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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…
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Can Smartsheet automatically email a generated PDF from Document Generation to the email address submitted in a Form?
Hello everyone, I'm building an automated Above Ceiling Work Permit process for our hospital and have almost everything working. I'm hoping someone can tell me if the final step is possible using native Smartsheet features. My current workflow A contractor scans a QR code and completes a Smartsheet Form. The form creates a…
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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: I have multiple teams, each maintaining their own individual project sheet. Each sheet contains a list of projects specific to that team. The Goal: Cross-team Dependencies: I want to add a dropdown…
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Automation
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
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Dynamic View — Support "Current User's Group" filter & capture actual modifier for existing rows
Hi Smartsheet team,We have two feature requests related to Dynamic View:## 1. Filter by Current User's GroupCurrently, Dynamic View does not support filtering rows based on the current viewer's group membership. We need different teams (e.g., Security, DCEO, DCO) to see only their relevant rows automatically, without…
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Smartsheet API Error: Get Sheet—Missing attachment information when there are more than 10,000 rows
I tested three methods: get sheet (Python SDK) raw HTTP request get row (Python SDK) Method Total Has att Empty get_sheet 11153 4379 6774 raw HTTP 11153 4379 6774 get_row (last 10) 10 10 0 get_sheet (last 10) 10 0 10 raw HTTP (last 10) 10 0 10 I can confirm that every row in this sheet has an attachment.
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Automation for approval workflow
Hello! I need to create an automated workflow for our leadership where if certain project types are selected in our project request form within certain timeframes, it triggers an emergency request approval form (i.e. if xyz project type is selected with a need by date of less than 10 days, 20 days, 30 days, etc…). I'm…
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Workflows - Constantly "A workflow has become invalid"
I inherited a Smartsheet from someone else, and I have problems I don't know how to resolve. I am including 3 screenshots, as I cannot figure this out. The actual workflow A cell on the sheet that shows "Submitted", which is correct, made by Smartsheet Automation. A screenshot showing 10 (there are more!) BLANK cells,…
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Automation emails not sending consistently to some contacts
I'm running into a strange issue with automations and email delivery, and I'm hoping someone can clarify how to fix this. Setup: I have a Smartsheet form with: A required “Your Email” field (Contact column) Several hidden Contact List fields populated automatically Automations use “Send to contacts in a cell” Submitted…
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Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…