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Workflow Automation - Assign People Function.
I have created a Shift Rota for my team. The left axis displays the day and date, the top axis displays each person broken down by team. In the table each person on each day gets assigned a letter depending on the shift they are assigned to (e.g D = Day Shift, A = Afternoon Shift). I have then set up an automation to…
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Issues with Form
Hello, I am having issues with my form: - When User fills out a form, they have to choose a department number from a dropdown. After the filled out form is uploaded into the sheet, the department number is changed? Example: User selects 577 in the form, but in the sheet it shows as 577.0 Here are some screenshots: The…
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Link Cell from Target sheet back to Source Sheet after Copied Row function
I created 2 sheet: Source and Target. I used the Copy Row function to copy the row from Source to Target once item was approved. All work. Now I need to be able to link the cell (from certain column) from Target back to Source (as Target cell may have updated data after copied the original data from Source in). Is there an…
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How do I have 2 owners for a sheet? What if someone deletes some data & team needs to recover data
Is is possible to have 2 owner for a single sheet. What if someone deletes some column/row from the sheet and there is no way to get the version history or restore the data, if the only 1 listed owner is there but on leave. How do we get this in place, without really waiting for original owner? It would be nice if there is…
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Report pulls in a primary column without me specifying it
I have a smartsheet, it has a helper column titled Full Name, which is calculated using task name and parent names. In the report section, I select the sheet, and the specific column and criteria. but then the end results shows me a column for task name which I don't want to see. I am not sure why it is showing it to me,…
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Resource Report is not showing projects assigned to some users
For some users, the resource report does not show the projects they are assigned to. Other users on the same projects do show those projects assigned to them. Same user assigned to any project shows with no projects assigned to him on resource report. All projects are setup for legacy resource management.
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Combining multiple sheets
Hi, I have 7 sheets and I'd like to combine them automatically into a single sheet. They all have the same column structure. I have created an automation workflow to Copy the data into a new blank sheet, but the automation workflow only copies a single record that is triggered. Is there a way to copy an entire sheet into…
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How can I easily identify all Reports impacted by a column name change?
I need to change a column name and, as we know, Smartsheet doesn't push the name change out to the Reports. Instead, it inactivates the old column within the Report. I need a way to proactively search (run a 'where used') on a column to see all the Reports its used in so that I can manually update each Report. Does anyone…
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Licensed user can not generate document from a template where it was created
Hello, hope you can help me. I created a project sheet with many rows, information and formulas which me and other licensed users use as a template to create new projects. Also i have created and saved pdf mapping on that sheet related to the information in some rows. Question: Why if I or other licensed users create a new…
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Populating a Form Field
I'm using a Form team members complete to engage a resource. A field on the form is Customer Name. The field is required and column type is text. The issue, team members are entering our company name or their name in the Customer Name field. I added Help Text "Customer Name Only" in red font, but I still receive requests…
