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Managing Change Requests on existing portfolio of projects
Situation: about 85 projects in a portfolio. As PMO, want a simple tool for project managers to submit change requests for major changes to their projects, principally to request a change to end date and provide a rationale for why the date needs to change. Ideally, a link from the project plan that allows a form pop-up to…
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Issue with Smartsheet Cell Limit - Data Shuttle
I'm trying to use Data Shuttle to import data into a Sheet upon attachment of an Excel workbook to the same sheet. When I attempt to run this Data Shuttle, I am getting an error that I have exceeded the 500,000 cell limit. The parameters of my source Excel sheet are as follows: Cells: 401,668 Columns: 40 Rows: 10,280 I…
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Copy row for all columns before "Yes" Column
I am working on a project, and there will be MANY times that there will be multiple requests. This column is a dropdown with 2 options, "Yes" or "No". If the response is "Yes" I would like the data from that row, all columns PRIOR to that column copied to the next row. If the dropdown selection is "No" nothing is done.…
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Automatically linking different sheets to a master sheet?
Hi, I am trying to create a master sheet with information I need that pulls specific cell data from multiple different project sheets. I know I can use vlookup's and reference another sheet within them but I'm wondering if there is any way to create a template or workflow so that when a new project is added to the projects…
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Anyway we can automate SmartSheet to remove / delete rows.
I have a dump sheet that needs to be clear every day. Move row does not work, its adds another step into a simple task.
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Change Cell Value After 2 Weeks
Hello, After someone completes a task on my sheet it sends out an approval automation for the requestor to Approve or Deny the work that has been done before moving it to a completed sheet. Is it possible to make an automation that will change the Requestor Approval column status to Complete if the requestor does not do it…
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Assign People Automation
I'm using an Assign people automation to fill in contacts for several roles based on criteria or check boxes entered on a form. Each condition path should add a name to a different cell. It's only adding the first one. If I edit any cell and save, it adds the next one and so on. Attached screenshot. What am I missing? Is…
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Change Status Ball for Old Row Entry When New Entry of Same Name is Created
I have a sheet tracking facility access qualifications for contractors; I need to change the status ball for a previous entry when a new row is created of the same contractor. Basically, when "Ron Cook" has a new row entry, change the status ball on the previous "Ron Cook entry to trigger automation to move the old row to…
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Status Auto Fill if due date passes
I am trying to figure out how to have a "status" change to past due if the due date occurs and the status is not "complete." Is there a way to do this? Thank you!
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Automations
Hi, I have below automations set for a sheet that gets the values from another sheet by index(match) function, and that another sheet is being updated on a daily basis. As can be seen in this example, I'm trying to get only the newly received SOWs but couldn't quite manage to do it. I tried almost everything in the…