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Use smartsheet data to generate a document that maintains fillable blanks for the recipient
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
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Sheet to Sheet Cell Updates
I have a sheet with a status column. I would like to have the statuses in that column automatically updated based on when users make their updates in three other sheets. I thought I could use a workflow but I don't want to update the full row from sheet to sheet, only the cells in the status column. What is the best way?
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Any solutions or workarounds to dropdown/cell-linking issues?
Hi everyone! It's a bit of a wall of text ahead, so apologies in advance and many thanks to anyone who dares read it. I’ve got a bit of a beast of a project I’m working through and I’m hoping y’all would be able to help me work out some of the pain points I’m running into. Some of them could probably be alleviated with…
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Need a solution to move some unique IDs from one sheet to another
Hello! I have a main intake sheet for my team to manage studies. Every time a new row is added, a unique identifier (for each unique study on this main intake sheet) is created. We have at least 3 different services that are listed on the main intake sheet. Each service a study team is requesting is marked with a checkmark…
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Sending individual emails via automation
Hello Smartsheet Community! We are running in to an issue when we have an automation set up to send out notifications. If the notifications are going to the same email address for more than one row, it groups them togeher, even when we use a placeholder in the subject line such as {{Client_ID}}. I have tested this with the…
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Merged: Form Management Automation for Activation or Deactivation
This discussion has been merged.
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Record Original Date
Hi, I'm trying to automatically record the first input in a cell (e.g. Project Start Date) in another cell (e.g. Original Project Start Date). Ideally, it'd be an automation that does this: If “Project Start Date” is changed and “Original Project Start Date” is blank, copy “Project Start Date” to “Original Project Start…
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Joining two columns together for rows that match criteria
Hello, I have a sheet with many columns from which I want to pull [Data]2 and [Data]20, in this format: "Data2 (Data20), Data2 (Data20),..." from another sheet. So far we have =IF(ISBLANK([Source1]@row), "", JOIN(COLLECT({Data2}, {Data5}, CONTAINS([Source1]@row, @cell), {Major/Minor}, "Major"), ", ")) And get Data2, Data2,…
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Networkdays/Workdays Excluding Holidays and Exceptions
Hello, I am having multiple issues with my calculations for NETWORKDAYS and WORKDAYS working in Smartsheets. I entered default holidays into the Non-Working Days (holiday, exceptions) box in the Account Administration field assuming that once I set up the holiday/exception dates Smartsheet would deduct these dates from the…
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Metric Sheet Automation
Hello there, Thanks in advance for the help. I have a lot of data sheets that I want to summarize in one metric sheet. The data will be grouped based on the "assigned to" column. Right now, if I add a new line to one of these sheets, I have to go into the metric sheet to manually add in a row under that appropriate…