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Auto Reminders
Hello, We are setting up a workflow in smartsheet that once submitted via form, will flow from one approver to the next. There is no standard as for when the entries will be submitted. I need to set up a reminder for each approver so after 48 hours, if they have not approved, they receive a reminder that an action is…
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Update Request to Update Sheet Summary Fields
It would be nice to send an automation that requests an update to fields in the sheet summary.
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Archiving rows with formulas that reference other sheets
I've build a pretty large Smartsheet for tracking data yearly contracts for each of my 60-70 clients on therapy caseload with formulas in each row that reference other sheets and pull numbers from daily log forms. I need a simple process for archiving a row when the year contract is complete. I want to save a snapshot of…
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Data Shuttle Conditional Formatting?
Hi all, I had a chat with Pro Desk, and they couldn't come up with an answer for my question, so I'm turning to you all :) I have an Excel data source with project information that I receive every two weeks. One row = one project. One of three things could happen to this data source: Existing data updates Data is added as…
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How can we automate a quarterly email with Smartsheet content in the body?
We have a Smartsheet with some content that I would like to format in an email in such a way that recipients are able to act upon information without needing to look at the Smartsheet. We have a list of Key Users in a column who I would like to send an email each quarter. If possible, I would like to include the name of…
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Nested if helper column to set project size
Hi all, I am trying to create a nested if statement to set the project size to Small, Medium, or Large based on the estimated number of hours that project will take. This is what I have: =IF([Est Effort (Total Hrs)]@row = "30-120 (2-3 weeks)", "Small", IF([Est Effort (Total Hrs)@row = "120-320 (1-3 months)", "Medium",…
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Rouge Email Reminder from reminder@app.smartsheet.com
Hi everyone. I have automations set up for a sheet we've been using for some time now - several years. I will typically get Automations notifications from - automation@app.smartsheet.com I also get a notification from an email - reminder@app.smartsheet.com and for the life of me I can't figure out where this reminder is…
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How to put in exact dates when tasks have predecessors linked
I have all my tasks linked to predecessors so that dates adjust correctly, but I am now unable to change the date to something farther down the line unless I unlink everything. Does anyone have an idea of how to fix that? Thanks
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Is it possible to send ONLY an attachment as an alert?
Hello, Is it possible to send only an attachment as an alert WITHOUT the link to the sheet? I need to send them the file but do not want them to see or have access to the sheet at all. Please help, thanks!
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#NO MATCH due to Smartsheet bug
I received this message after submitting a ticket to Smartsheet. As there seems to be no end in sight I'm curious if anyone else is having the issue and if they have found any solutions to resolve it? ---------------- I'm from the Escalations team here at Smartsheet Support. I was looped in explaining that you are seeing…
