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smartsheet for Inventory Management
We have set up a basic inventory management sheet within smartsheet to better track our inventory. So far it's pretty basic, but hoping to expand. One issue I haven't found a solution for is automating the counts when we add or remove inventory from stock. I have a "Quantity on Hand" (QOH) column that we are currently…
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Automations after a status change
Hi, One of the things I'm using Smartsheets for is a "stocklist" of vehicles within our business. On this stocklist, we have the opportunity for sales execs to put vehicles on hold and depending on certain criteria, this can be for 24 hours, 48 hours, or 72 hours. This is actioned on request by managers, and we have a…
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Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…
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Dashboard Automation
Is it possible to set up a dashboard automation so the link to the dashboard is sent out daily?
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Lost of cell formatting (color, font type) in Alerts someone email
Dear users, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular font and…
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Automation still running after 100% complete
Hi All, I can't seem to figure out why I'm still getting automated reminders when lines are 100% complete. Can someone look at my rules and provide assistance?
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Can't see hidden fields in a current form.
A former coworker created a form and it's time to create a new one with new information. The old form clearly has hidden fields but don't show on the form when I try to edit it. I want to be able to use these hidden fields in the new form but can't see how they are being used currently. How do I see them in the existing…
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Can you run an Automated Workflow on a Dropdown List?
I have a dropdown list and I want to run a workflow off of it so when one option is selected it notifies a user. When I select that column in the Automated workflow, I don't see the dropdown options. Can someone help point me in the right direction? I have used Automated Workflows for years and seems like this should be…
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How can I auto-generate a report from a template?
Hello! I have a template that I use for new clients, and I'd like a report that generates for each new template I create - specific to that template. What I'd like it to look like is: A new copy of Sheet Template A is generated in Workspace X - we'll call it Sheet X A new report is automatically generated from Report…
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Project status synchronization between 2 sheets
I have 2 sheets (2 project trackers) and need to present the status in a "master" tracker based on a data from the "slave" one. The problem is that in the slave there could be couple (even 20) rows that are connected to the one project in the master file. They are connected via Project Name column. I need to somehow merge…