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Automation template not working
I am trying to use the automation template in a work plan sheet, where when I change the project status column to "completed" the "% completed" changes to 100% on the row. I have even tried to reverse it, and say when % completed = 100% change project status to Completed. This seems like a very simple ask, and is a baked…
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Is there an ability to set re-occuring dates in the same row? Calendar/Gantt view
I have several rows on a sheet that have a set date/time each month (i.e. first Tuesday of each month). While i have the durations set for gantt view, I do not see an easy way to add additional dates for the same tracked item? Would I just need to have additional start and end date columns added for each month with a…
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check boxes aren't updating
Hi all, I send out 3 update requests on MWF. The only one that updates is the Monday one. W+F don't update so I don't have any follow-up. I know that they are clicking on the boxes bc I saw it happen. Boxes on the right are: working on it, done, need help. Working on it gets sent with the W update. Done is the Friday…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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I need an update request to include and item name and quantity, but only edit the qty.
I need to set up an weekly update request for supplies to update quantities. If I include both the "Item Name" and "Stock Quantity" columns in the request, both fields become editable. I need the item name to remain so the person doing the update knows which of the 98 items on the list they are updating. I tried locking…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Automated Email (Alert) Enhancements - rich text + cc recipients
In addition to being able to send alert emails with rich text formatting (bold, hyperlinking words, embedding images), and removing the source sheet link and "automatedmesssage" verbiage, it would be helpful to have the option to cc a recipient. I have a workflow for notifying an external party when a request is made, but…
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Comments Field for Automations
When creating an automation, it would be helpful to have a Comments field where you could add context on what the automation is doing, and why it is doing it. This is helpful when you have multiple people that manage the automations of a sheet. Automations are just a bunch of if/then statements like in coding. It would be…