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New Portfolio feature Question
We are using the new EAP feature called Portfolio to manage projects in Smartsheet. I want to try out some of the features in there such as report building across the entire portfolio, but I don't know where to access that feature. Specifically, I'm reading through the PDF documentation and on page 7 is shows that you can…
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Older than 3 years and Status set to Closed
I'm hoping I'm missing something obvious but, I haven't had luck doing this on my own so far and I'm hoping someone can help. I have a sheet I'd like to create a workflow on that when a status changes to 9 - Close Job as Complete and any of 3 date columns is older than 3 years to move the row to an archive sheet I set up.…
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How to Format Salesforce Date in Smartsheet for 30-Day Archiving Automation
Hi there, I have a sheet that pulls in Department Events via Data Shuttle from Salesforce. The issue is that I want events to archive off the sheet after 30 days. However, the date format coming in looks like this: 2026-03-16T00:00:00. Smartsheet automation doesn’t recognize this format. I tried creating a helper column to…
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Cross sheet formula to bring back name and count for that name
Hi All I have a sheet with bank names on it and each name appears multiple times in the same column and has a count for withdrawals against each row it appears in. I would like to bring the name across to another sheet once but add up the total count for withdrawals against that bank. Hoping someone could confirm the…
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Cell view history
Is there a way to display for one specific columns cell history display in another column for calculation purpose? I wanted to count each stage from one specific column by getting cell history in separate column to calculate duration. Thank you!
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Automation > Alert Someone
I create an Automation that alerts someone after criteria is met. Everyone is not receiving the email. Automation is also set to unrestricted. Any ides what could be happening here?
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Where is my Smartsheet Form User's Entry?
Missing Form Entry Help Needed. Here's my troubleshooting steps so far: Confirmed Link used is correct and it's entries land on the Form Smartsheet Confirmed no sheet filters or hidden columns Confirmed row entry nowhere on sheet, not on bottom Form shows "3 Submissions"
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Automation not sending emails
I have an automation set to run once a day. The sheet has two fields that are used that if checked it creates a PDF and attaches it to the row. This automation works great. The automation to send an email and attached the documents is not working. The email goes out and is associated with the correct row but the…
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I'd love to have a second row of headers
I don't even need them to be all that functional. Just be able to group Columns, allow me to open/close the entire group, and be able to use it in curly brackets to bring the entire group at once into a notification. Sorta like Parent rows, but for columns. It not only helps with speed of development, but also in the…
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Edit recurring report email
I set up a report to get emailed to a few people once a month. I would like to edit who is receiving this report, but I can't find the report schedule. I found a few posts about this but clicking on File—>Send as Attachment just allows me to set up a new schedule. Can anyone help?