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Approval workflow
Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.) When any action above is performed only by specific email addresses. (Problem #2:…
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Can a child row be auto-created when a row column status changes?
Hi, When a row status column status changes from pending to suspend, can a duplicate row be created as a child row, and when the child row status changes from suspend to unsuspend, can another duplicate row be created as another child row? Parent row 1, status is pending.....status gets updated to suspend child row is…
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PMO Template: New project not linking to the Project Intake Sheet
Hey Everyone, Hoping you can help, I am using the PMO template. I am on the 4 step where I need to copy the project ID. However when I go to the project intake form to get it, the Project ID is not listed and the sheet is not recognizing the new project. This is the template and I am stuck on step 4 Thanks!
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Final Approval
I have an approval workflow that works great, but I'd like to make a certain approver the final vote. Right now, approvals are sent to the entire CAB, and responses are entered into each approvers specific column with traditional Submitted, Approved and Declined designations. That all works. If I want to ensure that all of…
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How do I auto-save a sheet without opening the sheet?
I use conditional formatting. When I review the dashboard, the formatting doesn't update until I go to the sheet and save. I would like the sheet to save automatically when conditional formatting makes changes. Thank You.
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Form Data
Hello totally new user to Smartsheet and need help on creating a form. I have looked at the posts but haven't found the answer, please help. 1) I need to create a form that will be filled by users to sign-up for different games. On the form my first drop down is Venue and that's the easy part, however when they select the…
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Please add a successor column or function
A way to show successors is needed. It's important for critical path scheduling that every task has a predecessor and a successor. After a couple hundred lines it becomes nearly impossible to eyeball everything to make sure that's true. A successor column allows one to simply filter to find the missing successors. Thanks.…
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Report Groups when collapse no values?
When I collapse my rows in a report I no longer see the parent row data. I would like to be able to see the parent row data in a collapsed view and then the first row would be the first child and so on when i expand it. Visual provided to assist. Showing it expanded and then collapsed. I should mention I am grouping on…
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Importing a 10,000 lines x 60 columns sheet
Hello, As I am trying to import a large xls sheet I come a cross a SMartsheet limitation: 5,000 rows max So I import the first 5,000 rows & try to paste manually the following rows. I then come across a 2nd limitation: not more than 500 rows & 50 columns max. But when I paste 300 lines & 45 columns I still get the error…
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Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
