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Additional API endpoint for exporting Dashboards
Hi, I was wondering if there could be an API endpoint to export dashboards from smartsheet. Would be a reliable solution for the automation I am trying to create. It would be similar to going to a dashboard→clicking on file→ print.
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What is the best practice to manage adding features and changes to Smartsheet?
We are working on adding testing and change management to our Smartsheet instance. What are best practices for managing changes, and having a Dev to Test to Prod style workflow? How are others managing test data and automations that are not in production yet? We are working to add additional functions to our projects,…
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How to Display Proof Images on a Dashboard
I am looking for a solution to create a workflow that automatically displays the most recent Proof version as an image on a dashboard. I have created both a report and a sheet that mines only the rows that have proofs into a stand-alone sheet/report but are not able to find a way to have Smartsheet pull the proof image to…
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Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…
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How can I exclude one column from an automation that alerts me to changes?
I have an automation set up to alert me when any field changes. I am not the one who does most of the data entry, so I just want to be sure that I stay updated on the changes. However, I utilize a calculation for reporting that shows me the day until an item is due. This field, of course, changes every day. Is there a way…
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How can I dynamically redirect a form submitter to different URLs based on their form input
Hi Community — I’m hoping someone has solved a use case similar to mine. I’m trying to use a single Smartsheet form to route different audiences to different external URLs immediately after submission. Here’s the exact workflow I’m trying to enable: Advisor (customer) lands on our product page Clicks a single CTA → opens a…
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Merged: Reports: Add Filter Option for "Current Month"
This discussion has been merged.
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Multiple update requests get condensed into one illegible email.
When a sheet sends a batch of update requests to a recipient (timing based on automation), they get condensed into one email. None of the pre-chosen columns from the various rows show up and the email is undecipherable. Neither the email subject or the content is helpful for identifying what it's asking for.
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Managing dates
Hi SS Community! I have a feeling this maybe a simple answer, but I have looked on the internet with no resolve: I have "Project Plans" for each one of my projects. I use dependency settings. For dates I have Start Date, Due Date, ESTIMATED NUMBER OF DAYS TO COMPLETE, Estimated Completion Date and Complete Date (Record)…
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Automation Email Alert Issue - Grouping Notifications with Unique Subjects
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…