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Merged: Outlook Add-In
This discussion has been merged.
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send custom form links using automation
Can i generate a custom link to another form with prefilled content from another sheet? When someone completes a form i have an auto number that counts up on every submission. This is our reference number. When someone completes the form to generate the row i want to use that reference number to send an email with a form…
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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Automations Are Not Triggering
I created a new automation on an existing sheet and it is not triggering. To test, I created a new simpler sheet (4 columns) and created an automation using the templates. The only think I changed was the person to notify (adding my email). The simplified test sheet and automation also did not trigger. If I manually…
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How can I set an alert/email to the contact in a cell as well as the triggering user?
I am new to Smartsheet and looking for a way to manipulate the automation templates: I have an automation that once a date is entered an email is sent to the contact in a cell alerting them that the information is ready to be worked on. It has been requested that the person that triggers this action (Enters the Date) be a…
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How can I auto-populate a formula in a column that is referencing values in another sheet?
I have the formula below that is referencing the Planned Date and Exit Shop Date, but when I drag the formula through the column it doesn't update these dates as well? What I want to do is as I drag the formula down a row I also want the Planned Date and Exit Shop Date to move down a row and not remain static Is this…
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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Why doesn't the column filter work in "Get a sheet data (dynamic schema)"? [Power Automate]
Setup: Configure dynamic schema block to extract only one column: Expected Behavior: The Power Automate Block returns an array of my rows with only the selected column values included. Issue: All columns are included, notwithstanding the setting. Here you can see at least 2 columns, but take my word for it that there are…
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Automated Workflows not triggering
I have a sheet that collects responses from a form and when a row is added, a workflow should then be triggered to record the entry date. This would then trigger another workflow to copy the rows to another sheet and nothing… Even though the criteria are met, the workflows are not triggering and IF it does, it takes a long…