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Add Attachments while filing a form
I have a Smartsheet form that my team uses for auditing processes. Is there a way to have a "Upload an attachment" option into the form?
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Time based automation not working
Hi, I have set up a time-based automation, but it never triggers. This is what the automation trigger looks like: However, I have found that it never seems to trigger; the automation itself seems OK because if I trigger it manually it works perfectly. Is there a log to indicate what's gone wrong? Any idea of why it might…
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Follow-up email, IF no input is entered within timeframe
Hi everyone, I am currently working on a Smartsheet solution to support a compliance declaration process. The process is straightforward: Prior to every board meeting, a form is sent out to departments where they need to answer a YES/NO question confirming they are/aren't adhering to any applicable compliance regulations…
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Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
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Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…
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Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?
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How can i calculate the % Complete at a sub-parent level based on multiple criteria?
Hello and thanks in advance for any assistance. I have spent a ton of time attempting to solve and am tossing up the flag. I have a sheet that needs minimal column formulas due to the line/cell count potentially hitting the base reference limits. I have an overall % complete being calculated on the sheet itself already.…
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Smartsheet automation
I have created some workflows where a triggering event sends an email to a team to investigate/respond to the inquiry. I've put instructions in the triggering email to not use 'reply all' and that they will need to respond to the requestor listed in the notification email. Is it possible to mark an inquiry as…
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Customized alerts via automated workflows
We have a sheet that we're using as a defect tracker through several UAT phases. This sheet has forms that users can utilize to submit defects that they discover. There's a field in our sheet (DefectID) that automatically populates with the next sequential number as new defects are entered, so that each defect has a unique…
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How can I automate a Dropdown list, so every value added to the column becomes an option?
Hello community, I'm new to Smartsheet and I'm struggling to find out how I can make every value added to my column to become automatically a option in the form dropdown list. Anyone knows how I can do that? Thanks
