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Automated Email Option to show only completed fields within a Form
We need to have the option within the Smartsheet Automated emails to only show the fields (from a form) that have been completed in the email. Right now, the email that the customer receives if they request a copy of their responses is exactly what the option within the Smartsheet automation should look like. Right now, we…
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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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Error when trying to attach
I am using an automatic workflow to request a monthly update. In that update they will need to attach documents. When testing the workflow and trying to attach a small document I keep getting the error message: There was an error uploading the file 'xxx'. Please try again later.
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CC'ing yourself when sending email to all shared users of a sheet results in hundreds of emails cc'd to yourself
Like the title says. I wanted to send an email to all shared users of a sheet. I checked the box for 'cc myself' and it cc'd me on each individual email it sent to each user. I received hundreds of emails in seconds all with the same subject.
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Automated copy row to a new grid
When the automation copy row to new grid when the criteria is triggered; can we make a selection for only x amount of column to be copied and not all columns from the original gird?
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Automation to Add Columns to Sheet Each Monday
Is there a way to set up an automatic function to copy a series of columns and paste them into the same sheet every Monday morning? We want to create a simple weekly schedule for our employees without going through the manual process of inserting rows before the previous week's schedule then duplicate the column titles.…
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Automation bug
When we duplicate a sheet via “Save as New…”, some automation are being modified or part of them are being deleted. For example:Original automation not he original sheet. The same automation, but on after saving the sheet with “Save as New…” This is one example of many. You can see that some of the options I selected…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…