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Embed Smartsheet fields into Automation emails
It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…
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Index and Matching Formula Help
I am trying to make a formula that looks in a column on Sheet A which is a drop down containing all values from a column on Sheet B, finds the match, and then looks in the row in Sheet B where the match is found to find an additional piece of information and pull that back into sheet A. I am thinking I need indexing and…
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Problems with placeholder fields?
Hi - Is anyone else having problems with placeholder fields in update request automations today? I've been notified by my staff that our automations today are showing random text strings instead of the field data that they are supposed to. For example, in one of my sheets, there's an automations thatis supposed to show a…
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Board View - Can't View Automations or Forms?
Hi, I would like to know the rationale behind not allowing users to access Automations or Forms while in Board View. Many of our sheets are defaulted to Card View for easier viewability, but being unable to access automations or forms from there means I will need to switch back and forth between Board and Grid view…
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Uploading Documents from Forms to Sheet via Scanner
To Scan a document and it directly uploads to a sheet without data entry.
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Approval request Issue
I have created a form with an approval workflow. When the approval request reaches the approver and they open the approval link, attempting to approve the request results in the following error message: "This link has already been used or was cancelled." Additionally, the approval status is automatically changed to…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Automation--Copying Rows
When using automation to copy checked rows from source sheet, no destination sheets populate for me to choose from even though I am Admin on both sheets. Has anyone experienced this? Any trouble shoots or resolutions? Thanks.
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Create a sheet to store project details and weekly updates
Hi My team have a list of projects they are working on. I want to prompt them for a weekly update that will ask them to populate these fields - RAG Status , Progress this week , Plan Next week, Risks/Decision/Issues , Details Then i can create a dashboard showing only this weeks info but i have the repository in the back…
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Automation
Hi All! I wrote a Python script that will run an update to make changes when a form submission is added. Works great, however I have to manually run the script. I know you can use a scheduler to run, but I need the automation to trigger when form is submitted. I do not have a server and from what I have read, Flask and…