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Duplicate Notifications and to Everyone in the Workflow
Issue: The notifications for the CD level and RVP level are duplicating and sending to everyone in the workflow. 😬 Something is wrong with the workflows I created. Sheet Design Each row has someone assigned {Response Assigned to} to add the response to the {Center Responses} column. The person in the {Response Approved By}…
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Automation not working as expected
I set up an alert automation with one trigger and two conditions, the alert was sent even though the conditions applied. Can someone look at the automation with me to identify why the alert is not triggered correctly?
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I want to show only the latest weekly update in my dashboard.
I have a smartsheet used to send out weekly updates to key stakeholders. I also have a dashboard for all interested to view the project status. I am wanting to update the dashboard with the latest update from the spreadsheet. on the dash board I want the last entries for issues & incidents/ What was accomplished this week…
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Chart Dashboard Widget from Sheet Summary Report
I have a number of project plans in different workspaces. Each project plan is built from a template and they all have the same sheet summary fields, 3 of which are Overall Health, Schedule Health, and Scope Health. These are "red, yellow, green" symbol fields. Separately I have a project tracker which is populated by an…
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Workflow Issue using Source Sheet: How can I create a two approver process?
Here is the process: questionnaire answered for a suggestion project with attachments questionnaire sent to the selected department (3 to select form) for approvals (2 approvers needed) if rejected by both approvers; originator who filled out questionnaire gets a declined notification one approver can reject and the last…
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Survey Links
Can someone confirm if rules have changed when sharing a Survey link? In the past, I used to send the link and people did NOT need to open an account , now it seems that they're requested to create one. What would happen if we send the link and they are no longer in the 30D trial? Are they NOT going to be able to open the…
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Invoice Signatures using DocuSign
Good Morning Smartsheet Community! Our company currently has a dollar amount threshold for the review, approval, and signature of any estimate, quote or invoice. The approvers currently use DocuSign to approve, sign, and date documents sent to them via email. Is there a way I can attach the document to a row that gives…
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Access Control on Published Sheets
Since the latest feature update, I am no longer able to limit access to published reports to users only within our organization's Smartsheet account. It would appear the official KB from Smartsheet has not been updated either. Does anyone happen to know if this feature was moved or if it is gone now? From Smartsheet KB:…
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Android calendar view looks different than iOS
Since a few months ago, our Android users have been reporting an issue with viewing calendar events where events are shown as ellipses, as opposed to showing event detail. I've attached a screenshot of each view, showing the Calendar view of one of our Smartsheets. Any ideas?
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auto populate information from an email
Hello, My team receives request via email, that we then upload to smartsheet. We use the smartsheet app in outlook, and create a new row every email. We have to manually copy and past information from a table in the email into the corresponding fields. Is there a way that we can auto populate the information? Currently the…
