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Managing dates
Hi SS Community! I have a feeling this maybe a simple answer, but I have looked on the internet with no resolve: I have "Project Plans" for each one of my projects. I use dependency settings. For dates I have Start Date, Due Date, ESTIMATED NUMBER OF DAYS TO COMPLETE, Estimated Completion Date and Complete Date (Record)…
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Including attachments in message only automations
I have created a message only automation (cannot include the link to the smartsheet) to be sent when a new row is added via a form. The form includes an upload of a document; however, when using a message only format for the automated email I am unable to include the attachments. Any help is appreciated!!
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Function() or @argument for "currently logged in user" for use in Sheet formulas
I would like there to be a function() or @argument (e.g., User() or @user, perhaps?) that I could use in Sheet formulas that would evaluate to the "currently logged in user". This would enable more flexible Filters in Sheets that could be supported by Helper columns for evaluating logic against multiple multi-select Person…
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Adding YTD totals without using Sheet Summary fields
I have a sheet the tracks manufacturing operations. Each year, I need to summarize YTD totals from the sheet. This is resulting in many sheet summary fields each year. As time goes on, I will run out of the limit of 200 fields. Is there a way to automate any of this, either with automation or having information go to…
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Adding date ranges to column headers
Hello Smartsheet Community, I saw something at the conference in November and I'm having a hard time remembering what it was called so that I can figure out how to use it, I think it was a "series". Here's my problem: I have several sheets that I am using to create "block based" schedules, each block is defined by dates,…
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Multiple update requests get condensed into one illegible email.
When a sheet sends a batch of update requests to a recipient (timing based on automation), they get condensed into one email. None of the pre-chosen columns from the various rows show up and the email is undecipherable. Neither the email subject or the content is helpful for identifying what it's asking for.
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Workflow Notifications for sub-subtasks
Hi, I set up a workflow notification to request updates on projects due today, or past due for an entire project sheet. But I would like to know how I can setup notifications only for the sub-subtasks row, if possible, without a helper column. Thanks!
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Extract Data from a replaced file in the Folder
Hello Team, I am currently using Data Mesh, to get the sheet updates from Sheet 1 (Source) to Sheet 2 (Target). Now, I am having a situation, where Sheet 1 (source) needs to be replaced on daily basis. The data mesh is unable to retrieve the replaced file. What is the solution Smartsheet can offer in this case ?
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Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…
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Reports: Add Filter Option for "Current Month"
I want the following filter on Reports to have an option that is "equal to current month"