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Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…
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Is there a way I can create a workflow to copy an ENIRE sheet?
My co-worker had to recreate one of our admin scheets, so I was hoping I could create a workflow that could copy the ENTIRE sheet, not just relevant rows. This sheet would then "overwrite" the previous copy we have in our current back-up folder. Is this possible? I didn't find an existing workflow, only creating something…
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Automated Workflow Setup to Notify Users of Completion Not Working
I setup an automated workflow to notify users via notification email once their requests have been fulfilled. I've configured the workflow to trigger a completed notification email to the requestor based on the email in the Requester Email Address column after I've changed the status to Complete in the Request Status…
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Smartsheet x GCP Connector
Hello! I am trying to set up an automation between Smartsheet and a dataset that is hosted via Google Cloud Platform / BigQuery. Does Smartsheet have the ability for integrations with GCP that do not involve a third-party integration tool like Zapier?
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Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
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Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
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Automation: Not Triggering when Box is Manually Flagged.
I have a simple automation but it never actually triggers. Alert 2 people (names cut from the image) if the store closed check box was flagged and the upgrade date is in the future. It never runs when I flag a line item - but the test sends it out.
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Formula to Convert Scientific Notation to Numerical Value
Hi, I am trying to create a sheet from data that is originally held in .csv files. My goal is to make it so that transferring the data to my sheet should be as simple as just copy and paste. My issue is that two of the fields that I need to copy over are reported in scientific notation (1.3E+004) and I am trying to figure…
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Sheet Automation Workflow: Can you set a Run workflow cadence to Bi-Weekly or Monthly?
Is it possible to have a workflow run Bi weekly, Monthly, etc? Only options I see are "When Triggered", "Hourly", "Daily", and "Weekly". Thanks for the support if any functionality exists already. If not a function. SMARTSHEET can you make this a reality?
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Copy an automation from one sheet to another
I make different types of sheets that require the same automations, so instead of copying the sheet, it would be a big time saver to copy automations instead recreating them.
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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Automations no longer including attachments in emails
I cannot see that this has already been escalated, but I apologize if I'm duplicating a question. Earlier today (around 9AM) my automations were working perfectly and all emails were including attachments as normal. Around 12PM that suddenly changed and now emails no longer include attachments. I've confirmed no changes…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Is there a way to sort reports when sending them as an attachment?
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Is there a way to ensure the report sends with the sort from the UI?
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Feature Request: Add Customization Options to Update Requests
Our team values Smartsheet Forms for their clarity—especially features like helper text, reference links, and custom end messaging. These improve accuracy and user experience. However, Update Requests lack these options, making it harder to guide responses effectively. We’d love to see: Helper text for fields Ability to…
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How to record date without time
I would like to use automation on a sheet to record the Open and Closed date for a given RAID item. I don't want to record the time, however. Is there a way to exclude a time stamp from the automation? If it is not possible to exclude the time stamp, what formula would I need to use to extract the datae and time into…
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Can we run the request for update to include all the rows that applied to one condition?
We want to know if it is possible to send request for update in one email, but with multiple rows at the same time. For example, staff A has 4 open referrals, I want to send one request for update automatically to them where they will receive only one email without having to overload them daily with all the open referrals…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…