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Ticket Tracker | Escalation steps after x days | days vs workdays
Hi, hope you can help me again with this issue? We build another ticket system f.e. for new letters coming from various authorities. Depending on importance we want to escalate the working process and send reminders to supervisors f.e. after 2/7/14 days But we need to set working day instead of normal day into the…
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Approval Request Workflow Hyperlink via Google Integration
Hello, Does anyone know how to include a hyperlink within an approval request workflow via Google Hangouts/Chat? The only solution I have come up with is including the URL into the comments section, but it is not clickable in chat, only email. Otherwise you have to copy and paste it. Thanks!
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Voting using Symbols Formula
I want to collect "votes" from multiple voters (columns Voter 1, Voter 2, Voter 3, Voter 4, Voter 5, Voter 6) using RYG Balls in a sheet. Each row represents an item that is received through a form that must be voted on. I have a "Tally Vote" column that I want to use as a summary of sorts to reflect status at a glance in…
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Form Link in Automation
Hi, I have a form that I created based off a sheet. I am wanting to send the link to the form in and automatic request from another sheet. What is the easiest way to accomplish this? Thank you!
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Restricting multiple entry in Forms
Hi Everyone, Is there a way to restrict multiple entry in the forms? Or any way I can set the validity of the form for a particular duration? Regards, Abhiraj Joshi
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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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Shall I send automated email to an outlook email group?
I need to send an email automatically to an outlook email group of my company when some change happen to my smart sheet. Is it possible in smart sheet? Even I tried it doesn't send email to that email group.
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…
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Can Workflow be shared with other users?
Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the all the future reports? So I don't need to create the workflow every time. It'd…
