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Automate label/ name addition in primary column
Hi, am new to Smartsheet. Right now I'm using Smartsheet to monitor a project on a weekly basis. I have 3 levels of label in the primary column - 1st : Project Title, 2nd Week label (Week 1, 2 ....). 3rd level is the actual activity with start, end dates, with dependencies. The date range within a week marker is based on a…
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Edit destination sheet when changes are made to a source sheet
My organization has multiple divisions working on several projects, so each division has their own project management sheet to track project timelines, tasks, budget, etc. I was hoping to have each division's sheet automatically update into a larger organization-wide project management sheet so our executive leadership can…
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Drop Down List assigning a score
I am trying to figure out the correct formula to execute an output I have created a Drop-Down list that the end user can select one or more options. Each question has an associated score with it (1 or 2). I want the output to generate the overall score and a background color in a separate column. I have it created in excel…
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Using automations to add to a cell.
Is there a way to use an automation to add a number to a cell? What I am trying to do is have 24 add to a cell at the beginning of every year. So that it is a running total. (Year one they have 24, next year it adds 24 more, 48, next year its 72, and so on, it just keeps adding 24 on jan 1.) This is for my companies sick…
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Assign an "item" to a new owner and delete the same item from other "owners/cells"
how i can do it, assign an "item" to a new owner and delete the same item from other "owners/cells", in an automated way, or in anothers words, there two conditions: -assign "equip" column to "owner" column -delete the same "item" from other cells in the "item" column example> i really appreciate any help.
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Automated Workflow...What is the best way to optimize the Update Request?
Hi, I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message: However, some users are not seeing the customized message, so they are unaware of the task…
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Include Previous Update Request Response in Current Update Request
Hi! This is my first question asked on the Smartsheet Community and I'm hoping someone can help me, because this would greatly help our users. My boss and I run the HR PMO for our company, and we use Smartsheet to collect project updates for all active projects in the HR portfolio. Updates are requested from what we call…
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Automated email not working
Hello! I'm know that this is going to end up being something easy but I can't see to make this work. I have a sheet that tallies ratings and gives a % of that rating towards the target. The column is setup as a text/number and has the number as a %. Once a week, I'd like an email to go out that lists any of the different…
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Direct link to status in automated email
Hi community, Is there a way to include a link in an automated email that allows the receiver to mark a task as complete directly from the email, without having to open the sheet? Thanks! Louisa
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Automation Help
Has anyone had an issue with automation? I did this and it turned ever cell in the column to Jun instead of just the ones with a 6 in it.
