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Removing duplicates by moving to another sheet
Hi, I have sheets A and B. Sheet A is set up that with a row that marks all duplicates as 2. I want to set up a formula that says, "If a column Duplicates is marked 2 and the customer information contains the word outdated, only move the first occurrence to Sheet B. " Leaving one copy of the duplicated on the sheet. Thank…
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Prevent Overwriting of "Handler" Column
Hello, We have a smartsheet for our support team to claim requests submitted. As of now, when a form is submitted- every member of the support team receives an alert. From there, one of them must enter the sheet and elect themselves to handle the request (dropdown field with their names). We've run in to an issue where…
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Metrics: Using the metrics template and metadata
I have the following setup: An Individual Project (Individual) A Dashboard Rolling Up Projects Assigned to an Individual (Program) A Dashboard Rolling Up All Projects (Portfolio) Each of the Individual, Program, and Portfolio has a metadata report and a metrics report Problem: I have to manually link the portfolio,…
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Team Vacation Planner - automation to notify if too many people are taking the same day off
Hi there! Is there any way smartsheet can set up an automation that if there are too many people taking the same day off it'll send an alert to me? I have a start date and end date column I also have another helper sheet with each day (excluding holiday, Saturday and Sunday) in each row and different departments as column.…
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Are you able to resend updates request that were triggered by an automation?
I have users that misplaced or lost their update request email in Outlook and they want me to re-send them the link to update their specific projects. I know I can do it manually per each project but that will take some time to resend those out. Looking for an easier way. Is this possible to resend the original email I…
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Record a date in deadline field when resource management is on
Hello all I have a request form that works great and I am using it for resource management as well. This means I have start date, deadline and duration. Initially when I receive a request I manually put the start date and deadline. Sometime my team finishes a task "early" and the workload will still show up in their…
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How to send 1 approval request email for multiple items?
Hello Smartsheet Community! I have a list of 40 items that I want to send to stakeholders to either approve or decline. This will be used as a voting system, where the items that get the most approvals advance to the next step in a process. When I have used the UPDATE request workflow in the past, the recipients got 1…
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Trigger a daily automation if a record doesn't exist
Hi there, Our warehouse leads use a smartsheet form to upload a document once a day, around noon. I want to have a notification sent to the manager of a warehouse if that warehouse didn't upload a file for that day. The sheet that the form is built on looks like this: DC is the warehouse number. The formula works for…
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Separate form submissions from reference data
I've imported a CSV File into Smartsheet that serves as my database repository for Form Fields. My Form is created on this sheet in order to reference data values within the grid for multi-select form responses, which are limited to the values provided. I would like for form submissions to land on a separate sheet as my…
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Due date automation - how can I do this?
I'm working on a project to automate the flow of processing between multiple staff, each task will have 1-3 days to process [due date] depending on the task. Is there a way to assign the due date through the automation process? I have it assigning when the previous person has completed their task, but I'm not seeing how to…
