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How to Draft and Save Workflows for Future Updates in Smartsheet
This discussion was created from comments split from: Why do my workflows execute automatically when I am setting up a new sheet?.
Automation - Moving rows and changing cells
I am creating a sheet (Hire Sheet) that will list our field employees along with their hire info. On this sheet, I have a column named Term Date. Once a term date has been entered, I'd like the row to be moved to another sheet (Term Sheet). I have that sheet created to have the same column names as the Hire Sheet and also…
Text size on dashboard
I created a dashboard with the intention saving it to a PDF. However, the font in the body of the reports that I included on the dashboard is very small (I think 10 pt). Is there a way to change the font for the body of the report on the dashboard? I am able to change the font when I go to the report, but that does not…
Document Mapping Isn't working
I have set up everything according to the instructions, I cannot get the information from my sheet to show up in the document. I have tried to download and attached the document. Nothing is working. Help!!!!
Print completed forms without Business Plan
Hello! I am the sole Smartsheet user in my company (I'm trying to bring them along, but so far I haven't gotten with the right decision-maker). The main reason I use this at this time is for training and in-service acknowledgments. I used Smartsheet at the enterprise level with a previous company and convinced my current…
Percent Completed in Project Plan Formula
I am looking for a simple formula that shows percentage completed from my project plan. I have a status column that shows 3 values: Complete, Not Started, and In Queue. I simply want to be able to show the percentage of tasks (156 rows in the plan) completed vs the other two statuses to populate in the top of my sheet. IE…
Hi, I tried adding a report widget on my dashboard. But when I clicked on "Add Report", I only see a
Parent & Child Formulas in the Same Column?
My sheet is structured as a sort of tiered task checklist. There are several Parent rows with varying numbers of Child rows. There are two columns that are involved with my issue: the first is a "Status" column, and the second is a sort of "True/False" binary check labelled as "% Complete." There are no formulas in the…
Automated Emails consolidating into 1 vs sending individual
I have set up an automation to send a follow up email when a complaint has not been acknowledged within 2 days (this is by row). I am including the submitter and copying myself. It appears that I am receiving an email that consolidates how many were sent vs sending each individual email by row. Is it best to have two…
Link to sheet is broken
Our team's orientees use Case Logs through Smartsheet to keep track of their progress while on orientation - after completing a certain task, they fill out a "case log" which includes several fields and then that case log is sent to their preceptor via email. When the preceptor gets the email, they click a link that brings…

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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