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How can I connect project names to a project #?
I am looking for a better way besides individually making automations. That allows me to connect multiple project names using a drop-down list to a specific project number.
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Best practice / ideas for dealing with recurring task reminders
Hi, I'm creating a sheet which will contain a list of about 200 tasks. These tasks are all recurring, although not with the same frequencies. Some need to take place annually, some are quarterly, some monthly (and not always on the same day of the month). I need to create some way to track whether tasks have been completed…
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How can I set user input to trigger a workflow but not other changes?
I have built an inventory lending library for our staff. In my Inventory Checked Out Sheet, I have a contact field called Checkout Final. The person who is listed in that contact field can update the Checkout Final field to list someone else via a Dynamic View (e.g. when they are transferring a loan to a co-worker). I want…
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Email automations
On some sheets, I have automations set up. On these emails, the receiver sees: "MY NAME via Smartsheet" as the subject line. I think it is showing my name because I set up the automation or created the sheet. For automation emails (not comment emails), I don't want them to see my name. I'd rather them see "SHEET NAME via…
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Data Shuttle Not Adding Net New Entries
Hello! I have set up Data Shuttle with the intention that the PM on the project can attach the daily issue log she receives from our IT department and her sheet would be automatically updated. She document she receives from IT is an .xlsx spreadsheet. I noticed that with each new attachment, the existing data would be…
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Generate recurring exports to Microsoft Excel
Is there a way that I could setup an automated workflow where every month SmartSheet will export to Microsoft Excel? I know you can set up a recurring email with attachment (pdf or excel), but I need the MS excel to dump into a folder so another app could pick up that file to ETL it.
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Adding Condition to IF Statement
Hello! I have a smartsheet setup that is collecting data for an asset library. Part of the data is to assign ID numbers when specific values are met. I have 3 columns, I have a stock ID column that is populated manually with tock IDs. Then I have an internal ID column that is auto-populated via smartsheet when the stock ID…
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Autogenerate report every day without duplicates
I'd like to generate a report that updates every day with the tasks due in the next 7 days. Then, once that task is completed, it comes off the report. I've figure out how to get it off the report; just having an issue with the first part. I created an automation in the project plan to copy rows at a certain time every day…
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All cross sheet references randomly removed from sheet
Hey all, I have a weird issue. I have a sheet we use for our install calendar and randomly all the cross sheet references will be removed. This has only happened one time in November and again this Wednesday. I spoke with support and they said it might have to do with the automations but I'm not sure why the automations…
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Dynamic View Comment Emails
We use Dynamic View for our sales force and customer service reps. They each have their own respective view that is connected back to the main sheet. Our design department uses the main sheet to process incoming requests via a form. We have run into an issue with links in automated emails using the…
