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Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
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Auto number risk column only adding till row 20 to another sheet reference
Dear reader, I came across a unique issue and need a help. I created a 'portfolio sheet' with list of projects in one column and a next column for Risk ID with text single line I created a separate sheet 'Risk register' with a dropdown of all the projects similar to the portfolio list and added a Risk ID column with #Auto…
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Why Portfolio Summary Sheet displaying duplicate rows?
I created a blueprint in Control Center and all was working fine until I updated some columns (adding more values for drop-down list and changing a column to a formula column) in the intake sheet. I think I must of done something that messed up the blueprint because now new provision projects are showing up twice on the…
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Automate create email that won't immediately send
I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email. The idea is that it would populate an email template based off the information in my Smartsheet to…
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Can I have just one cell automatically copy over from 1 sheet to others when a new row is added
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…
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Automated Workflow - omitting relevant sheet content in subject and body
Good morning Community! We currently have a solution with an automated workflow that runs on a schedule when a date is reached, at 7 am PST. We use INDEX Match that populates specific fields from a reference sheet that is generated through an API. Each night the API clears the reference sheet and repopulates the…
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Send notification only once
Hello Community, I have a problem with notifications and so far no workaround. I have a sheet that pulls all the information from other sheets so no manual entries are done in that list. If there is a new date in one column (project end date) the sheet should send a notification. Since the notification automation works…
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Starting from scratch.
Hello community! I am new to Smartsheet and I am trying to work on a my Hospitals volunteer databases to bringing the 3~4 different programs that we have running into Smartsheet. We have one for each of the following; volunteer onboarding/application tracking, annual learning, volunteer time and location tracking, and…
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Automation Workflow Step Through Mode
Create a mode that allows administrator to step through an automation workflow. Feature should allow stepping through one step at a time and being able to go back to the sheet to see the result to that point. Also provide method to select a point in the work flow to stop the workflow at a specific point while in this mode.…
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Automation Advanced Options
I was automating a sheet and "Please set the approval settings via 'Advanced Options' popped up before I could save it so I clicked into "Advanced Options", but even after editing them, it won't allow me to save it. I receive another pop up that says "Enter unique dropdown text values, and unique button text values" No…