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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…
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Time Indication and DATEONLY function
Hello, I have a few questions below regarding Smartsheet: We're utilizing Smartsheet to track start time and end time in a 24-hour clock to count the duration of some of the tasks we complete. How can I remove the time in "Created", I would only like to have the date. (photo 2) Question 1 Explanation below: I've noticed…
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Summary Sheet History
I have a summary sheet for my smartsheets. It contains several fields, including 3 fields that are updated weekly manually. I'd like to create an automated way to save the values of these manual fields ( Date, text, text ) so I can refer to them for historical purposes and evaluations. I can't find any way to do this. Any…
