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FORMULA: Conditionally Format Cells with Errors
This is unlikely possible with Smartsheet but I'd LOVE to be proven wrong :) I'm trying to Highlight Cells in the row that have errors. There might be one to twenty columns in that row with errors at any given time. Reason for it: One broken formula (or cell with bad data) can break several other formulas in that row. And…
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Adding a new project to a Main Roll-up
I started using the multi project portal. I will have new projects being added to the portal. How do I add new projects to the roll-up report?
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Multiple Conditional Pathways to One Action
Hello, I am trying to create a weekly digest to send out once a week with multiple criteria using automations/ workflows. I am running into a problem because I am having to create multiple pathways due to differing logic which is forcing me to enter different actions for each pathway. Although I know I could recreate the…
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How can I track inventory from orders that come through Formstack?
We are a tourism agency. We use Formstack to collect registration details from each traveler. We integrate the information into Smartsheet to track registration numbers (and other information) and to share the information with others easily. Sometimes we use a hotel with several different room types, but with limited…
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Assign approver option, or send notification?
This discussion was created from comments split from: Permissions for non-licensed users.
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End Date - Move End date on current task if task isn't complete
Hi I would like to have the fuctionality to see what the projected date of completion is going to be on my project based on the outstanding tasks. Currently when a end date is reached it doesn't move on so doesn't move the dependancies which means the overall project plan stays at the original baseline. The only way to…
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Approach to show open tasks for a closed program?
I make the call when I can close a program when I feel my value/work/engagement is no longer needed and/or when the tasks have transitioned into "business as usual". Thus, some of the open tasks are future dated. For example, I closed my program on 1/31, but there are open tasks by owner that future dated in Feb-July. How…
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DocuSign Integration/Generate Document Mapping Error
Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to use. These are the steps I take below: I go into Smartsheet > click on the survey sheet in question >click on the third row >…
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Automated email to Contact in a Cell
Hello, Is there a workaround to send an automated email (box check) to a contact in a cell, but its not a contact column, rather than a formula column? many thanks!
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Dashboard access issues
Hi all, I have a number of organisational dashboards set up. When I use the "only available to users on the same Smartsheet plan" publish option, I have constant access issues with colleagues not being able to open it and having to send requests, in spite of the fact that they are all in the account user list. Am I missing…
