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Request an Update weekly automation only worked once and I can't figure out why
I have an automated workflow set up to run weekly and request an update when the project is in certain statuses. The automation only ran once and now it's not working even though I have it set up to run weekly. I need help troubleshooting why this isn't working.
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How do I share a report document to an external client without having to give full access to the doc
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
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Issues Opening the Sheets
I'm receiving this message every time I try to open my sheets. I'm the only admin user. I have already performed proper troubleshooting, such as clearing the cache, logging in incognito, and logging out and back in, but the issue remains unresolved. It's been a few days, and I'm unable to track our projects and this…
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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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JOIN-COLLECT and Contact
Hello, I am trying to use JOIN-COLLECT to populate a cell with a contact by pulling from another sheet. However, when I use this formula it populates the cell with the name of the contact as a text string, but does not populate the cell with the contact itself. Both the column of cells being populated and the column the…
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Merged: Allow comments to locked rows or allow for locked calls vs rows
This discussion has been merged.
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Adding attachments to a generated document.
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?
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How to set up the Open request link to open in a new tab?
A coworker asked me to investigate why, when she clicks Open request in a Smartsheet email notification, it doesn’t open in a new tab. When I click the same link, it opens in a new tab without issue. I’m using Microsoft Edge, and she’s using Google Chrome.
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Option to Toggle off Admins Receiving Access Request Notifications
With the new update rolled out last month, all sheet/workspace Admins now receive access request notifications instead of just the Owner. This is causing major headaches for the large corporation I work for. We have thousands of users and many do need Admin permissions to perform their tasks in workspaces. However, they do…
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Dynamic View Predetermined Fields
I have a form that is completed by 16 different entities for 57 unique roles, filling a master sheet. I want to utilize the Dynamic View function, but also have prefilled fields and use a MATCH function from the master sheet to the dynamic view to match the input to the unique roles. The purpose is that there are a finite…