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automate a download of a sheet
Dear Community: Please be gentle...I am new to the community. Our application uses forms to have people add row to various sheets. On one of the sheets we need to upload to one of 1000 systems as people continue to add to the sheets. I thought I could create a rule or action that would allow me to automatically download…
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Adding Matching Barcodes/SKU's from a transfer sheet onto a master Inventory sheet
Hello all, I'm new to smartsheets and working on setting up a barcode based inventory management system for the warehouse I run. I feel like I have the transfer sheet up and running just need to get all of that information to condense onto my sheet. Would someone be able to point me in the right direction or find what I'm…
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Integrate with Microsoft Access
Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
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Mass file transfer from One Drive folders to Smartsheet Attachments
Hello, I'm wondering if this is possible through the One Drive connector, any automation tool, or API. I have roughly ~1,000 folders in OneDrive, and the folders are named by client ID. Each client has 1 row in a smartsheet tracker, and the primary column is the client ID. The goal is to have all of the attachments in each…
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Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…
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Ability to amend 'sent from' email address to personal email for "Email Shared Users"
Regular update notifications are being sent to the Shared Users of a very busy Smartsheet. As such, our client has requested any emails that require immediate attention (not just standard updates) be sent from a personal email account, not Smartsheet. Is there a way to export the Shared Users email information so it can be…
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Is there a way to migrate external references?
Is there a way to migrate external references from one sheet to another from the 'Sheet Reference Manager' (Right Click Cell -- Manage References... -- Cross Sheet References)? Or would it be a manual task to create references again. Thank you.
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Is it possible to automate export of specific cells on a triggered event?
When our "Completed" column is checkmarked, we wish to export that row and its children rows to an external file such as .csv, Excel, or Google Sheets. If possible, we would also like to export the attachments for those rows as well as reformat this data. Is this kind of automation possible? Built-in, 3rd party…
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Merge data from Smartsheet in Microsoft Word Document
Hello, I have been able to merge data from a smartsheet into a Google Doc Template using the smartsheet merge add-on. Works great. But, is it also possible to do the same thing but then in a Microsoft Word Document ? I have been asked that question by Microsoft users. Thank you for your help, Rudy
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Can a smartsheet form autopopulate a PDF? Or can you push every row to a recreation of the form (in
Hi, We are using forms to gather group ideas for creative projects. After, we would like to take each form submission or row and populate to a formatted PDF that can be presented to the managers for approval. Is there a way to push a form submission to populate a PDF? Or link cells in smartsheet to a PDF? Or any other…
