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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
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Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
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Workflow not triggered when a new row is added.
Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
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Smartsheet engage move forward
Ready for Engage 👏💯
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Approval Request - Error Message for Contact in Cell
I am trying to set up an approval automation for my Smartsheet for a contact in a cell. When I try and use the contact column I get the error message "please select at least one column that is not a comment or attachment". Also shown in the image attached. There are attachments and comments on most rows, but this hasn't…
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Equipment inventory log
I am trying to create a workspace with multiple spreadsheets that will transfer rows back and forth from one to the other automatically. I have a sheet for inventory, one when the equipment is assigned to someone, and another to archive any movement. I have a form that they fill out when assigning the equipment out which…
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How to Assign People from another Contact Column
I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else. So far I've found that the "Assign People" automation…
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Export Excel sheet and email as attachment workflow
Hello, Is it possible to create a workflow where it exports the data to excel and emails excel as an attachment to an email?