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Auto Populate G702/703 from Schedule Sheet
Our accounting dept is wanting to auto populate g702/703 invoice form, for monthly billings, from project schedule sheet. Has anyone been able to complete this task or something similar within smart sheets? If so do you have any guidance you can provide? I am a bit stumped and feel notifications would work best but I am…
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Alerts to multiple users
Is it possible to send alerts to multiple users at same time, such that all the users are listed on the "To" section of the notification email.
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Conditional Sheet Population
Is it possible to use conditional formatting or formulas to suppress unnecessary tasks? And, if so, could Smartsheet adjust dependencies for removed tasks? For instance, we have a sheet to track product implementations; however, some products are not elected by a client and therefore we do not have to track their related…
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Is it possible to develop a task list from multiple source sheets through automation?
We are creating new courses and content for our LMS and we want to use a project sheet to track all the tasks associated with developing the course and its respective content from beginning to end. We have a handful of different "Learning Object" types that each have their own repeated tasks or activities to develop and…
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Suspicious E-mail From Automation
I set up and tested a workflow to notify me when a cell value changes. The notification showed up in my suspicious email filter (See snapshot below). What concerns me is it says Robin Curtis via Smartsheet and I do not recognize this person. Have any of you experienced such?
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How to best pull data from a matrixed sheet of dates and milestones into a project sheet?
I have a team that is updating date estimates in a large sheet. I'm looking to create a project sheet from that matrix/range. I'd like generate the sheet with links at the same time so that when the team revises dates in their sheet the project sheet updates as well. I don't want to have to manually create Column A entries…
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Cross Sheet Joining Automation
Hello Community, I am attempting to make a few helper sheets try to consolidate information into one row. Background: I have multiple sheets that have hundreds of parts/items from a range of vendors. I am hoping to implement a checkbox that initiates a purchase request next to each item. My initial stab at this is when…
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Auto create unique IDs for both Parent and Child Rows for Test Scripts
Help with logic for Test Script auto creation of the Test Case ID (Parent) and Step Number. Since this is Parent / Child the Column properties for auto / number system will not work. Step Number: I created formula to auto generate step number ID by looking at the Step Details column and if the cell in row has any text/data…
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Automatic Finish date and Finish time columns for a 3D Printer Sheet
Hello everyone, I am creating a sheet for my 3D Printer and I need some help as I am new in Smartsheet and in using functions. I want to make the "Finish Date" and "Finish Time" automatic, meaning once I input the Start date, start time and duration, the Finish date and finish time will automatically show when my 3d print…
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Data Shuttle - trigger workflows with new row in sheet
Evening all. Problem that I have is that I need a dynamic dropdown working between two sheets (i.e. values in column X in sheet 1 should be dropdown options in column Y in sheet 2). I've figured out how to do a workaround using Data Shuttle (offload workflow from sheet 1 to a Smartsheet attachment CSV, update dropdown in…
