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Automation
So I created a custom workflow to send yearly to my vendors to inform them of audit. However, when I troubleshoot, the email sends multiple rows to each user instead of their assigned row. i.e I have the message set up to pull column information into the message such as name, audit dates, and company name to send to User…
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2 Workflows Being Triggered When Only 1 Should Be
Good afternoon! I have a use case where when a new record is created and the "team leader" field changes from blank to populated, I want to send an alert to someone. I want to send a separate alert when the "team leader" field value changes. On first glance, I thought I would easily set two separate workflows up, one with…
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Keeping color coordination when dragging information from sheet to Dashboard
Hey there everyone, I am dealing with an issue related to color coding and keeping the same color from the data sheet when pulled into a dashboard. A certain Project is in the "Yellow" status and is colored in Yellow font on my data sheet. However when I pull this cell and add it to the dashboard it changes back over to…
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Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
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Issue with frozen columns on main sheet not remaining frozen when viewed on iPad (IOS)
Hi all - I have one shared user of my smartsheet who has reported that on his iPad, the five frozen columns on our main sheet do not remain frozen when he scrolls across on his iPad. I also have an iPad and have not observed this issue on it (iPad Pro 11", IOS 15.6.1, running Safari or Firefox). I don't know what version…
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Do All Dates Need to be Populated for Gantt View?
I am using Smartsheet to track the beginning and end of tech support tickets and wanted to view completed tickets in Gantt view so I can illustrate how many tickets are overlapping and visually represent how long these tickets take to complete to upper management. I have 2 date columns, however the sheet keeps kicking back…
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Using the Same Data Source to Display Different Decimal Places
Is there a way to use the same data source and have the dashboard displace different decimal places? I want to show in the Executive dashboard, the financials in the $Mil and the Workstream level financials in the $000's (hundred thousands). All the source data is on the same sheet.
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Deactivate a form entry after # of entries
I've been asked to create a form that would allow only 40 people to submit - we are sending the form URL to 60 people and it's first come, first serve Is there a way to stop entries once 40 are received? Any help would be appreciated. Thanks -Peggy
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How to Measure Smartsheet Usage/Adoption
Hello, I am working on establishing an integrated project plan for a large program. As part of the program, we want to track/measure the level of project plan adoption/usage we are achieving. In other words, we want to know things like: -How frequently plans are updated -How "fully populated" plans are - e.g., 100% of…
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join(collect) e-mail addresses with multiple e-mail addresses is not recognized as e-mail address.
Please see attachment for explanation of the problem. I hope somebody can help me with this. i have tried several way's, but unable to get it to work. The purpose is controlling access to a dynamic sheet, where based on an account the user can only see his account data and not other accounts. Because the employees…