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Smartsheet Update Requests with Automation
I set up and automation to send an update request and sends to a Contact field. Works perfect except that is doesn't bundle the requests by the Email in the Contact field (sends each request as separate emails). I think this is acting as designed but wanted to ask the community if anyone has been successful bundling…
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Automations Creating an Infinite Loop
I have a task list that I am trying to automate the status changing based on due date. I have one workflow that sets the row to 'do later' when the date is within 24 days and not within 7 days and a second workflow that sets the row to 'do now' when the date is within 7 days. The first workflow keeps becoming invalid…
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Document Email for Updates
Is there a way to send a document out for updates that allows the user to update the word document directly? I tried using proofs and it only allows for annotation. I attempted to send via email, but that only works for downloading a copy of the document. I want the individual to be able to update the data directly in the…
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Collecting Duration a Row is on a Status
Hello, I am working on a sheet where we have several statuses that can go in just about any order. We have a suggested flow, but it's more to help the user read through and make sure they didn't miss anything. I've listed the statuses below for reference. For example, the user could go from 1 to 2 to 3 to 4c to 14 to 16.…
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I Need to set up email automation,
I need to setup email notification for 'Assigned To' contact list with respect to Caldue date coloumn. Every time I try the emails gets sent in to all the contacts in assigned to. Help me out ASAP
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Issues with "Record a Date" Automation
Hi all, Any idea why this automation isn't recording a date? We have a formula that's designed to return a value of "Reorder" whenever the inventory for that products dips below a certain threshold. The formula is working, but it's not being recognized as a trigger with the attached automation. Any advice would be much…
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I need to run an external report from our ATS software & merge it to smartsheets with automations
I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly &…
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Is there a way to grab attachments from a new line in smartsheet and merge it with the print file
Hi, I have been trying to work on a system that will automatically take attachments from a new line in smartsheet and be able to merge it into 1 pdf file with the print pdf of the smartsheet line. I have tried using power automate to computerize this process, but there is no option for me to grab attachments. I have…
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Automating Monthly Generation of Multiple Reports
Hello Smartsheeters! I have 14 reports that pull data from a master sheet that we need to report to an Important Entity each month. I'm hoping I can get out of the routine I have now, which is to save the batch of the prior month's reports as new and manually update the date parameters and the title for all 14 reports. For…
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Automating Task Assignments based on Custom Fields - Emmanuel Katto
Hello All, I am Emmanuel Katto from Uganda. I'm trying to automate task assignments in Smartsheet based on custom fields, but I'm running into some issues. I have a custom field called 'Project Type' with values 'Marketing', 'Sales', and 'Development'. I want to assign tasks to specific users based on the value of this…
