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Timing Issue for Moving Row from Staging Sheet to Main Sheet
I'm building a workflow for our HR and Recruiting department to use to track job posting requisitions. If they check a box on the master sheet to repost the job again I am copying the row to a staging sheet, making a few cell updates to change values or clear values, then want to move it back to the master sheet as a new…
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Capture name of last associate to edit / close out a line
Hello, I need to know who worked a specific line in Smartsheet. I currently am using the "modify by" column type and a drop down list column with names. They both seem to be unreliable because the "modify by" column type changes when the line moves from the working sheet to the archive sheet and the drop down list column…
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Moving Sheets, Reports & Dashboards to a new Workspace
Hello - I have created several sheets, reports, dashboards, workflow automations and scheduled email reporting. If I move all of this to a new workspace, will everything still work the same or will I have to reconnect everything? Are there any best practices for backing up my work? Thank you!
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How do I set up a workflow to notify someone if a predecessor task has been completed?
I am currently trying to develop a project plan sheet, and I am wanting to be able to notify someone when the predecessor task was completed so they know they can start working. For example if John has to do a Data Source Identification and validation but he can't do it till Mark has converted and cleaned up the data I…
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Adding a standard document to ALL notifications from a sheet
We'd like to be able to automate email notifications to clients, but the information included in the email would need to include a standard document. Short of attaching the same document to each and every row of the sheet and adding it that way, is there some other way to do this more effectively? It's multiple pages of…
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How to send automated dashboards
Hello, I’ve created a dashboard on Smartsheet. How can I send the dashboard to clients and front line staff automatically once per day? I was sadly unsuccessful in seeing this option on the dashboard page Many thanks in advance!
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Tool to Automate Capture of Smartsheet Dashboards as Screenshots
Hi, I'm wondering if anyone uses any particular Google Chrome plugin to take (full page/full scroll) screenshots of Smartsheet Dashboards and, if there is any known way to automate screenshot of these dashboards and, if such a tool could save screenshots as a PDF somewhere Thanks, Cory
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Alert notifications as a cc function
Hello, I have an issue I have been trying to find a work around. I need to find a way to track or verify the alerts that go out based on the many many different automations I have setup. The alerts are being sent to a contact (not shared or collaborators) that is in a specific cell based on when a specific date or criteria…
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Automation is not looking at my Conditions - Checkbox
Hello, I am having an issue with my automations. This sheet is pretty simple, a date column is my trigger and it will shoot off the notification unless a checkbox is checked. The issue is, automations keep coming through despite the checkbox being checked in the sheet, however the email it sends shows the checkbox as…
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Highlight a cell that has not been changed in X days
I want to highlight a cell named "this week's progress" if it has not been edited in the past 8 days so the viewing audience will know it has potentially "stale" information in it. Ideally the cell would tint yellow after 8 days and red after 16 days. I just do not see a way to do this using conditional formatting or…
