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Timeline End Date Question
Good Afternoon, I have a spreadsheet where I have a start and end dates of requests for certain services requested by our facilities. I like timeline view to see future requests and make sure there is no scheduling conflicts. My issue is, if there is no end date, it does not show a continuous bar in timeline view. It only…
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Chart on Project Tracking Dashboard.
Hello Everyone, Am trying to show stock allocation on project tracking dashboard and when I select all columns from stock allocation sheet it's only showing one column. How can I have a chart on project tracking dashboard showing all retailers including Allocation, Ordered and Balance columns. Also, is it possible to have…
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Cross Functional Dynamic View Automated Workflow Alert
I have a sheet with a dynamic view for each department to fill out their appropriate section. There is an icon where they can request a meeting. There is an automated workflow that will email the team that the meeting request flag was selected. Is there a way to only have that triggered once? Some people will return to the…
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can't summarize my report
I have a number of columns on my report but the one column i need to group by, "Job/Batch for Issue", does not appear as an option in the summarize dropdown… what can i do?
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Decline Workflow Comments
I'm creating an approval workflow, and I'd like to have the approver enter comments if the workflow is declined. I'm not sure how to set this up. I automatically see the approve or decline selection buttons, but I can't find how to add a comment box. Any help is appreciated
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Creating a column from multiple columns, with conditions
I have created a sheet which is populated via a form for the auditing of stock. Each audit consists of 20 items. I'd like to create a separate sheet that only lists the items that have discrepancies. Sheet looks something like this… Would like the Discrepancy Sheet to look like this: So, the audit number, item number and…
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This link has already been used or was canceled. Smartsheet bug.
I set up a Smartsheet automation to request approval by email. It worked without any issues for a while. However, recently when the recipient opens the request and opens the attachment, the system automatically declines the request and displays the message "This link has already been used or was canceled." Please let us…
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Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding…
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Automation from dropdown list
Hi all, I’m building workflow automation for tour requests. When a requestor selects items from a dropdown list, the responsible people should be notified. Attached is a picture of my automation. Only the first item (Metal) triggers notifications, but not the second or third (Tissue & Anatomical). Any suggestions on how to…
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How Do I Preserve 'Long Date' Formatting When Using 'Generate Documents'?
I'm in the process of attempting to build a document to be generated from our Smartsheet and am trying to pull in a date field. I have the date column on the Smartsheet set to a long date (i.e. March 16, 2021), but it is coming in on the form as 03/16/2021. I have also double checked the fillable pdf I am using and tried…
