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Request Update/Notification with Attachment Automations
Hello, I have request an update automation that allows attachments to be uploaded. When an attachment is added, I have a notify automation built to include the attachment. The automation is functional and only works when an attachment is added via the request an update automation, but the notification doesn't include the…
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Why automation copies the row 3 times instead of once?
Hi everyone! On Smartsheet, I have a source file for which I created an automation. Through this automation, the 7 rows of the source file (whose values are updated multiple times a day) are copied to another destination file. According to the automation, the copy should only occur once a day at 4:00 p.m., and the goal is…
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Customizable Requests to External Customer & Validated Send Request System
Problem Statement External customers receiving update requests often face issues with email spam filtering due to off-brand, non-customizable emails. This leads to incomplete or delayed responses, making it difficult to collect necessary assets efficiently. Additionally, there is no built-in file validation, which can…
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i want multiple approvals from an automation workflow to be in an email. is this possible?
I am trying to send a monthly email with multiple rows in an approval email. Is this possible? Thanks
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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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External Update Requests
Hi, We are using Smartsheet for asset collection to our external customers but as of late we have been getting alot of "access" requests to our sheets from our customers. How do we remove the ability for the customer to request access to our sheet but still send the request for them to update/provide a file for us?
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Merged: Enhancing "Alert Someone" Automation to INCLUDE Row Attachments
This discussion has been merged.
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Possible to change the Resource Allocation End date in bulk for one project.
We have a large number of resources for multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this, we can extend the resource allocation end date in one way for all the resources in the single project, which will help us minimize our effort for…
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Conditional Format For "Task Bar" independent of "Entire Row"
My use case I have rules for various rows based on the Issue Type and I want a rule for the Task bar based on the status of the issue. For example, I want an Epic to show up with a Grey background, but I do not want the grey background to extend into the Gantt Chart but I want the Gant chart to show up as Green if the task…
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Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.