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One weekly automated reminder for workplan and action log - is this possible?
I have automated weekly reminders for tasks on my workplan that are coming due and still "in progress" and I have actions on my action log that also have an automated reminder that goes out once/week for the project. People only want to receive one automated reminder/update 1x/week for the whole project (i.e. not one for…
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Help Create Metric
Hi, Can someone help me create a formula on my metric sheet. I have two columns i want to include from my sheet one Titled "Project Status" which has drop downs for Where the project is at eg Budget, Won, Lost, the other column is Titled "Total" which has the price of project. What im trying to do is create a formula on…
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Get Date and Time from a column
I have a spreadsheet, which contains a Check Box type column, when it is selected I needed to save the date and time in another column for SLA, I've tried different ways and none of them work, I thought about copying the line and getting it the modified column, but the problem is that it keeps updating, does anyone know…
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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Identifying and Archiving Duplicate Rows While Retaining the Oldest Entry
I require help in detecting duplicate rows and transferring them to an archive sheet while retaining the oldest entry. Your assistance is highly valued. Thank you!
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Move Rows Automation Suddenly Failing - Multiple Sheets
Hi. I manage 3 very similar smartsheet tools for 3 different office's training request intake and approval systems. Once requests are approved, an automation has successfully been moving them to each site's Request Archive Sheet. This has worked as expected since March. For some reason today this feature has suddenly and…
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Hyperlinks and Conditional Formatting on Date
Hello, I know this might be a basic question but since we’re new to Smartsheet, we’d like to kindly ask reason why the conditional formatting to date with hyperlinks does not work? Scenario is, we have conditional formatting to highlight cells with dates of expiry of documents. However, we linked the date to the actual…
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Workaround for single-use request approval button
I have created an intake form that goes out to multiple people to review and respond with two things: 1) is their area impacted, and 2) if yes, who will be assigned? If they know they are impacted but do not yet know who will be assigned, they can't go back to input the information once known. Any ideas how to get around…
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Conditionally & automatically linking to a new file path once previous action is complete
Relative SmartSheet notice, so will do my best to articulate what I'm trying to achieve! Prior to final approval, we will be working from a work in progress Sharepoint hosted file. Once that WIP file is confirmed as approved, I would then like for the all subsequent file links to point to the location of the approved file…
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New Sheet taking data from Sheet summary report
I was trying to get my Sheet summary report into power BI so I can create a dashboard, however it is not possible… so I thought about a workaround I was thinking about some option in which I can create a new sheet from this sheet summary report, something that maybe could get updated/refreshed every time a new line gets…