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Link to a sheet provided by another company
I am working with a vendor who also uses Smartsheet. They have provided a URL with their main grid/sheet. I would rather not have to cut and paste it into my own sheet, to capture updates. Is there a way I can reference their URL from within mine for join collects or other formulae? Thanks, Tim
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Workflow E-mail Notifications
Hello! I am working on a workflow automation but i am not receiving the Request Approval e-mail notification as expected. I put my email as the Director for testing purposes and selected All Fields in Advanced Options, plus to include the options Approved, Rejected buttons. Please see below the steps I did. To me it should…
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Consolidating Project Data
I am working on a project approval / tracking process that includes multiple projects, each with a separate folder. Each project includes a financial plan sheet that lists spend by period, 24 periods in total. Columns are labelled P1-P24. Based on the start date, there is a row that calculates the period (ex. P6 FY22), and…
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Update a row with a form
Hello everyone, Do you know if in Smartsheet when I fill a form, it is possible to update an existing row (with an ID key for example), instead of creating a new row ? Do you know also if there is a way to check if a row has been already created (with an ID key) to prevent for example a form user from creating a row with…
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Notification when a specific task changes
Hi. I would like to configure workflows or notifications so that if something changes (say a conversation) in a particular task, then the people who are listed in the notification column will get an email notification. We are going to assign tasks to team members, so not everyone will want a notification when every task…
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Startdate on a Saturday (Oct 1, 2022) doesn't consider it's a non-working day
Dear All, I just tried to set up a project plan. Liked to put the start date on 1th of October 2022, because our contract with a customer states that projects start always right off on the 1th of a month. Didn't know it's a Saturday. But anyway ... 1th task in the project plan was "Project Kick-off"; duration 1 day. To my…
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Adding detailed information to a row / task
I have a column set up as "Notes" that I'm using to record all the details of that task. Eg., I'm running a software project so I need more info - it's a new feature, what are the features, what did the customer request, how do we intend to implement it? I.e., detailed info rather than simple notes etc. I can go to Card…
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Problem with text format in smartshet exports into excel
Hello, I have an issue when I export my smartsheet sheet into Excel using Data Shuttle. The excel that is generated has all the columns as text type , even the ones that only have numbers on it and I will like to know in which way I could have the columns with only text in smarsheet sheet as text format in the generated…
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Checklist within a cell in sheet.
Hi I'm setting up a sheet for some collogues. Its a task list sheet made in a grid view. But they really need a checklist that is within a cell in the task list sheet. Is it possible to make that in Smartsheet? both teams and trello has that option but we are trying to limit our use of different online systems. To keep…
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Difference between prerequisites and predecessors
When identifying prerequesites I have been "bundling" them as a predecessor column with various interpretations of "Start - Start", "Start - Finish", etc. Is this consistent with anyone's usage of prereq's to "translate" them into application with Gantt charts? Thanks!