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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
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How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
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How can I copy a row from sheet with cell links to antoher sheet? Reccuring workflow not working
Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tried to use recurring workflows. Neverthless, not able to find the desitination sheet in the search box. I have tried to write…
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Can we turn off the side folder menu that pops up EVERYTIME we open a sheet or report?
Everytime we switch from one sheet to another, the side menu folder structure opens up. To be clear - at our arrival to our destination sheet, the side menu folder structure opens up, and takes up between 15%-25% of the screen. We have to use the mouse or track pad to close it. This is a slow process and very annoying.…
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Workspace permissions based on Admin level?
As an Admin level permission in a Workspace, can I create new Sheets, Forms, Reports, and Dashboard in the Workspace? I'm testing it out and it seems like the Owner of the Workspace is the only one able to create new Sheets, but I was wondering if I was missing something since I thought that the Admin level would also let…
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Connect WordPress form to Smartsheet for Record Keeping
Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
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What are some best practices for automating workflows in Smartsheet to improve project management ef
I'm looking to streamline my project management process using Smartsheet automation features. I want to know how other users set up workflows to reduce manual tasks and enhance productivity. I'm interested in tips or examples of automation that have helped teams work more efficiently.
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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Some form entries aren't appearing on upstream grids
I have a workflow that copies a row from the main grid (which collects all form entries), to the next grids which collect by specific regions, and then copies to the final grids which are by specific facilities. There is one facility where form entries show up on it's facility grid, but do not appear on the overall or the…
