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PTO/Absence tracker - how to deal with recurring events
I am creating a PTO/Absence tracker for our service technicians team. I have 2 separate input forms. - one to record/request PTO filled out by the service technicians themselves - another for Supervisors to book a service technician to a client site for a dedicated amount of time, - i.e., every MON for the next 3 weeks -…
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Automation - Move a row to a Sheet using where the Sheet Name is a row Column formula.
In the setup of an Automation to move a sheet row to a sheet name that actually a row cell value. Want the automation to allow the 'Move to:' value to come from a cell located on the row being moved. This would allow this sheet-to-sheet automation to happen without a manual entry and enhance the automation abilities ten…
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Bridge Workflows - Not able to add elements or states to workflow after adding Conditional Junction
Hi Community, I am building a workflow to automatically add 6 child rows to a parent row (which is entered by the user via forms). I am adding a conditional junction to check if the row is added by the bridge workflow or not. However, when I add that condition I am not able to add elements to the success state or fail…
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MS Power Automate Get Last Row of Data
The desired flow is: Smartsheet form is completed which includes three key pieces of info: Name, Email, Waiver This creates a new row in a Smartsheet A Power Automate flow is triggered where it checks specifically the Waiver (which is a dropdown either needed or not needed). If needed, the flow continues. I built an…
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Approval WorkFlow Email showing in comments cell
I have a approval workflow for my team so anyone on my team can approval or decline a request. However in the comment section it is automatically capturing the email the approval is being sent to in the comments. How do you disable this?
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Databricks ODBC Ingestion
Hello! Is there an existing way to pipe data directly into Databricks from Smartsheet workspaces? We understand the capabilities of the API and python SDK, but are curious about other out of the box offerings with enterprise systems.
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How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
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User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.