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Automate a report for user inactivity
Hi, I was wondering if there was a way to automate a report that could be emailed for all users who haven't logged into Smartsheets in an "x" amount of time. So for example, a report would run monthly and email me all users who last logged in over 3 months. Any information is greatly appreciated.
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Button for Automation Triggers
One deficiency Smartsheet has that could be solved is that out of the box application user experience. I think one way this could be solved is to have buttons that could be added to the sheet similar to excel macro buttons. Instead of a macro the button would fire an automation. I think perhaps a commands window could be…
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Can I set up an update or approval request using only cells that contain data?
I currently have a sheet that captures many fields of data, but not all of the fields are filled out every time and the same ones are not always consistently filled out. Is there a way to send an update and/or approval request where it includes only fields that contain data? Currently, the email received and…
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Form Automation- Request an Update
Hello- I have an access request form that needs to flow through two levels of approval. 1st level is the employee's supervisor, and they next is the director. The form keeps getting stuck if the supervisor denies requests an update. the update form will send to the employee to update and submit. Once they resubmit the form…
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Vlookup
what is the best way to look up between smartsheets and keep the data fresh =VLOOKUP([Equipment ID]@row, {Equipment Tracker H5 RM 8.8.24}, 1, false) Equipment ID]@row = equipment id this sheet {Equipment Tracker H5 RM 8.8.24} = large data block in another sheet this works but will not refresh if data changes help
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Sheet Automation with 3 conditions only respecting 1
Hi Everyone - I'm trying to copy rows from one sheet to another with 3 conditions. The first is when the "CF Primary" checkbox column is checked. The second and third are if a project end date is greater than 12/31/23, OR if the project end date column is blank. The rows that are getting copied over are only those that…
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certain cells remain locked until specific data is entered in another cell
I would like the ability to lock not an entire column or row, but just a single cell, and then unlock it when data is added to another cell. The solution could be implemented as a workflow.
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Automated messages send rows filled with dark color
Hello, I am having an issue with automated messages. The issue is the rows I selected to send are coming in via email with the background filled in a very dark color. It is very hard to read and will likely be ignored by users. It is happening when using several automations. However, here is an example of the most recent.
