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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…
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Grouping Automation - is there a way to checkmark a group of users based on one singular check?
I currently have a sheet in the following format: Primary Owner Secondary Owner Group Title Username Access Status Primary & Secondary Owner - contains names of owner Group Title - group name of which users belong to Username - user names Access - checkbox column (default value is 'unchecked') Status - dropdown list (Open,…
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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How to automatically populate Assigned To across multiple lines
Hi all, I a very new to Smartsheet (4 weeks) and this community so my apologies if my question doesn't match the rules. I have built a PMO template and profile which I will integrate with control centre to automatically generate a new project triggered by HubSpot. The template has a set of activities across multiple…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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How to delete rows automatically
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
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Pulling column from one Smartsheet to another, automatically updates
Currently, there is a form linked to a Smartsheet that automatically updates every time the form is submitted. I need to graph data from specific columns, which I want to be in another sheet for visual clarity. From what I understand, I need to pull that data into the sheet I am charting in before I can plot it. What…
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Autos to move row to new sheet - STUCK!
Hello, smarter friends: I'm trying to learn how to utilize automations to move certain rows to new sheets in order to explore if my larger/longer ranging goal is possible. Where I'm Currently Stuck: I can't even figure out how to create functional auto to send a row to a basic sheet. That is my immediate need. But if…