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How to do a Status Indicator (RYG) roll up by Department?
I've created a project plan where every task has an automated formula to indicate the status (red, yellow or green ball). Each task also has a department associated with it. For example: Marketing department has 15 tasks that has various red/yellow/green status balls associated with each task. Is there any way where I can…
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Automated Workflow - omitting relevant sheet content in subject and body
Good morning Community! We currently have a solution with an automated workflow that runs on a schedule when a date is reached, at 7 am PST. We use INDEX Match that populates specific fields from a reference sheet that is generated through an API. Each night the API clears the reference sheet and repopulates the…
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how does an account transfer a copy/set of its smartsheets to another account?
Not another user, another account? I could only find existing answers for transfers from one user to another within a single account. Might have missed it.
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Is there anyway to determine what sheet a row was moved from?
Long story short, we had an employee leave under less than desirable circumstances, but they did create a few key automations. While I have been able to figure most of them out, I can't track down where one of them lives. I have the destination sheet where completed projects land, but I can't figure out where they are…
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Is there a way to remove all source sheets (to a report) at once?
Hello Smartsheet Community, Is there a way to remove all the source sheets at once other than delete them in the source sheet section one-by-one?
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Archiving without control centre
Hi all, I need help! If all my projects are in one workspace and I have my portfolio dashboards/reports coming from this workspace as source sheets.. how would I archive a project? without control centre Thx,
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Reactivating a sheet/form
One of my sheets reached its limit which caught me off guard. Before I could even try and move or delete some rows my form that was connected with it deactivated and now I cannot even open it. Is there a way to reactivate the form?
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Recently failed the Project Management Certification Exam and need support on the Executing section
Hi, I recently failed the Smartsheet Project Management Certification Exam, by two points! The weakest section was 'Executing'. Could you someone send me a link to the most helpful training in Smartsheet University, that will help me understand this section better to enable me to pass the exam next time round. Many thanks…
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Is it possible to use proofs with a Dynamic View?
I have created a Dynamic View to allow a set of reviewers access to certain rows in my sheet which have documents assoicated with the row that need to be reviewed, commented on and proofed. I wanted to use the new Proof functionality to allow the reviewers to comment in the document. How do I give the reviewers access to…
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Send notification only once
Hello Community, I have a problem with notifications and so far no workaround. I have a sheet that pulls all the information from other sheets so no manual entries are done in that list. If there is a new date in one column (project end date) the sheet should send a notification. Since the notification automation works…