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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…
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Hey! This is the Report Format I am hoping to have auto populated through 3 forms multiple times a day. I would love some help building this form.
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How to add file upload to Update Request worklow
Hi everyone! I was wondering if anyone knows a way to attach a file upload space to an update request. I have already set up a workflow to send out a update request at the appropriate time but I cannot find a way to add an upload space. I know that I can add attachment when I manually send update requests, but I was…
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Planned and Actual dates
Hello everyone, I guess (or hope) some of you have used the PMO template that contain these 2 columns, and then it calculates the overall "Health" based on the delay. However, I'm struggling with them and how to update them… Here is the scenario: Let's say that I just created my project plan, so it is easy to set the…
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How to make dynamic placeholders stop duplicating down email
We have an automated report that sends out once a week using dynamic placeholders in the email automation. everything is working mostly as it should however we cannot figure out how to get one of the placeholders not to copy down the whole email. The placeholders we are using are {{Start Date}} - {{End Date}} {{Agent}} -…
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How to add teams channel to my automation
I'm trying to set up an automation in Smartsheet that connects to Microsoft Teams, but I'm not sure how to configure it. I'd like the automation to send a notification or message to a specific Teams channel when a certain condition is met in my sheet (for example, when a row's status changes or a date is reached). Could…
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Safe Sharing impacting Automation Notification
I know I have been told the Safe Sharing logic is working as designed, however I would like to challenge that. Simply put: To me, there is a difference between Safe Sharing vs. merely sending an Automation Notification following a Form submission. We are NOT sharing anything — we are merely sending an Email, confirming…
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Automation Action: Auto-collapse parent rows based on status change
Hello everyone, I'd like to suggest a new automation action: "Collapse Row" (reduce/fold a parent row). Use Case: When managing projects with parent/child row hierarchies, once a parent task is marked as "Complete" (or any defined status), all its child rows become irrelevant for day-to-day tracking. Currently, there is no…
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Cross Sheets/Integrating data
I would like for info entered into Sheet 25 to be automatically updated into Sheet 37. There are no numbers/calculations,- just data & dates, the structure/names of the columns of both sheets are different, child rows are involved. Does anyone know if this is something that Smartsheet is capable of? TIA
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Dynamic View - unable to create a DV even being an owner of the sheet and having the DV button enabled
Hi I have an enterprise plan and I'm the owner of the sheet I'm working on inside SS. However, when I try clicking the Dynamic View option inside the sheet, it takes me to another tab where I can create new DV's but when I hit "Create" after selecting the right sheet, it doesn't work. It loads briefly but nothing happens.…