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Work around for Data Shuttle not recognizing identical data
Hello! This is pretty hard to explain but I am hoping someone can help me with this dilemma: I am using Smartsheet to build a tracking system that monitors where field project workers are showing up on a weekly basis. I get the job addresses as a spreadsheet from another department. Since I am working with hundreds of…
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How to replace a blank field with contents from another
Hi Community I need help, I have an onboarding form where there are many addresses to be captured. The registered company address is mandatory The main address is optional on the form as only needs to be filled in if different from the registered address. That is great for the form but on the smartsheet I need both filled…
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Hour notification
Hi, When a user marks a row as in progress and it is still in progress 4 hours later. Is it possible to have the manager notified 4 hours after it was marked in progress and if it is still marked in progress.
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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
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Alert Workflow removing external link
Hi there, This may be a silly question as im just wrapping my head around smartsheet capabilities, however i have an alert workflow which triggers and the main goal is to provide a link to the correct sales landing page in my external website. As seen in the screenshots below i have created a dynamic link within the sheet…
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Form Automation with Entered Email Address
I am building a form for someone but instead of a contact list, they want users to fill in the email address for the staff in that field. They would also like to have the form notify the person whose email has been entered into the field that there was a request submitted. Can we do this without the Contact List option?…
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Daily Automated Report
I am a dead beginner with SmartSheets and I am self taught thus far so explain to me like I've never seen a computer before :) Our hospital holds daily huddles where each department reports out on questions specific to their unit (current paper form attached). I’ve created a sheet that includes all the questions to be…
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Duplicated Columns
Hi guys, I'm trying to copy rows from 3 sheets to another, whenever I'm copying rows from the third sheet its duplicating one of the columns at the end even when all columns in all the sheets are in the same order. Any suggestion to fix this? Thanks in advance,
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Personal Workflow Automation Library that sheets can reference as needed
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
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Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…