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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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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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Reports: Add Filter Option for "Current Month"
I want the following filter on Reports to have an option that is "equal to current month"
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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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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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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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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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automation emails being sent as a single email instead of multiple.
We have a sheet we use for Development Projects, sometimes people submit support tickets there that we want to be able to easily forward to our ticketing system, Service Now. I have an automation setup to trigger on a checkbox being checked that sends an email to our ticketing system, which creates a ticket. The trouble…
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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Automated notifications summary
Hi, Is there a way to generate a summary of all of the automated notifications that are sent from a sheet? Some users are receiving the automated reminders and others are not as we are testing. I'd like to find a way to verify that they are being sent as intended. Essentially, ensuring that the training due and overdue…