works perfectly (1st set of screen shots). The second automation should trigger…
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Outside Users and Notifications
We changed our sheet permission to be unrestricted and updated our notifications to be sent to anyone. We did two tests, one to my personal email (included in our domain) and one to my assistant's personal email (not included in our domain). I was able to receive the email however my assistant did not. Is there a way for…
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IF and OR nested functions for setting Due Dates based on Project Size
Hi folks, I've been Googling around to try and find some information regarding my challenge. Basically I need to set up this formula to assign a Projected Due date based firstly on the Date of Submission (Date Column) +5 days for a small project or +10 days for a Large project. I have columns filled through for entry for…
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Print table into template
I'm looking for a way where I can export a table from Smartsheet into a pre-set titleblock. If there's a way where I can print directly from Smartsheet and have the titleblock set up so it prints with the table, instead of just the logo and title that it's currently offered in the printing window.
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Automation - Change Linked Sheet
Hi All Is it possible to change the linked sheet in the email that is received through the automation workflow? Here is my challenge // Automation - IF Status Change from GREEN to RED THEN notify individual and COPY ROW(s) to task sheet Notification Email - Hi [Name] the following items have changed status, please review…
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Automation - Sheet Update based on Criteria
Hello again Like a typical N00B I'm having wonderful ideas with almost no knowledge of the product (go easy, I'm just rolling into my 5th hour in 2 days of using it) I wanted to know if anyone has any experience or thoughts on how best to approach this scenario as I've found some challenges with my current workflow…
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Approval Workflow - Don't Show Previous Comments
I am configuring an approval workflow where the approval request is being sent to a client contact. As part of the approval process I would like to give the client the ability to upload attachments and add a comment if desired. Since there could be existing attachments/comments that I would not want the client to see I do…
