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Assessing .csv from MS Teams
Hello I am trying to leverage MS Teams as a OneDrive sharepoint file location for DataUploader to use for scheduled uploads. DataUploader recognizes the file location and tries to grab the specified .csv file. The .csv is useable - I can manually attach the exact file to a sheet and DataUploader executes. This is the error…
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Email import via Zapier
Hi I am auto-forwarding certain emails from Outlook to a Smartsheet list via Zapier. Everything comes across fine but certain data fields seem limited in space. The body of the email doesn't fully transfer. It seems there is a character limit to either the Zapier forward or to Smartsheet. How can I get the complete email…
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Snapshots and Logic Driven Archiving
Hey all! We are just about done and ready to parallel pilot our Request Management through Operationalization to Close solution and was wondering if there's an easy way (or hard way) to do the following: Use Case 1: Right now my teams' weekly status updates (which is a cross-sheet report between Intake and Metadata) keeps…
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Dropdown list - Update from the dev team ?
Hi everyone, TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used... I'm using Smartsheet more and more to provide simple solutions to my clients regarding their work (finance, managing team, project...). I…
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Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
Here's my current workflow and I know there must be a better way. I have a TEST Smartsheet that matches a LIVE Smartsheet In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the columns and formulas in the LIVE sheet to implement the changes. This is way to time…
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Mail Merge with Form
Hi all, I was searching on the Smartsheet community, but i could not find the best solution for my issue. Basically, in my company, everytime that a production finishes, i receive via e-mail the test results for the specific product. With those results, later on, i must issue a document to the customer with those same…
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Automatically copy specific fields from new rows in one sheet to another
Hi Folks, We have an intake sheet / form and a separate project sheet. Goal is to automatically copy specific fields from new rows in the Intake sheet (source) to a different Project sheet (destination) each time a new row is entered by users. When a new row is entered, we want to copy (as a new row) specific fields from…
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Formula Question
Hello community, I cannot figure out why this formula is #UNPARSEABLE in Smartsheet when it works perfectly in Excel. The intent is to show the amount of days left before/after "Due Date" [Column5]. EXCEL =IF(E2="","",IF(E2<TODAY(),-DATEDIF(E2,TODAY(),"d"),DATEDIF(TODAY(),E2,"d"))) SMARTSHEET…
