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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Get Ready for the AI + Smartsheet Webinar on PDFs
🧠 AI-Powered Document Analysis: Transform Any PDF into Smartsheet Workflows 📅 Wednesday, 14 May 2025 🕐 13:00–14:00 CEST (Berlin) 📍 Online | [Add to Calendar – attachment included] We’re excited to welcome you to this free, interactive 1-hour session where we’ll explore how combining Smartsheet with Azure OpenAI is changing…
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Data Shuttle Export/Import
Hello, I am trying to use Data Shuttle to copy information from one column and paste it into another column by first exporting the master sheet then run an import of that export and it seems to be clearing all of my data or not uploading new data. The export currently exports all data with no filters. Below is the Import…
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Reference or copy a column in one sheet to another sheet automatically
Hi, I am trying to figure out a way to automatically get specific columns in one sheet, into another sheet I was originally looking at using a workflow to copy the rows over, but I only wanted to copy a subset of the columns which doesn't look to be possible. Then I started looking at cross-sheet references, but the posts…
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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…
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Check A Box When A Value On Another Sheet Changes
I have a sheet that is pulling data from a second sheet. What I want to happen is when the status changes to RECEIVING COMPLETE on the second sheet, it checks the box in the received into stock column. The problem is that once that status is updated to that value on the second sheet, it's moved onto an archive sheet that…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Smartsheet Duplicating Generated Attachments with Same File Name
Hi all, in our work processes, we put SS generated documents through approvals and regenerate it as signatures are added. Historically this has just updated versions of the same document which is what we want, however, recently SS has begun attaching them as separate documents altogether even though the file name never…
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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
