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DocuSign Naming Feature
To be able to have the Project Name be the envelope name and generate fully from Smartsheet. Right now, the draft in DocuSign is the only applicable way to really use it for a large company. So my accounting director doesn't have all the unnamed documents coming to her in addition to all other departments sending her…
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How do I set up a workflow to notify someone if a predecessor task has been completed?
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Automating Task Assignments based on Custom Fields - Emmanuel Katto
Hello All, I am Emmanuel Katto from Uganda. I'm trying to automate task assignments in Smartsheet based on custom fields, but I'm running into some issues. I have a custom field called 'Project Type' with values 'Marketing', 'Sales', and 'Development'. I want to assign tasks to specific users based on the value of this…
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Translation Services
Seaking the ability for smartsheet to operate like many of the technology platforms, and have advancements, by allowing Forms and cell data to have translation possibilities . This could be on a form, that has a non english speaker the abilities to have automated translations of the text to their native language. Other…
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Why doesn't automation work when I use "Send from organization" option?
I have set up a workflow to Alert Someone when triggered. When I change the sender option to "Send from organization" I see my organization name. However, when I test it, I no longer receive a message (workflow doesn't run). If I change it back to "Send from Smartsheet automation" and test it again, it works just fine. The…
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Single source of truth from two sheets of shared data
I've been tasked with creating a workflow or function that lets Company 1 add rows (sales leads) containing simple client / salesperson data, and status of the lead. Company 2 would then access a sheet with this same client data, but only be required to change some drop-downs / text related to status. I started with two…
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Counting Checked Boxes in one column
Hello, I am trying to count the number of boxes that are checked in the "Missed Information" column and showcase the total in the bottom right corner of the Sheet. I have tried many different formulas: =COUNTIFS([Missed Information:Missed Information], 1) =COUNTIFS([Missed Information : Missed Information], 1)…
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Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
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Formulas in Automations
Is it possible to create an automation that will populate a cell with a formula instead of text or a drop down value? I am trying to get a column to populate with the name of a user who checked a box. For the action block of the automation, I selected Change Cell Value in Column to =([Modified By])@row The automation…
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AI tool to Document Workflows
It would be great to have an AI tool that would create a visual map showing how sheets, reports, dashboards, etc and interact in a workspace? This would help with debugging, documentation and training.
