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Any easier way to find/remove inactive users from 'Automations' / recurring 'Send as attachment' ?
Minus opening each sheet, report or dashboard a deactivated user was "shared to", is there a more efficient way to find (and remove, ideally) their email from any 'Automations' and/or recurring 'Send as attachment' rules? Thanks!
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Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…
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How do I assign a contact list cell based on the value of a contact in another contact list row cell
I have a sheet that serves as a reservation system. It's based around a contact list row called "Resource". I have a 2nd contact list cell called "Who's Up Next". I want an automated workflow either based on time /date or triggered that will set "Resource" to "Who's up Next" and then clear "Who's Up Next" Right now seems…
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Setting Automated Alerts based on last modified date column
Hello team, I am looking to set up an automated alert based on the last modified date column within my sheet. The purpose being an alert sent out to my team on entries that have not been updated within the last 3 days. I have not found a way to do this and after searching the forums I also have not found an answer for…
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Why do attachments not work with Alerts?
I created an automated alert and selected the advanced columns to include the attachment but the recipient doesn't get the attachment. It works if I use an update request but I'm not really asking them to update anything. Should Attachments work with Alerts?
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Any recommendations for third party form builders with advanced date field functionality?
I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like…
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Auto Assigning Values In Smartsheet
Hi All! I'm back with another project for work. This time I am trying to auto assign values to a column. Essentially we have tasks as rows, and one of the columns in the row is percent completed. I would like for the value of percent completed to auto-fill to 0 Whenever a new task is made, and leave it up to the employee…
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Can you Index-Match referencing multiple sheets?
Hi! I am a newbie to Smartsheet and jumping in head first. I am trying to use Index-Match to bring in information to a master sheet, but I need the function to look at multiple reference sheets. Master Sheet Highlighted in pink are the columns I am referring to. I would like the User to manually input a number into the…
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Cell referencing in a IF(CONTAINS(OR())) statement
Hello everyone , I am trying to use the @cell operator in my sheet , but I am cross referencing sheets and getting an invalid operator I am wondering if I am using incorrect syntax within my function , or braking the rules of the language . If someone could help me correct the formula that would be great !…
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New Template Sets for these Workflow Categories! Let me know your thoughts!
Hey everyone! As a Product Marketing Manager here at Smartsheet I am always thinking about how we can produce content that helps you work more efficiently. Especially now, we are producing new Template Sets that will help you and your organization work remotely more efficiently. Let me know your thoughts, but we are…
