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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Update Request Limitations and PDF (updated) generation with "Send Update request."
Hi, Scenario 1: I have created an update request workflow in one of my projects, where if a participant chooses to return and later and submit (Included a field (Named: "Confirmation" at the end of the survey with two options 1. Finalize and submit, 2. Return Later), he/she will receive an email alert with update request.…
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New Hire Onboarding Template - How do I add new tasks?
I just opened a new template and I can't figure out how to add new tasks. There are two reports, one for "today's tasks" and another for "late tasks." Neither of these lets me enter new tasks.
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Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
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Predecesor lag using calendar days regardless working days setup
Hello everyone. This time I ask the community for help to assist me on how to use lag for precedecesor in Smartsheet. On some tasks, I need to add lag using calendar days instead of working days setup for the sheet. At the moment I have been manipulating lag to estimate calendar days target. However, I am wondering if…
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Simple Scheduler
Im looking for some resource scheduling, and am having the hardest time trying to figure something on the simpler side. No one needs to book it except my team, so booking/hotel software is overbloated for my needs. I have 12 rooms in 1 location, that can be used in 3 different times per day. 7 rooms in another location,…
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Smartsheet Report Issues
Hi, I am having a strange issue and wondering if it's something I did wrong or not. Basically, I am making a report to combine two different sheets, and the first sheet works fine, but for some reason, the second sheet isn't editable and the data in it isn't showing up. There IS a link on the second sheet where it says,…
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What is the best way to allow external non-smartsheet users to update information?
I am attempting to have an external user, who does not have a Smartsheet account, update information in a sheet. Unfortunately we can't use a form because some of the material needs to be pre-populated and there are too many lines to make that feasible. When the user tried to open the update request they were prompted to…
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Release Number Sort
How would I sort by Rekease number?
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How can I filter the work breakdown structure (WBS) 1 decimal point?
I'm trying to figure out how to share the view of the WBS by only 1 decimal. (1.1, 1.2, ...3.3, 3.4, etc.) I do not want it to exceed more than 1 decimal (1.1.2, 1.1.3, ...3.3.1, etc.) - Is there a way to filter the column by this way?
