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Automate Attachment Delivery
I need to automate the delivery of an attachment (using the document generator feature) to a contact list once a row is marked done. The contact I need to send to is not a Smartsheet registered user. Is there a way to send the attachment without using the sheet link?
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Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee
I have following questions related to workflow automation Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function? Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?
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Conditional Dropdowns functionality, not available yet?
Hello everyone, I’ve been working extensively with Smartsheet and noticed a significant limitation that has been discussed for years but still hasn’t been addressed: conditional dropdowns. Here’s the scenario I’m struggling with: In Column A, the user selects an option (e.g., "Option 1"). Based on that selection, the…
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Manage Automations Screen Updates
Hi there, I'm trying to troubleshoot some workflow automations and because I have so many, it would be really helpful and make me so much more efficient if I could search through my automations by title. Right now, being able to filter by 'Active' or 'Inactive', is not useful at all. Sorting by name is only slightly…
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
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Notifications when added
Hi, I have this automation: The weird thing is, the Subject of the email we get is: Changes to SHEETNAME: + PRIMARY COLUMN entry. But, it's not a change, but a new entry. I know I can create a custom message, but it just seems weird to me that the standard message is like this. Is it incorrect? Do I have a setting…
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Automation email view
Hello all, I have created this automation which works like: When documents are attached (I am using Document Builder to generate couple of documents) > send a message along with the attachments to the contact emails in the column Sponsor Department Contact Email. And now here is how the automated message looks in an email…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
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I have a Move automation it disappeared from first sheet but didn't appear on new one
I had an automation that I created that had previously functioned. Basically the user check a box in a column and once the check box is selected the row is deletes in the original sheet and should appear in the new sheet. I'm a little concerned because I used the move command and it disappeared from original sheet and just…
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Automation/Move Rolls by Specific Collumns
I would like to request an enhancement to the "Move Rolls" automation feature in Smartsheet. Specifically, I would like the ability to select specific columns to move to another sheet, rather than being limited to moving all columns as the feature currently functions
