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Trigger a workflow based on Sheet Summary Change (Bridge & Sheet Automations)
It would be nice if we were natively able to trigger an automation based on a change in sheet summary. I would like to be able to set this trigger up in Bridge, along with the ability to do this in regular sheet automations as well.
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Can Smartsheet create a new project with the completion of a form?
I couldn't find a good answer amongst the posts already in the community but perhaps I wasn't searching in the right fashion. The way that my team has project intake setup is that once a new form is completed, it feeds the form information in to a sheet which is a pretty standard action. What I'm wanting Smartsheet to do…
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Automation of Update Requests
My team each has a sheet on which they need to ask faculty preferences. I have built out an automation to send the request. When it sends, it sends the request for all the rows, not just select ones. However, testing the automation allows me to select which rows I want to send. How do I build this into the automation?
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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
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How to integrate/sync several sheets into one?
I have a team that is working on several projects. Each team member has a sheet that lists their tasks. How can I link/sync each member's in-progress tasks to show up in a separate sheet? I'd also like to be able to modify and add tasks in the master sheet so that the changes and additions can appear in the assignee's…
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Sending email to create a row in Smartsheet
I am looking for a way in Smartsheet, wherein employees will create an email and send to a specific email address and once sent it will automatically create a row in Smartsheet(not using add in). Is there a set up in the email address that I can do to connect it to Smartsheet sheet just like a ticketing system? Is this…
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Listing "single" new request received at Email Notification
When receiving an email alert for a new request received at an intake sheet, if more than 1 request came into the tracker during a specific time frame (say within 2 minutes of each other), we don't want the email notification to "combine" the information from those tickets into the one email. We want each to include just…
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No editable fields in Automated Workflow email
Hi, i have two workflows created (update requests) and only one of them is showing the fields as editable when the email link is opened.. but both are exactly the same, only asking for different fields to update. One column is a dropdown, the other free text... The selected fields are not locked or containing formulas or…
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Automation at the workspace level (Link sheets to workspace automation)
I would like a way to setup one automation that is used on all sheets within a workspace. All of the sheets in the workspace are the same and are used to track information for different employees. Currently I need to change the approval process to remove one group. That group will now receive a notification only. In order…
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Dashboard PDF
Is it possible to automate sending a PDF version of the dashboard to a group or manually selecting something to send a PDF of the dashboard to a group?