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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…
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Any way to create a URL from an external report to a Smartsheet with parameters?
Hello. I was hoping I could create a link to a Smartsheet and pass it filtering parameters based on content in the external reporting platform. Something like: https://app.smartsheet.com/sheets/123456789098765432?view=grid&someID=somevalue where this link would go to sheet 123456789098765432 and filter the results on…
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Using forms to update a sheet
Using a form to populate a sheet that is keeping track of new orders, step 1, as well as in process orders, steps 2,3 and 4. for previous orders that are not finished. If last minute orders for the day comes in, is there a way to update the sheet using the form or does this have to be manually or can the form be entered…
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SLOW everything runs very SLOW
smartsheet has a lot of features, and its not backed up with speed. we need speed, it's all smartsheet is about, stop telling us to minimize our sheets or use less conditional formulas, please start working on the speed for every features.
