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Automation - Is it possible to re-send an approval workflow?
Hello, I have an approval request workflow setup that sends data input from a Smartsheet form. Unfortunately, some of our approvers are losing the approval request email in their inbox or not responding to the approval requests in a timely manner. Is there a way to re-send the approval request for outstanding approvals…
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Using the gantt
Hello, We were using the Tom'Planner software for our project monitoring. We have chosen to use Smartsheet for better resource tracking. I have created several sheets which are in a report. But I would like to summarize in Gantt view the sheets so as to have only one row per customer (See screenshot). How can I do? Best…
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Automatically adjust dates
I am a rooking with using smartsheets. We use the program to create remodeling schedules. I would like the dates to all automatically adjust when I go in and modify or add a day in the middle of the schedule. Right now I have to go in and manually modify any future dates after where I made the change. Can anybody assist a…
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Ressource time/allocation tracking on projects
Hello everyone, I would like to know if someone has a solution to answer my need for time/allocation tracking on projects : I have a project plan sheet with several columns : task, assigned to, start date, end date and allocation % I would like to create a metric sheet that is able to get the information for a specific…
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Creating an "Object Access Detection" Event
Hi all I want to be able to create a workflow / trigger so that whenever someone accesses a specific form or sheet (optionally with some additional criteria), a predefined workflow would alert the Admins / designated users. This will help us detect, say, any suspicious login activities including those done on holidays,…
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Web form question - multiple entries
I have a web form. I have a drop down list in one column and qty in another. You are able to select more that item from the drop down. You must select a qty for each item selection. Is there a way to do that in the form so it will update a new line for each entry?
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Change ownership of a workspace to a user from another account
Hello everyone, Do you know if it is possible to transfer ownership of a worskpace to a user that is using a different Smartsheet account ? I worked for my client on several workspaces and I was not aware that I couldn't transfer ownership of these worskpaces.. Thank you for your help, Corentin
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Can I CountIF just the green balls in a Status Column
I want to just get a count on all the green balls in the RYG symbols in my status column? This is the formula I am trying: =COUNTIF([Status]2:[Status87], "Green" It returns #UNPARSEABLE. Then the RYG turn greens, it means the person RSVP. So on my dashboard I am trying to to 5 out 86 people have responded. Any help with a…
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Viewing gantt when there are numerous dates
I have a project intake sheet that has 5 columns for dates: date created; requested start and end; approved start and end. Of course when I try to have a gantt view, it doesn't know which dates to use for the gantt (I want approved start/end). Is there anyway to tell it to only focus on 2 of the 5 dates?
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"contains" logic in Report Builder to include "and" instead of just "or"
I'm building a report using the "contains" logic on the Primary field called "Task Name". I'd like the report to return the rows whose Task Name includes the words "Phase" AND "Review". I cannot figure out how to execute this logic as it defaults to including rows whose Task Name include the words "Phase" OR "Review". This…