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Smartsheet Enterprise WorkApps Expert Needed (Architecture & Setup Assistance)
I’m building an enterprise employee onboarding platform in Smartsheet Enterprise for my employer. I already have most of the business requirements, workflows, and sheet structure completed. What I need is someone with real experience using Smartsheet Enterprise and WorkApps to help me properly architect the solution. What…
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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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Submitted Date formula keeps changing because of Created Date time zones
I’m trying to create a reliable Submitted Date column based on the Smartsheet Created Date system column. The goal is for Submitted Date to capture the correct calendar date when the form was submitted and then remain unchanged. The issue is that the Created Date timestamp appears to be displayed or evaluated differently…
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Update SmartSheet from Power Automate Workflow
Goal: Power Automate to update SmartSheet Row with "In Revision" Status when selecting "Reject" for my "Wait and Approve" workflow I have a Power Automate approval workflow that is triggered when a Smartsheet row is updated. The approval process works correctly, but I'm trying to handle the Rejected outcome. When an…
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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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Allow MCP Connections to Attach Files to Rows
I'm using Claude to read documents, extract summaries and certain data components then create rows in smart sheet for a document catalog. It would be really helpful if it could also upload the document as I'm having to do that step manually
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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…
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Columns in an Excel Attachment Data Upload Auto Added to a Source Sheet
Hi, I am wondering if there is a solution for this scenario: I have a Data Shuttle data upload workflow to a Target Sheet that is updated when a new attachment is added. Question: is there a function/features/workaround like Data Shuttle, Bridge, or a combination of features so that if a new column is added to the Excel…
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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…