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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Automation - When a request is approved I want to automatically copy to another sheet
I have an intake form and sheet for my team to review/approve/deny Press Requests. There is a separate sheet that is a calendar of all Marketing Activities, which press items are a part of. I want to create an automation that instantly copies approved Press Requests to the marketing Calendar. I only want to send specific…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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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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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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A workflow to transfer a data from smartsheet to MS word
Hello Team, Firstly I must confess I am a beginner to smartsheet. I want to transfer a data from Smartsheet to MS word and save the file. Say for example: I enter a smartsheet report as follows. In the first column I would fill as XYZ, in the second column ABC. I need to get an ouput in .txt format saying " Hello XYZ.…
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Datashuttle offload to unique file name or append to file
I see in the existing workflow for offloads that the "action" is replace, can we either have an option to create a new dated file with the date of the execution appended to the name or can we have options to choose to append new data to the export file rather than replace it entirely I would have thought its a relatively…