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Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
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Quoting tool
I am trying to create a quoting tool for our fencing company. I need to add # of products + pricing and have a data field on the quoting form that calculates the total. Example: 50 Ft of fence at $10 = $500. Can i get that to calculate on the form? Trying to create a final quoting page to give customer. how do i do that?
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MS Project vs Smartsheet connectivity
I have a project that is run in MS Project (Desktop) on clients SharePoint, which we also want to have in our Smartsheet account so that we can track the progress and allocated resources, without duplicating efforts on updating both. I have found this can be done via Data Shuttle (which supports desktop version of MS)…
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Merged: Feature Request: Add Customization Options to Update Requests
This discussion has been merged.
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Force refresh of page if User uses back button on Browser
I would like to find out how I can force a page refresh if a user press the back arro / button on their browser
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APPROVAL SETTING VIA "ADVANCED OPTIONS" - APPROVAL WORKFLOW
Hi All, Need you support for the the issue. I was in the process of making an approval workflow for petty cash request, the problem was when i want to combine 2 different confirmation workflow by Requester to be appear in same column (Confirm), but mention notification like in the screenshot attached. The workflow consist…
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Automating Quarterly/Annual Reminders
I need to setup automations based on a contract date that will notify me on a monthly/quarterly/annual basis so I can process paperwork at the appropriate time. Ideally, I'd like to set it up to send an email 90 days before that date. I have columns for the initial contract date and the frequency (one for the word…
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Notifications appearing in Smartsheet, but not receiving notification email
Many on my team are receiving Smartsheet notifications in their Smartsheet alerts, but not receiving the notification email. Settings were checked and all boxes are checked to receive emails for any/all notifications. Can't figure out what else may be the hurdle here? Thank you!