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How can I use allocation % properly to create accurate durations?
Hi there, My consulting company uses Smartsheet heavily and has been using Resource Management to track budgets, hours, fees, and time entries. Within that, I've encountered a challenge and I'm hoping that you all can help. Example: Work item in project Smartsheet takes 16 hours, but the duration of the work item is 21…
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Find the source sheet of an automation email
Can anyone tell me how to find the source sheet of an automation email? An email was sent to someone in error which they forwarded to me but there is not enough information on the notification to identify which sheet is the source of the automation? There is an ID at the bottom of the notification, am I able to use that to…
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Remove limit of updated requests with placeholders in the text
Hi, currently, when you build workflows for update requests and use placeholders in the text, then you might run into a limit of 6 update requests. This limit comes into play, when the update requests are being sent to the same person at the same time. You can work around this with formulas and helpers… So Smartsheet,…
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"Record A Date" automation not working
I'm trying to set up a multitude of automations where, when the status of an item is clicked as "complete" it will auto-populate the date into a date column. I set up an automation for this function but when I go back into the sheet to test the function, it's not working. I previously set up a conditional format that…
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Auto Save Settings - Information
Hello Experts, When I am enabling this setting, will the Auto Save is applicable only for ? I am looking for similar solution in Microsoft excel saved in the SharePoint, Enabling the setting should work for all users.
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Diabiling Automations
Is there an easier way to disable all automatons at once if I have 41 rather than going through each one??
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Automation Workflow to send an Email after 2 Cells have been changed
Hi Everyone, I am using automation workflow to help send an email with various data after 2 cells have been changed. For context, these cells are in consecutive rows. Is there a way to use a workflow to send an email ONLY after both cells have been revised? Does Smartsheet have indexing capabilities to achieve this?…
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Add automation trigger "when update request is submitted"
It would be great if a user submitting an update request could trigger an automation. We have to create a separate checkbox to "resubmit request", but if the user forgets to check the box before submitting the update request, there is no feedback loop to the requester. It would be so much simpler and cleaner to have the…
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One sheet creation to trigger the creation of a second sheet
Response to Pro Desk 07270893 session. I have a form set up that creates an entry into a sheet. I am looking for when the form creates the entry into the sheet, to trigger a 2nd sheet (different sheet) and attach the 2nd sheet link in the attachments of the original sheet entry.
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Automations not kicking off when cell updated from a report
I have projects with automations that update a target cell after a source cell has been updated. Specifically: if % Complete = 100%, set Status to Complete. The automations work when I'm updating from within the project sheet. But when I update % Complete from my master report that aggregates all my projects, then I notice…
