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Approval links that can be embedded in other applications
I know a unique link is created with each approval request (example in image below). It would be nice if this link could be made available for reuse outside the approval email and it would enhance the cross-platform functionality for Smartsheet based solutions. When links are created, they could be added as a new row in a…
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Can attachments be included in the body of the email?
Has anyone had any luck or figured out a work around to include attachments in the body/message of the email? I have received feedback from recipients of the emails that it would be more efficient to be able to download the attachment directly from the email, rather than open an update request, open the file, save the…
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Copying row from one sheet to another
Hello, I am trying to copy a row from someone else's intake sheet into one of my intake sheet using a templated automation. However, when I try to add the automation to the other user's sheet I can't find my sheet. Do both Intake sheets need to be in the same workspace for this type of automation to work?
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What happened to Default View?
Hello, I'm no longer seeing the default view option in my sheets. For example, we have a shared PMO Calendar that was previously set to "Calendar View." When I accessed it recently, I noticed that the default filter option is no longer available. Has this functionality been removed? We recently moved to Enterprise, but I'm…
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"Save as new" with more than 100 items
Is there any way around the 100 item limit when using" save-as-new". I built a large reporting and dashboard structure with hundreds of individual reports and aggregate dashboards. The reporting structure is for a state agency that contracts with many partners, so lots of reports and dashboards for each individual partner.…
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Cascading Forms Dropdowns
Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data. Recent usage…
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Flagging rows based on number of occurrences within a range of another date
I have a sheet where I want to count the number of occurrences of the same [PI Name] within a 30-day period [Sx Date]. I only want to count each PI once on any given date. I've given an example below to show how I want the counting done, but the solution can look different from this. Whatever solution I use will have to be…
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Deeper AI Analytics
Can you make AI smart enough to compare multiple row attachments and create subtasks, summaries and/or compare and contrast information within said attachments? Similar to ClickUp Ai. Would like to be able to compare documents for similarities to uncover gaps for projects or create tasks based off of meeting transcripts…
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Automation to change cell value based on checkbox not working
I've set up an automation to change a cell value to "Complete" when a checkbox is checked. It either changes all cell values (whether the checkbox is checked or not) OR doesn't make any change at all (when checkbox is checked). I've tried a start from scratch automation and a template. Can someone explain what I'm doing…
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Add Comment Section to a form
Hello, Is there a way to add the comments section to a form? Or a formula to move / copy text from a comments column into the comments section? Thanks! Matt L.