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How can I trigger an email notification from a sheet?
Several years ago I could trigger a Smartsheet email notification when the value in a cell changed. Under the current automation capability that doesn't seem possible anymore. I use automated workflows extensively and I trigger them from reports or from within a sheet that contains the workflows. What I'm trying to do now…
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Outlook Integration not installing
Inside of Outlook, I have clicked "Store Add-ins", found "Smartsheet for Outlook" and clicked that. I then clicked the blue "Add" button. This then briefly changes to "Adding..." then to "Added". When I go into my Outlook email list, there is no Smartsheet icon. When I go back into "Store Add-ins" and find "Smartsheet for…
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Update several sheets using a base report
I have 30 employees and they each have their own sheet/form to record time in SmartSheets, however, sometimes I have to update the data in that sheet and I have to go into each individual sheet to update it. Is there a way I can create one template and when that template gets updated, everyone's sheet gets updated with the…
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Checklists
If you run your schedule out of Smartsheet, how do you hand attaching checklists to certain tasks? For instance, we might want to add a Q/A checklist to a flooring installation task to check for items like finish, correct item installed, clean/well-done, etc. I would rather not add additional rows to the sheet to…
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Does the Project Plan have to be named "Project Plan"
Hi If I have multiple projects, is separate folders, does each project plan sheet have to have the same name, i.e. "Project Plan" in order for links to remain when a new project, project folder is added?
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Automation and Attachments
Hello! I am working on some workflows and one of them is to send a notification when a document is sent out. Cool, easy, not a problem. If this box is filled with this AND an attachment is added, send a notification. My question is if multiple attachments are added before the box is filled (over time, not at once) will…
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how to create a filter when the delivery due date "in the next 30 days"
I'm creating a new filter with 2 rules and one is for "has a delivery date in the next 30 days" All I am finding is actually dates on a calendar but not a way to select 30 days. What am I doing wrong??
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Pie/Donut Charts
I have a project summary report that gives me counts of project tasks by status in >50 project sheets. Ex: each project has summary fields for its row tasks like "Complete Count", "Not-Started Count".... My goal is to have a pie/donut chart on my dashboard to show an aggregation of counts from all of my projects. When I…
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Can you attach a URL to a form instead of a document?
I have a form where an attachment is required but we'd like that attachment to be a URL instead of a document; is this possible?
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Project Settings from Report Glitch
Curious if anyone has issues using the "Project Settings" button (small gear icon in the top right under the share button). We thought we can adjust the project settings for the Gantt view on a report (or does it adjust the project settings for the whole sheet)? Either way, when we click the icon nothing happens. After the…