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Trigger approval request based on submitter info
My org's travel request form goes through two approvals, first the submitter's direct supervisor approves, then the COO approves. I know I can have the form submitter choose their supervisor from a list of approvers on the form to trigger the first approval request that way. Is there a way to omit that step from the form…
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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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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Include Column Origin in Properties
This request stems from my copying and moving rows from sheet to sheet. It would be very helpful for me to click on a column and see where the column originated from (Sheet name). If it was copied/moved and carried over from a different sheet, or if it was created within the current sheet. I'm running into very frustrating…
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Automation that alternates assigned contacts each time a row is created
I'm trying to figure out how to create an automation or formula where it will automatically assign from two or more contacts when a new row is created. It would also need to alternate or go to the next contact in a list. For example, I have an "Assigned to" column and in that column would be 2 names (A and B) and when a…
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can you set up weekly reminders for a date that has gone in the past (off a cell in the sheet)
Im looking to set up a reminder automation that will send out reminders on a weekly basis if tasks are not completed by a certain date. In my sheet there are numerous dates and they are pulled in from formula (dynamic) meaning that i need to pull it off a specific column / cell in the sheet. although the automations allow…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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Removing the "Comments" tab from exported Excel reports
Hello, everyone! I have an automated Report that exports as an Excel file attachment to a team leader every week. He uses this report to upload info into a different system (not project management, a totally different thing). Each report comes with the report on one worksheet tab and a second worksheet tab called…
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Merged: Lock Specific Cells
This discussion has been merged.
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Data Shuttle - Notifications if Unique ID is Missing?
Hi all! I'm setting up a data shuttle to automatically update our records when we receive inventory reports from a third party vendor who manages our warehouse. The trouble is, we've noticed that some of our items have fallen off their reports, and we need to keep an eye on this week over week. I'm trying to see if there…
