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Automation Trigger for 'no attachment found'
I have a form that is supposed to have an attachment when submitted. Users are filling it out without an attachment. I would like to trigger an email when a form is submitted without an attachment. Right now, the only option i can find for an attachment under trigger, is when there IS an attachment included. I also tried…
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Auto Generation of Crossreferenced tables
Topic: New Sheet Row Generation with selected data from a source Sheet with data linked. FYI: I posed this @ Product Ideas too. If you are used to ERP linked data tables you may have explerienced the need to get similar benefit in Smartsheet. We are in the need to generate a new row in a "destination sheet" triggered from…
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Established Automations Suddenly Failing
Thank you for taking time to read my question! We have been using Smartsheet for over a year. We have several automations (triggers) that are well-established and that have not been edited. These automations trigger rows to be copied to other sheets, which are a very important part of our workflow. Lately, and often, the…
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Ticketing System, email ticket information.
I've designed a multi-product ticketing system for my organization. External contractors will use a form to submit a change request or a defect report on a product. The ticket enters our system with a custom Ticket ID and the system routes it to the appropriate sheet based on the product. From there, the ticket will move…
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Generate PDF and email
Hi, I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed. I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email. Is it possible?…
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Have You Developed a Quick Way to Find Columns Referenced in Automations?
I have a need to quickly go to an automation and modify it based upon some incorrect event happening in the sheet. My thought was to create a matrix, in a separate sheet, with automation names vertically in a column and then the column names horizontally in row 1 with an "X" in any column where that column name appears in…
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Export comments in a separate workbook tab with Data Shuttle
Hi All, I'm using Data Shuttle to offload a Smartsheet for further refinement and analysis. When I normally export the Smartsheet into an Excel File, it includes the comments on the rows as a separate workbook tab, but when offloading the Smartsheet into a file via an automated process, the comments are lost. It would be…
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Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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How to enhance the automation
Currently, when Tagging Scope, Asset owner get filled, then automation email triggered. However, I want to enhance the automation to add one more condition only when the information under one IFP Work Order(First Column) all get filled, then send email to specific person. Under current setting is, for example, first…
