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Data Shuttle Data And Automation
Hello, I’m running into an issue where Automations aren’t running in a workspace I created. The workspace is in Table View and uses a Data Shuttle to bring in information from a Google Sheet containing form submission data. The first three columns of the workspace are not linked to any Data Shuttle data, while the…
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Reminder Date Column
I want to take a smart sheet and have a reminder date column. East task that I have I want it to calculate off the duration to give me a reminder to do the task. Ex: Send pricing → Nov 1 of the year before the class Send brochure → 6 months before class date Check website for class → 90 days before class date Check in for…
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Send Update Request to update an attachment
Is it possible to set up a workflow that automatically sends a monthly update request to a contact, prompting them to update a document and reattach it — and have the system replace the existing attachment with the new one? Currently, I send an update request with an attachment. The recipients download the file, make their…
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Can @mention Notifications in Dynamic View Link to the View Instead of the Sheet?
Hi all, I’m using Smartsheet Dynamic View to manage access for users who aren’t shared to the underlying sheet. When I @mention someone in a comment within Dynamic View , they receive a notification — but the link in that notification takes them to the sheet, not the Dynamic View. This creates confusion, especially for…
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Best way to create a file in sharepoint when a new row is created?
I am currently trying to figure out the best way for one of our clients to link smartsheet and sharepoint so that when a new row is created it will create a file folder in sharepoint. I have tried the zapier route and looking in to power automate, I wasnt sure if there was another solution out there. Ideally I would like…
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Change Cell Workflow across sheets
I know that some of this can be achieved with linking and some manipulative formula but I think it would be great (at least for me ;-)) if there was the ability to change the content of a cell on one sheet from an automation on another. My scenario: I use a date/time based automation to copy pertinent cells from one of my…
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AI integration of Smartsheets
Hi all new here to the community, I had a question around brining AI into our Smartsheet platform, managing portfolio of over 1400 projects. Anyone suggest a good place to start?
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Referencing another sheet to have automated assigning of files
I have attempted, several times, to follow the exact formula provided on AI so that I can assign new rows to random users. The AI formula showed: =IFERROR(INDEX({Team Sheet Names}, MATCH(MOD([Row ID]@row , MAX({Team Sheet Order})) + 1, {Team Sheet Order}, 0))) Following the directions and making the sheet reference, I…
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Integration between Smartsheet, Zapier, and ChatGPT (Agent Mode)
I’m exploring ways to automate vendor data validation using Smartsheet integrated with AI tools. Is there any built-in AI or agent mode within Smartsheet that can handle data validation and automation directly? Or do I need to rely on external integrations such as Zapier or ChatGPT 5 (agent mode) to achieve this…
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Automation for entire workspace?
Is there a way to setup one automation that is used on all sheets within a workspace? I would like to be able to edit one automation instead of editing the same automation on 30 separate sheets that are in the same workspace. The sheets have the same columns. When the completed checkbox is checked, the approval automation…