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Why is SmartSheet contacting everyone in the contacts column even when they don't meet the criteria?
I've been working on setting up a workflow sheet for volunteers in a graduation ceremony. My columns are "job, first/last name, date/time, email, phone number." The "Email" is a contact column and the picture shows how I have set up the workflow. Why is the sheet sending the message to every contact in the email column…
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Inclusion of options missing in the Move/Copy workflows
Hi When we select a sheet row and move/copy it to another one, we're presented with the "Include Attachments" and "Include Comments" options. On the other hand, moving/copying rows through automation workflows does not provide these options; and this is what I'd request Smartsheet team to include in the workflows as well!…
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Can I use automation from a report instead of a sheet?
I have about 30 different smart sheet files that each have a couple tasks assign to my team. I created a report that pulls the tasks from each sheet and lists them out. I would like to create an automation from the report file that sends out the tasks as the due dates approach. There is no automation feature in the top…
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Row Link - Can it be extracted or used in an Alert or Form?
My users are getting a little lost when they are sent to a sheet via an Alert or Update Request. It would help if there was a way to point them to the correct row. I know you can get to the specific row via selecting the row, right clicking and selecting "Properties", then looking under Row Link, and the URL/hyperlink…
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I need to match order numbers between 2 sheets and add checkmark for complete
I have an API that brings in new orders to a sheet called "new orders" I also have the API that brings in orders as they are shipped in a sheet called "orders shipped" I want to be able to find all the order numbers in "new orders" that match the order number in "orders shipped" so I can check complete on my "new orders"…
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Notifications for Only the Requester
I'm working on a compensation request form that follows these steps: An HR Business Partner completes the Compensation Request Smartsheet Form that then triggers an alert to our Compensation Manager. Our Compensation Manager will insert the requested information. The HR Business Partner will be alerted when the…
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SmartSheet API call via Alteryx
Hello, I have recently built an Alteryx model to extract data from various smartsheets that I have access to. While the model does what it needs to do, the API call seems to work only on a random selection smartsheet IDs. As a first step, I am extracting the details of the smartsheets that I am given access to (just the…
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PMO Efficiency - Workspaces and Automated Backups
When managing a PMO. is it considered a best practice to establish an individual workspace for each project? If this is advisable, is there a method for setting up an automated recurring backup for all projects without having to do them individually?
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How do I auto populate subtasks dependent on a main ''Task Title'' selected from a drop down list?
Afternoon, Basically I have a smartsheet to track marketing tasks and subtasks. I have some tasks, where when selected I'd like a list of subtasks to auto populate on seperate rows underneath the main task (and indent as well if possible) I've tried using the INDEX (COLLECT) function where when a specific task is selected…
