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Allow User to Expand the Text Box for Customize Messages in Automations
Please add the ability to expand the text box when writing text for a customized message that is part of an automation. In most software, this means an option to click on the bottom right corner of the box and drag it out to expand it. It is helpful to see the entire message when drafting it, and later when reviewing or…
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Copy parent row only
I have automation set up to copy rows marked as "key deliverables" in my project schedule into a separate, key deliverables status tracking log. Unfortunately, when a key deliverables row in the schedule is a parent row -- i.e., has subtasks under it -- the automation (rightfully) copies the parent row AND its child…
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Removing Total Row from Smartsheet Reports
I am creating several reports that subtotal financial information by various groups (i.e. revenue, numerous expense categories, EBIT etc.). I do not want the reports to display a total row that sums all the revenue, expenses, and profit as this is misleading. Does the functionality exist to turn this off?
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Automation adding contacts to a sheet from another (not dropdown)
For each project, we have a 'team list' sheet that shows up on the project dashboard. The team list uses cell links from our master employee list, so by entering the name, it automatically shows their phone number, department, etc. In theory, it should be updated at project kickoff and periodically throughout. It never…
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Auto sort
Checking if there's been any movement on having the sheets sort by data in a column as I see it's been requested since at least 2016. We have sheets that are sorted by a date that could be 2 days from the day entered or 12 months from the day entered. We also have a filter to hide past dates. Data is being entered via form…
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Merged: Select columns feature in "Move a row" automation
This discussion has been merged.
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Document Builder Multi Line Error
Hi Everyone, I am having an issue with Document Builder not populating my multi line text answers within the prefill able box. The final PDF document it generates, populates the answers in a single line. I have changed the properties in Adobe to be multi line texts as well, but it seems still be having the same issue. I…
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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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Any Ideas or feedback?
Hello Looking for ideas on automation solution and hoping someone here can help. Scenario: My utilizes Smartsheet as Workforce Management System. We support a contact center of around 1k agents. The various sheets\reports\dynamic vie\ automations that have built cover the full gambit of a WFM system including a roster,…
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How to Set Up Smartsheet Automation for Task Reminder Notifications?
Hi Smartsheet Community, I’m new to Smartsheet and trying to set up automated task reminders for a small project (~10 tasks/week). I want email notifications for due dates. Setup: Smartsheet Free Plan, basic sheet with task names and due dates. Steps Tried: Created a sheet with tasks and dates; manually sent reminders.…