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Automation Notifications
Hello, I created 3 different automation triggers for 3 different executive directors in my smartsheet. For example, an employee will fill out a form connected to the sheet, select which executive director needs to provide approval, then the automation will trigger to go to that executive. However, when testing the…
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Grey Circle for Rag Status
We are looking for a symbol - a grey circle - to use. Do you know if there is one available? The only circles we have found are these ones 🔴🟠🟡🟢🔵🟣⚫️⚪️🟤.
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Skills Assessment
Hi all, Thanks in advance for any help you can provide. I am looking to create a basic skills/competency assessment for a group of Managers. I have used the Smartsheet Employee Pulse Check template. I have modified the intake form and am getting the data through the dashboard as expected. My problem is that senior managers…
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Milestones (diamonds) in Gantt Charts
Hi, I have a Gantt Chart with the default start, finish, and duration columns. When I complete the start, finish dates as the same date, and also set the duration field to 0, the Gantt chart shows a block, not a diamond milestone symbol. How can I get Smartsheets, in Gantt Chart view, to show the diamond milestone icon and…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…
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Filter on sheets or report criteria
Can I create a filter on sheets or reports, which includes "assigned to" a certain individual and also, show the dependency line? If a Task is assigned to "A" and there is a dependency (Predecessor) on Line #5, then filter on A and show Line #5 also.
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When saving as new, automations not following new sheets?
I am wanting to know if anyone else is seeing this. When I save a folder to a new workspace, I first get an error saying I "You do not have access to this item - permission settings are preventing access to it, or it may have been deleted." This is even though I am the owner of both workspaces. I make sure to say the links…
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Dashboard Widget
Hello :) Does anyone know how to change the colours in the chart? Yellow is shown as blue, and red is yellow. I cannot find any options when I try to edit the widget. Thank you!
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Isn't it a challenge to add people to a group when they send an access request?
This discussion was created from comments split from: Using Groups to manage access.
