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How to Implement Dynamic Dropdown among Two Sheets
A department wanted a way to take a unique list from a project column in one sheet and use that distinct listing as a dropdown for another sheet, which updated every hour. I currently run the below script from Python Anywhere on an hourly basis, and I have shared this script so that anyone else can use it as a template for…
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How do I dynamically update a dropdown list?
I want to create a multi-select dropdown list with all future dates and this will be sent out in a form. Currently, smartsheet only offers a date selector with one max date. I was wondering, is there a way to upload values into a dropdown through an API? Otherwise, can I upload values into a dropdown from another sheet?…
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Automatically add Child Sum to Rows
Hi there. I am working on several sheets that have a column called "Hours" which holds an hour estimate for task rows. I'd like for their parent rows to have a sum like "=sum(children())" so I can see how many hours are estimated for each project. My problem is that while I can manually set this for the rows, these sheets…
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Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Adding a PDF
I have a fillable PDF and want it automatically emailed when certain criteria are met in the sheet. Once emailed, recipients should be able to complete and reattach the PDF to the document. Is this possible? Our account includes all premium options, but I can't find how to do this.
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Copy Row Workflow Delaying 16 Hours
I have a simple "copy row" automation that is delaying execution. Most recently, it delayed 16 hours - it was supposed to complete one afternoon, but did not until the following morning. It is working out of a very busy project tracker, so I assume there are too many workflows happening at the same time. How am I able to…
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Best Practices for overall schedule deviation
I'm trying to find the best way to show the overall difference between the date the case was Started and Finished. ideally it would organize all opened and closed cases showing an overall schedule/performance
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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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Smartsheet as a Data Connector
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.