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How to Completely Remove PII in order to comply with GDPR?
Hi, I have a use case that is leading to some larger questions about how Smartsheet manages PII. In this application, we offer users a form to enter their information (name, address, email etc.) into a secure sheet for our limited use. This is all relatively easy, clean (and secure). However, it gets tricky to comply with…
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Merge Multiple PDF Attachments
Hello, Is it possible to set up an automation that will combine multiple PDF attachments into a single PDF? For context, I have a sheet where we collect requests and the supporting documents for each request are attached at the row level. When I send these for final approval, I want to be able to combine all of the…
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Can you create an automation to automatically enter links in one sheet to a template?
Currently, we have a sheet created from a form that we add hyperlinks to from a template we create to reflect the project health, status, and then manually hyperlink the template to this sheet. We would love to run an automation that will automatically create a template and automatically enter these hyperlinks to the sheet…
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Transform rows in columns
It would be very useful to have a function or automation that allows to copy (based on a selection criterion), the values in the rows of a column and transpose them on a single row of another sheet, on a corresponding number of columns. Example: In a source sheet I have a column with an identifier code; I want to copy all…
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Creating an approval form from a submitted user request form
Hi, I have successfully created a form that allows a new user to provide their information, their requested access level, and their supervisor's name. When the new user submits the form, I want another form to be triggered and sent to the supervisor for their approval for the new user. Thus, the form would include the new…
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Automation Failing
I have a move rows automation that will not run, even if I push it at the single line level. I have a sort of multi level baby database I work with it's built of 5 total sheets with the fifth sheet being a rotating retirement sheet. sheet 1 is where new data is pasted in, once new data is added it's moved to sheet 2 sheet…
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Recurring Task Tracker
Good afternoon, I set up a recurring task tracker for use by different groups within my department but am having trouble setting up the recurrence for automation. I would like the automation to begin the 25th day of each month (irrelevant what day of week) and repeat for the next 21 calendar days. As I go through the…
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Merged: copy/share automations and filters
This discussion has been merged.
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Merged: Share set of automations between existing projects
This discussion has been merged.
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Can I copy an automation flow between projects?
I have a set of automations setup in a Project1 that I want to apply to another project2. How do I do that if both projects are already in progress and I can no longer use a template Project1 and Project2 is already created?
