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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
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Hierarchy automation workflow - subtasks inheriting data from parents
In the automation workflows, we need an action that will allow us to drive hierarchy related automations. The obvious one that lots of people want is to simply inherit data from parents. Using formulas in the sheet view is possible, but it's limited and very clunky. I've attached a simple image showing what I would want.…
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Assistance Needed with Date Archiving Automation
Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows. I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving…
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Sequential Numbering Autopopulate Row
Hi all! I am trying to create a formula where every time I add a row, it aligns with the next number in the series. If it reaches a level 1 row however, the series goes to the next whole number. I wrote out manually what the numbers should be but I would like a formula to apply this automatically when i add a new row. Im…
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Populate Column With Unique Values From Another Sheet
Hi all! I have a sheet, where tasks are entered and assigned to employees. Every task belongs to a certain company, which is specified row by row (every row is another task), this describes the first sheet we'll call "Requests". I want to create another sheet to summarize the data of every task for every company, this…
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Concatenating values from two columns with 20 spaces between them
Hi guys, I have a task to concatenate two strings from two different columns with formula. The values are for example SEA129 and 01. What I want to achieve is a string which will look like this "SEA129 (20 blank spaces) 01" Has anybody encountered similar issue?
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When setting up alerts to send to MS Teams, Im getting the Approval required message
When setting up alerts to send to MS Teams, Im getting the Approval required message, May I know who does this goes to, is it the MS Teams Admin, MS Office admin, or Company Smartsheet Admin? And where can I find that?
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Total Hours with the same person assigned
I have created the below sheet. I am trying to total the hours used for rows matching "person" E.G In the first row "Richard Irwin @ FM" I'm looking to total the rows below Project Staffing that have Richard attached to it in the column "Person" Any ideas?
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Can I copy cells to another sheet without creating duplicates?
Hi everyone, I'm looking for some help with automation. STEP 1: I want to copy row data from one sheet ("Sheet A" for simplicity) to another sheet ("Sheet B") when a status column is changed to green. STEP 2: I ALSO want to copy row data from "Sheet A" to "Sheet B" when an attachment is added. By nature, STEP 2 will happen…
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Use Custom URL to add users to company account.
Use Case: 1. Account Discovery is enabled for company. 2. A user received a shared Smartsheet from a company Smartsheet owner. 3. User clicked on Smartsheet, and it sent him to main screen to create an account. 4. User created an account using his company email. 5. Smartsheet associated his account with the company. 6. A…