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Hierarchy Drill Through Solutions?
I feed my sheets into Power BI (pre-formatted gantts) and I need to create a way to drill down through levels of a sheet's hierarchy. Ideally, at least 4 levels of the hierarchy, Great Grand Parent, Grand Parent, Parent, Child, if you will. I'd like to mimic the concept that's in MS Project, on the View tab, Data group,…
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Change cell value not working
Hey Community, I have a complex automation that is not working. The automation is triggered with any new or changed rows to look first at age, then vaccine status to determine if the person is up to date (per a definition built into the automation based on CMS guidelines). The picture below is the most simple of the logic.…
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Is it possible to match multiple values with in a single cell?
I'm sorry if this is long winded. I am creating a workflow process where a file will need to be emailed to multiple users at different locations. There is a drop down that lists the locations, in this example it's 3 separate locations, Portland, Minnesota, and Houston. I'd like to keep this drop down to allow multiple…
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How to add new rows to category in smartsheet via form?
Hello, i need a form through which new products will be added. How to put them in the right category? For example, a checkbox where they offer to choose a category, and which one you choose, the line goes to that one.
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Maintain Copy Row and Move Row target Sheet Links when Provisioning
If you create a toolkit for a blueprint and one of your automations includes copy/move row to another sheet in the toolkit - that target sheet does not get relinked when a new project is provisioned. Therefore after a project is provisioned you have to go into the automation and relink the target sheet. This is a very…
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Workflow not working
Hi all, We've put a workflow together (see picture attached). The plan is as follows: a volunteer fills out online form (see attached) and selects a community group (A, B or C) to support with current flooding issues.
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Dynamic Alert Email Automation
Is it possible to create a dynamic email alert automation that is driven by a Dropdown List column type such that the email content changes based on the row's cell selection from the drop down list? e.g. if Project milestone changes to Kick-off, the email alert is X and if the milestone status is Needs Assessment, the…
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New Taskbar Color for New Project
Hello All, I recently having been building up smartsheet for our agency and I had a questions about the taskbar colors. Right now I have a template that will be used for all new projects. The taskbar defaults to the light blue color. When coworkers use this template, I'd like the default color to be randomized so all…
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Form not auto-populating worksheet
Hi When someone has submitted a form, they've received the confirmation that it has been submitted but it is not showing on the worksheet, so the follow-up workflows have therefore not been triggered. Could this just be delayed in reaching the worksheet, or is there an error I need to find either in the form or the…
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When will Smartsheet be back with full functionality?
Hi! We have serious issues with Smartsheet. I can't add new rows with forms, automation / workflows doesn't work, notifications are not sent. For us it a total chaos as every job goes through smartsheet and now more than 20 people can't work. Please help. Thank you, Norbert