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Smart Sheet & Resource Management - Functionality
I'm wondering if a) Smartsheet is working on the issue and b) if anyone has a workaround. I'd like to see the status of a task, as it's marked is RM connected to a column in Smart Sheet
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Update Requests included in separate Notification Automation
Hi! We have a sheet where team members are triggered to complete an Update Request when a line is assigned to them, which of course includes its own messaging. We also have a separate automation which sends out a weekly 'reminder' email for all assigned lines which have not been updated to a 'completed' status. My question…
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
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Bulk deactivation of automations
It would be incredibly useful to enable owners or admins to bulk deactivate automations within sheets. I'm currently having to manually deactivate 144 automations one by one!, the ability to 'select all' would be very useful when doing updates to my sheets.
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Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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2 part automation delay question?
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…
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Is there an ability to set re-occuring dates in the same row? Calendar/Gantt view
I have several rows on a sheet that have a set date/time each month (i.e. first Tuesday of each month). While i have the durations set for gantt view, I do not see an easy way to add additional dates for the same tracked item? Would I just need to have additional start and end date columns added for each month with a…
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check boxes aren't updating
Hi all, I send out 3 update requests on MWF. The only one that updates is the Monday one. W+F don't update so I don't have any follow-up. I know that they are clicking on the boxes bc I saw it happen. Boxes on the right are: working on it, done, need help. Working on it gets sent with the W update. Done is the Friday…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…