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Automation Limits
Hi, has anyone found a way around sending automations that are over 2,000-character limit? We aren't prepared to purchase the additional add ons, we have this process yearly but it's just a notice to send. Anyone have a way, or do you know if I can attach a file using automation?
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Enhancement Request for Smartsheet Proofing Features
Hello Smartsheet Development Team, We would like to request enhancements to the Smartsheet Proofing features to better facilitate the processing of RFIs and Submittals in the construction industry. Currently, due to limitations and licensing requirements, we have paused using this solution and reverted to manual data entry…
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Equipment inventory log
I am trying to create a workspace with multiple spreadsheets that will transfer rows back and forth from one to the other automatically. I have a sheet for inventory, one when the equipment is assigned to someone, and another to archive any movement. I have a form that they fill out when assigning the equipment out which…
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Month over Month Variance w/ live data help.
Hi SS Community, I am trying to create Month over Month varience report for my project management work flow. I currently have a Smart Sheet and Sales Force integration that updates my data live 2 ways, and that's where my problem begins. Below is a screenshot of Project Status dashboard graph as of 10/28/24 . I'd like to…
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Does sorting not stick?
I have a sheet that is a recipient of a 'Copy Row' automation when criteria on a different sheet is met. In the recipient sheet, we have it sorted in a particular manner but it seems to break all the time and just shuffle the rows around. From what I can tell, it is in no particular order either. We were assuming that the…
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Copy row automation not working
Hi all, I have set up an automation to copy rows that have a specific types: Action, Risk, Issue, Decision. However, the automation also picks up rows with other types (like "Agenda item" as screenshot below) Does anyone have a solution? (Original sheet) (Sheet where the row is copied) (Automation)
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Copy a Row Automation in Control Center
Hello Everyone, I am recently started working on the Control Center. In my blueprint, there is one Automation workflow "Copy Row into Completed Sheet". So the Condition is if the Completed task is checked then the row moved to the Completed sheet. But when I create a new project using the control center then in this…
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When a parent is marked complete how to mark remaining children tasks complete
I have a list that has many parents in the sheet and below that are 4 children tasks. Each have a due date. Not all will need all 4 tasks. How do I have it so when then parent is marked complete it will mark the 4 children tasks complete. This way it will not send notifications if overdue since they will be marked…
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Can I attach a form to a Gantt chart to be sent out automatically when milestone is met?
I want to attach a form to a Gannt Chart, so that when a specific milestone is met, the form will automatically be sent to be filled out. I am using the Gantt chart to track multiple jobs, and I want it to send out checklists at certain times during the job process. I created one of the checklists as a form in another…
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How to Assign People from another Contact Column
I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else. So far I've found that the "Assign People" automation…