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Using Document Builder to generate multi-page pdfs (Doc Builder pdf + attachments)
Greetings All, I am creating a speaker database that will allow prospective conference speakers to complete a submission form and upload attachments for consideration. I've figured out how to use document generator to convert the info recevied via a form into a pdf which the selection committee can review. Is there a way…
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How to Combine multiple inspection reports into one row
We have a complicated project where we're collecting rooftop inspections with one platform, using Zapier to push it over into a Smartsheet, and from there I need to move these inspections into Salesforce as leads with the Salesforce connector. The problem is, each roof section is coming in as one row. So we will have a…
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Automation works correctly when manually changed in sheet but not when input through form
Hello, I created an intake form for a project request. In the form there's a field where the submitter has to select from a dropdown list of Contract Information choices. Here are the automation logic I have: When I tested it by selecting the different options in the dropdown in the sheet column, this works correctly.…
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HOURLY reminder function
Hi everyone, I've been looking through dozens of post in the last couple of days to gain some insight on how to set up HOURLY reminders based on a status of a column not changing. I have not been able to figure this out as most of the references I am seeing are about Daily reminders and fields that have Dates in them. Here…
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Workflow is not triggering email notification
Dear community, i have created a workflow that should trigger an email once one of of the status: Low number of participants, or Cancelled by BPO under "comment for not attend" has been selected (see screenshot). We tested multiple times and we do not receive an email if we update the status to nr 1 or 2 mentioned above.…
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Workflow Observation
Has anyone else noticed this week the calendar option in workflows had changed from a Sunday through Saturday format to a Monday through Sunday format? I had a workflow that sent out a notification which is scheduled to send out the end of the month on day 25 - 29, today is 8/8/24!! Upon checking to see why it ran I…
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Anyone having connectivity issues between Smartsheet and Outlook?
Since the CrowdStrike kerfuffle last Friday, we haven't been receiving any emails from automation@app.smartsheet.com and proofing@app.smartsheet.com. I'm not sure if it happened as a result of the global IT event or if it was a coincidence, but while it seems like all automations and such are working on Smartsheet's end (I…
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Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
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Workflow not functioning
I was able to select my destination sheet and now I am unable to do so. It doesn't even populate anything to select. Anyone else encountering this? Did I forget to do something specific?
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Secondary action after generating PDF
In an intake sheet I'm having the information entered mapped to a PDF document. I want to see if there's a way to have an automation to checkmark a checkbox when that document is generated (as a secondary action) but I'm not seeing the additional "+" like in other automation workflow. Is there a way to have that trigger?…