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Dynamic View Automate Update Request
How do I automate a dynamic view to send requests for updates? Trying to use/send the dynamic view only, not automate update requests from the within the parent sheet.
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I need to pull certain data from a sheet to another with specific criteria such as (completion 0%)
I am trying to write a formula that allow me to pull certain data from another sheet with completion % 0 and with specific type/name. I need help with the formula
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Retrieving Form URL via API
I have an automation that makes a copy of a folder and moves it into another folder using Make.com. Within the new folder is a sheet with a form, and I simply want to generate a QR code for this form using the form's URL returned by the Smartsheet API. I have come to learn that, since 2018, this functionality has been…
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Separate Automations from Safe Sharing
At this time, Safe Sharing also restricts automation emails to only the emails added to the safe list. https://help.smartsheet.com/articles/855284-security-controls-enterprise-only Wishing we could separate this: We have use cases where we do not want to share a sheet with a 3rd party, but we still need to send them…
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Organisational-Level Dashboard Placement in Multi-Tier Control Center Setup
Good afternoon, I am currently configuring Smartsheet for the organisation and have implemented a multi-tier Blueprint solution within Control Center. At a high level, the configuration includes two Blueprints: One Blueprint to provision Business Units (BUs), and A second Blueprint to provision Business Unit Projects.…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Make sheet data available to external 'viewers' but limited to only their data
Good morning Smartsheet community. I have been using Smartsheet in my job as the office manager for a small business. I'm self taught and have managed to get some workflow and automations working through trial and error. However, I am stumped on the next project that I'm trying to figure out how to best handle inside…
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When using the Workflow for deletions
When using the workflow "Alert someone when a row is deleted," it would be nice if we could have some of the information from that row in the message. For instance, I have an alert setup for deletions, however, it isn't able to capture the Request Title or ID number, because those fields are deleted when a row is deleted.…
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How to Phrase a Question for the AI or Write the Formula for Myself for Grouping Data
Hello, I would like to see if anyone can help me parse entries across different columns. What I have in my SS is a list of registration numbers in Column A and departmental associations in Column B. I would like to count how many different registration numbers appear in Column A and then group them by their departments in…
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Docusign license required??
Hi. I'm trying to create an automated workflow that when the trigger is met, a generated document (via the Mapping I've already created) would be attached to the appropriate row. I've tried multiple times and it doesn't seem to be working. So I researched in the Help Center and found in this article…