-
Blocks for vacations
We use Dynamic View to report and schedule jobs for us (we don't use Resource Management). We don't use the calendar view as it would have too many assignments. I want to be able to put vacation times/blocks in so that my Ops manager will see the block as he schedules work weeks out.
-
Live Link in Request and Update Automation
I have created a Request and update automation. In the customized message I include a field/column that includes a url using {{column name}}. When testing the automation, the url is a live link in the email message (this is great). The message ask the user to review/complete the linked release form (i.e., the embedded url)…
-
Using RM API to balance allocation
Has any utilized API to make changes to employees allocation percentage. I am developing a script that will recognize employees across multiple projects. When it see's that they have overlapping projects it will automatically balance out their timelines. Example Dylan McCord is overallocated on 2026-02-02–2026-03-02 TRs…
-
Automation: Request an Update
I created a "Request and Update" automation. The custom message includes a url link that is included in a column cell. I used {{column name}}. This is working great. The link is live in the email message. However, when opening the request, the url is not live. Is there a way to make the url live in the request as well? Is…
-
Using INDEX/MATCH for a Master Sheet
Hi all, One way we use Smartsheet is to record real-time data that is then stored and referenced. I work at an aquarium so, for example, we will take daily measurements across multiple systems for things like temperature, salinity, pH, and on and on. The same parameters are tracked for all of our systems, but the thing is,…
-
Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
-
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…
-
AUTOMATED SORTING
When writing an Automation, can I sort the contents of the sheet as part of the automation? I know this was NOT available for a long time, but I have read and heard that it is now available (Chat GPT thinks it is an available option), but I do not see Sort as an Action… Am I hearing rumors that aren't true? Or am I just…
-
Merged: Custom Automation Templates
This discussion has been merged.
-
Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…