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Weekly/Monthly Status Reports
Hello smarties! I hope you all are doing well. I have a new situation that I wanted to start with you all to see how you would handle. I have a new situation where we need to supply a Weekly/Monthly Status Report. I know that I could build this in a dashboard (I also plan to do this) however is there a way to "save" or…
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Contact Columns ≠ Consistent Data
The Core Issue with Contact Columns Smartsheet Contact columns are fundamentally not reliable because they don’t represent people consistently. The same person can appear as a name in one place and an email address in another, depending on user status, permissions, ownership, or whether the data is viewed in a sheet,…
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How to make a Static Sheet Form for Multiple Cells?
Basically I have a questionnaire template for projects that I created that I need as a sheet to allow people to enter scoring rubrics and comments into a master sheet, but the projects need their own static sheet in each cell of the master sheet. Is there an easy way of doing this without having to create a million copies…
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Workflow weirdness - auto updating a Status
I'm experiencing something strange in a worksheet that has an item copied from one worksheet to another. The Status for the row that is copied into a worksheet is being updated to a "Work Denied" Status, but I DO NOT have any automation setup to do this. Is this a bug, or is there something I should check that I'm not…
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User clicks Sheet Name in report, takes them to incorrect row on source sheet
The problem: We built a report that pulls information from 6 other sheets in the workspace. When you click on the source sheet hyperlink in our "Sheet Name" column, the system is supposed to take you to that sheet, as well as to the specific row that the report was referencing. While this works for myself and most of our…
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Dynamic View Link Access for Non-Smartsheet Users
Hello, If I send a link to my contact list (using an automation workflow) of a dynamic view I created, will the contacts that that currently don't have a Smartsheets license be able to view that link?
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How do you create a dynamic list of unique values from multiple sheets?
I am trying to create a "level of effort" calculation where we compare the count of bidded, lost, and awarded projects against a specific criteria, which is often a dropdown column in the source sheet. I have tried using JOIN, COLLECT, and INDEX from at least a dozen posts in the Community but nothing has worked to date.…
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Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…
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Mysterious Date Changes... Dependencies and edays?
Hello, I've had a few users reach out to me today about seeing changes to their project plans, but no one went in to change dates. The activity log was clear of anyone specifically doing anything to affect the start and end dates. The recent user, after investigating her plan, had a predecessor (our dependency column) that…
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Anyone have a BRD Template?
Looking for a BRD template that someone may have built and wants to share.