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Programming with Smartsheets
Is there any way that I can use external programming to effect my Smartsheets. Is there an API that would let me right seperate programs to control my Smartsheets?
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Changing an auto-generated number in a cell
Hello, Is there a way to override, or edit, an auto-generated number? I have an intake project sheet that generates "Job #" as new requests come in from a form. Recently a 'new' request was submitted through our form, giving that request (or project) a new auto-generated "Job #". However, this request isn't actually new,…
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I need to use an IF / THEN formula to compare a cell from one column to a cell in another column
I could really use some help! Thank you in advance! My STATUS column has the following colored options available per cell: Red, Yellow, Green and Blue. I am looking to use the following IF / THEN statements: 1. In STATUS, if the DELIVERY DATE is within SEVEN (7) DAYS of the START DATE, the LIGHT is RED. Can the DELIVERY…
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Uncheck cell based on values in another sheet
Hi all, I have a workflow request. I am trying to get a checkbox to reset to unchecked based on a series of conditions in another sheet. The below screenshot is the first sheet in the workflow. In this example, the checkbox in the column “Needs Review” needs to be unchecked based on these conditions: 1. A Review Date (in…
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Can I get alert for update request in Microsoft teams? (not as a bot, but as in team's chat)
Hi All I am trying to send an update request via microsoft teams and I successfully set up a workflow. But, the problem is the link to update the request is only coming from a bot of smartsheet rather than into the team(group) created. Under group, it is giving just a message that this user made an update. Is there any way…
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Process flow that also includes daily task checklists
I am new to SmartSheet. I've developed a comprehensive process flow for our recruiting process. It has the tasks to be done, start/completion dates, who they are assigned to, and other steps. But there is one thing I can't figure out. Within the process, there are certain action items that need to be done on a daily basis.…
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How to configure direct message update requests in Microsoft Teams
Hi everyone, I've integrated Smartsheet with MS Teams and have successfully sent notifications to a channel. I would like to add Update Requests in Teams direct messages but am unsure how to get it to work, and am finding little useful information on how to do this in a step by step manner. All I see is direction to enable…
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How can I set a workflow/automation for subtasks?
Hello! We're currently trying to set a workflow so that a notification by e-mail is sent seven (7) days prior to the projected start and the projected finish. Our goal is that this reminder is also sent for the projected start and finish established for subtasks. Nonetheless, my experience so far has been that a…
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API Questions
Hello, I'm new to Smartsheet but an old hand at data analytics. We have a group using Smartsheet to manage their project data, and they have asked to have their data merged with other in-house databases to provide consistent reporting. We are looking at using the API to set up an automated process to read their sheets and…
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Add a Formula to a Cell Using Automations
Is it possible to add a formula to a cell using an automation? I attempted to do this using the Change cell value action, but it only adds the formula as text. The sheet does not recognize it as a formula even though I did start it with an "=". I'm trying to populate the value of a cell with data from a cell in the same…