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Old File Name showing up after making a copy of a Sheet
I have been copying a sheet and modifying it each year. The automated reminder messages I get from the sheet continue to display the original file name, not the current one. How can I fix this? ex: The old sheet was 'Calendar Planning Master 23-24'. The messages have shown up with this title in 24-25, 25-26 and now the…
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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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Separate Automations from Safe Sharing
At this time, Safe Sharing also restricts automation emails to only the emails added to the safe list. https://help.smartsheet.com/articles/855284-security-controls-enterprise-only Wishing we could separate this: We have use cases where we do not want to share a sheet with a 3rd party, but we still need to send them…
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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…