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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: I have multiple teams, each maintaining their own individual project sheet. Each sheet contains a list of projects specific to that team. The Goal: Cross-team Dependencies: I want to add a dropdown…
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Automation for approval workflow
Hello! I need to create an automated workflow for our leadership where if certain project types are selected in our project request form within certain timeframes, it triggers an emergency request approval form (i.e. if xyz project type is selected with a need by date of less than 10 days, 20 days, 30 days, etc…). I'm…
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Automation
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
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Workflows - Constantly "A workflow has become invalid"
I inherited a Smartsheet from someone else, and I have problems I don't know how to resolve. I am including 3 screenshots, as I cannot figure this out. The actual workflow A cell on the sheet that shows "Submitted", which is correct, made by Smartsheet Automation. A screenshot showing 10 (there are more!) BLANK cells,…
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Smartsheet API Error: Get Sheet—Missing attachment information when there are more than 10,000 rows
I tested three methods: get sheet (Python SDK) raw HTTP request get row (Python SDK) Method Total Has att Empty get_sheet 11153 4379 6774 raw HTTP 11153 4379 6774 get_row (last 10) 10 10 0 get_sheet (last 10) 10 0 10 raw HTTP (last 10) 10 0 10 I can confirm that every row in this sheet has an attachment.
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Automation emails not sending consistently to some contacts
I'm running into a strange issue with automations and email delivery, and I'm hoping someone can clarify how to fix this. Setup: I have a Smartsheet form with: A required “Your Email” field (Contact column) Several hidden Contact List fields populated automatically Automations use “Send to contacts in a cell” Submitted…
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Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
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Automation is repeating the subject line 3 times
I've set up an automation to go to the contacts listed in contact column. One contact is a cell phone number with SMS gateway code so that it can go as a text. It works great, other than it repeats the subject line I enter in the automation three times before inserting the body of the message. For example my subject line…
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Established Automations Suddenly Failing
Thank you for taking time to read my question! We have been using Smartsheet for over a year. We have several automations (triggers) that are well-established and that have not been edited. These automations trigger rows to be copied to other sheets, which are a very important part of our workflow. Lately, and often, the…
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Automated Messages Being Truncated- Does anyone have a workaround?
Hello, I have a workflow where, when a team member checks a checkbox, Smartsheet automatically sends an email to themselves containing merge fields that are used as a customer email draft. The challenge is that this activity typically happens on a deadline day, and a team member may need to generate 30 or more of these…