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Update request not working
We are experiencing a significant issue with our Smartsheet used for audits. Currently, only three managers have direct access, while the remaining 26 team members submit their insights through an automated update request workflow. Recently, team members have encountered a persistent message stating, "Smartsheet has been…
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AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows
Dear All, We recently hosted our live webinar: “AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows” – and we had a great turnout with nearly 300 Smartsheet users joining us. The feedback has been overwhelmingly positive – especially on the live demos, which showed how much time and effort this…
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Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
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How to not copy child rows using sheet to sheet workflows
I have a sheet with a helper column and conditions set in place to have a row copy to a different sheet however, when the automation runs, it still copies any child rows to the sheet. My workflow is currently setup as: Trigger: When Meeting Topic is checked Conditions: RAID Type is not blank Copy row to new sheet then…
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Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
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Record date and person who last attached a file to a sheet
I love data shuttle - and have built so many of them into my systems, both automated data shuttles and integrating data on attachment. We are a team of 2 people managing a common database, we have divided our tasks up into weekly and monthly tasks. We swap who is responsible for these tasks on a monthly basis to shake…
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Automation Not Triggering On its Own When Trigger Criteria Met
Hi - I am using Smartsheet to manage our cutover plan for a software deployment. I have 2 columns that populate a Yes/No value automatically based on a formula calculation. Those columns are called 'Trigger Date' and 'Trigger Time Comparison'. The 'Trigger Time Comparison' is always the last column to flip to Yes, so I set…
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Record a date automation not working?
I have a task list, and I want to use automation to supply the date the checkbox gets checked. Here is my workflow: Am I misunderstanding this workflow? Do I need another condition in there somewhere? Absolutely nothing happens in this sheet when I check the boxes. Thanks!
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Wasn't there 1 email sent for multiple approval requests?
Hello! I have an annual process where I trigger an approval workflow to approve/decline the way controls are written. Previously there had been one email that was generated for all of the approvals assigned to the same person as long as they were triggered at the same time. I just tested the process and sure enough that…
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Date Added when my Primary Auto Populates?
Hello! I am trying to find a way to use an automation or something of the sort for when a specific cell is no longer blank. Context: Primary Column is linked to a hidden auto-numbering column The "Date Added" Column was working for a while but every now and then the sheet will add about 5+ empty but numbered rows at the…