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Manually run a workflow trigger
If I decide to create a workflow trigger (move rows to an archived inventory sheet), can I manually run the trigger? Will the workflow only work when new info is input and not capture the data previously entered before a workflow trigger was created? Seems to me that workflow triggers to work manually if needed since…
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Dynamic Default Date
I am trying to set up a default date within a form field to always be today's date + 5 days. For example, I am creating a marketing asset request form. I would like the review date field to default to a 5 day turnaround time, with the option for the requestor to modify the date if needed. Is there a way to do this?
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Unwanted upgrade Ads appearing - how to cancel ?
Dear all, we have a Business Plan and a huge number of employees use Smartsheet sheets. Why does few number of them are "spammed" with upgrade-messages and how can we cancel this ? Any idea would help. Thank you. KR Joerg
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Automation involving 2 rows
I have a sheet with a list of tasks that need to be done. Example: row1, checkbox, task name, who, start date, finish date row2, checkbox, task name, who, start date, finish date I would like to have the checkbox in row1 to trigger an alert to the who in row 2. Can someone share if this is possible and if so how should I…
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How to manage resource loading from a master sheet.
Hello, I trying to create a master sheet of a set of projects in order to help with resource loading questions. I can easily create a report that displays all the tasks for employee A vs employee B. I can create a report on all tasks across all selected projects with employees A-E. However, since we cannot use formulas in…
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Weekly updates when Trigger is set to "when a row is added or changed"
Good morning, I am trying to send a weekly report of changes on a sheet to a group of users. The best way I have found to do this is setting up the "Trigger" to be "When a row is added or changed", however when I do this my options are limited when it comes to when I want this workflow to run. If I select "Weekly", I do…
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Equipment Inventory Management
We currently do field work that requires different crews to use equipment from a common inventory. We have three pieces of equipment in inventory. I would like to be able to allow a crew to block off specific dates for that equipment, and show the remaining team members what dates are available to use. Essentially a check…
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Moving rows
I was wondering if we can move attachments within different rows in one SmartSheet (eg. an attachment was put by mistake to row 19 and we need to move it to row 25). Thank you!
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Why is my automation not working properly?
I set an automation to alert me about a date that would occur in "the next 30 days" but it didn't alert me until the date hit. What am I missing? Example, date was 10/31/20, automation set to alert when that date occurs in "the next 30 days". I got an alert on 10/31/20.
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Project planning for an Agile development
Hi, I would like to understand how do you prepare a project plan for an Agile software development. I understand that first the product backlog needs to be created containing the list of features/bug/enhancements that are needed for the release and subsequently during the Spring planning, the tickets are discussed with the…
