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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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Automation to Add Columns to Sheet Each Monday
Is there a way to set up an automatic function to copy a series of columns and paste them into the same sheet every Monday morning? We want to create a simple weekly schedule for our employees without going through the manual process of inserting rows before the previous week's schedule then duplicate the column titles.…
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Automation bug
When we duplicate a sheet via “Save as New…”, some automation are being modified or part of them are being deleted. For example:Original automation not he original sheet. The same automation, but on after saving the sheet with “Save as New…” This is one example of many. You can see that some of the options I selected…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…
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Email notification Lay out
Recently, I got an inquiry if there was any changes or update made in Smartsheet that made the lay out of the email notification change. Specially the Details part. It use to be on a vertical layout but recently we were seeing that it became horizontally. Is this a recent update with Smartsheet?
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Adding YTD totals without using Sheet Summary fields
I have a sheet the tracks manufacturing operations. Each year, I need to summarize YTD totals from the sheet. This is resulting in many sheet summary fields each year. As time goes on, I will run out of the limit of 200 fields. Is there a way to automate any of this, either with automation or having information go to…
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Dynamic view time-stamp issue
I am set up in CET, and I set up a dynamic view where the time stamp column (time created) in the sheet is transposed to the dynamic view with a +6 hrs. This is kind of inconvenient… is this an issue that can be resolved? e.g. 12:01 pm appears as 18:01 in the dynamic view vs. 12:01, 11:40 am appears as 17:40 in the dynamic…
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Creating child rows with form selections
Newbie here! I have created a form for marketing requests. One of the drop down fields is for Marketing Avenues with 13 possible selections. I would love to find a way to auto create child rows for each avenue selected under the parent project row so we are able to assign those to different people and keep up with each…
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Control Center Links and updating from report
I am using control center to create new projects and folders and linking to a Summary sheet. However I want to be able to create a report from the summary sheet and make updates to fields that will post back to the summary and the project. Is this possible? currently no matter what link option I use in the profile setup it…