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My data shuttle filtering is not correct in upload
upload workflow runs perfectly, but the filter has projects less than 31st march 2025
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Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…
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Copying column to another sheet
Hi, I have a sheet that includes a calculation to update the value in a specific column in real time. We'd like to track the values over time (monthly) and are looking to automate the process of copying the column and pasting it to another sheet, so we'd be able to create a line graph that shows changes over time. I am…
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New Automations and Smoother Days Ahead!
I am looking forward to my workflow being easier here for myself and my whole department! I have learned so much from ENGAGE and can’t wait to apply it!
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Return blank when count total is zero
Can you give me a variation of this formula that delivers a blank if total counted is 0? I want to use it in forward months so I don't have to update the metrics sheet monthly, if possible. Thanks, Lisa I tried the IFERROR and IF(COUNTIFS( I could find but most deliver Incorrect Argument. =COUNTIFS({4Q2025 FPG thru Oct…
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Can form submitters update their form information w/o being shared to the sheet?
We have external sponsors submit information via a form. At the time of submission, they do not always have all the information needed. We need a way to send them reminders with their partially completed form and have them complete missing information without sharing the entire sheet with them. Is this even possible?
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Automation Help Please - Change Cell
Hello smartsheet community! I am basic familiarity with automations. I've created dozens, but they have all been fairly simple. Right now I am working on some automations for our project management templates, specifically our project plans to automatically when a task is delayed. I have created 3 separate automations…
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Data Shuttle to Power BI
I am working on a project for a client, where they want to have dashboards built out for data analytic purposes that update automatically. The client already invested money into data shuttle, so data is automatically going to pull from the different data sources. Given that Smartsheet dashboards have limited analytics…
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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…