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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…
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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Automation: To use multiple condition paths to automate multiple Columns
1. I have created an automation workflow with multiple condition paths. 2. Each condition path is to identify the certain key words in the respective contact a columns mentioned in it. 3. As an action replace the contact containing the key words by 'Action: assign a Contact'
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Use generic name for Smartsheet automated notifications that can be easily updated
When I have changes in a number of Smartsheets due to personnel changes (terminations, new hires, promotions) I have to go through a large number of sheets to change the destination address for the notifications. For example, Kathy might be my accounts receivable person. When she changes roles, I need to change the…
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Unable to input external data to SmartSheet through API
Hi community members, I'm working on a project to fetch our students' quiz score data from Blackboard, an education platform, and send it to Smartsheet using the API. I've successfully retrieved the data from Blackboard and prepared it for transfer to Smartsheet, ensuring the data is correct and the column IDs match those…
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workflow automation - copy row without including attachments
Does anyone know if there is a way I can adjust my automated workflow so attachment are not included when copied to the next sheet? Currently my workflow is set so when a status is changed it copies to 2 other sheets for the next applicable departments, however they do not need (and in some cases maybe shouldn't have) the…
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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
