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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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Why do all sheets now need to be part of a workspace?
I am trying to set a workflow for an existing sheet, I have Admin permission. Once the rows meet a certain criteria I need them moved, one sheet to another. I created the new sheet, to where the rows need to be moved, which makes me the owner. However, when creating the new sheet, it creates a whole new workspace, like…
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Multiselect Dashboard Widget HELP!
Hello! I am attempting to create a dashboard widget that shows me how much budget we are spending in each segment, and in what category. The source sheet contains these columns… "Budget" - text/number column "Category" - dropdown list (restricted to list values only) "Segment" - dropdown list (allows multiple values per…
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Raffle Type System in a Smartsheet Form
I am looking at trying to build a multi-select option raffle form. Lets say a form user has 5 options or "tickets" they can put into a bucket of goods for a raffle. I would like for the user to put in any combination of entering tickets per good that they can with the five tickets they have. I will put in a picture of what…
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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?