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Automated import of data
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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How do you automate a status updates in smartsheet with IF formula?
My organization would like to automate the statuses in a project plan. Could we create an IF formula to accommodate this logic? Examples: If the start date is in the past and the percentage is 0%, put status in yellow If the percentage is 100%, put the status in green If the end date is past due, put the status in Red
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View form submissions in form format rather than sheet
Hello, I have an active form. The field descriptions built into the form are much more detailed than what can fit in the column titles due to character limits. Is there the functionality to view form submissions in the form format (rather than in the sheet)? In this case, requests go to a committee for review, so reviewing…
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Best approach to automate users having their own individual checklist for testing?
I have a project where an individual tester (end user) will need to complete their own checklist for testing a process. Each individual is assigned a role, so whatever role they are assigned is the template that they will use to checkoff items as tasks are completed. As seen in the screenshot above, we have an example of…
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Pulling data into a "master sheet"
Hello all, I am trying to pull select data from multiple sheets into one "master sheet", however I am struggling to find a working method. I am unable to use reports due to them not connecting with datashuttle. I have tried VLOOKUP, Copy Row automation, INDEX/MATCH and a few more but i can't get them to pull all of the…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Forms to Smartsheet Workflow
Hi, I'm trying to create a Smartsheet Form that collects issues relating to 4 different locations. In the Sheet, I have four different Rows associated with each location, that are the top of the task hierarchy. Within the forms there is a field to choose one of said locations. What I would like to happen is, when you input…
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How to automatically add a "Date+2 days" formula to a cell when a new row is added?
In our request tracking database, currently if a Date Requested is "in the past" and another condition is not met, the entire row turns red to alert us of a new request. This is great, except that sometimes the request comes in after hours, and first thing the next morning the row is red. This gives our clients the…
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How do I find an existing Workflow and remove it?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots