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Approval Workflow
I have a approval workflow automation set up but am looking for a way to add comments to when the request is approved/denied without having to send another update request. Is this possible? I have it set to notify someone when a request has been submitted for approval. The user can review the request from the 'alert…
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Automatically create URL for new row
This discussion was created from comments split from: Possible to create a URL/Hyperlink for new item (Automatically)?.
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Project Task Due Dates based on Start Date or Go Live Date
Hi all, I found several similar questions/posts but not sure what would work best in my scenario. I am overhauling our Client Implementation process and we currently use a sheet for all project tasks that have a start and end dates, but currently it is a semi-manual process updating the dates. I will be adding "Due" dates…
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Help on how to insert a formula based on another cell criteria
I want to create a simple subtraction formula that will only be added to the cell if another cell is one of two text responses. I know I could do the subtraction as a column formula very easily but most cells in the column don't meet the need for this formula so come back as Unparseable which just looks awful. This is what…
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Rows Seemingly Moving by themselves
We have been using SmartSheets in our workshops for around 5 months now as a schedule but there is one issue we have not been able to figure out why it is doing it. The smartsheets I am referring to are schedules with parent rows as our "Job" and the children as steps within that job. We have an automatic locking on the…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Document Builder - Generating documents removing formatting
Hello, I'm fairly new to Smartsheet and have been learning as I go. The issue I am encountering is that when I Generate a document into a fillable PDF, I lose my line breaks and everything gets compressed into one paragraph. I have multi-line enabled for the PDF fields and have tried both Ctrl + Enter and CHAR(10) in the…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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View as Group Member
Is there any way to view reports as a specific group member? I'm running into issues where a report looks fine to me, but not all the rows are visible to stakeholders. It would be great if I had the ability to see what those with other permissions can see. Otherwise, troubleshooting gets pretty cumbersome.
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Copying Contacts into a Smartsheet Contact Column
When using the Salesforce Connector, there was an unintentional overwrite of cells in a contact column in my Smartsheet table. I have an exported file in Excel which has all the contact names (First and Last) that I could copy/paste into the Smartsheet contact column. I have tried copying this data in a group of column…
