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Feature Request: Allow Editing of Both Start Date and End Date in Update Requests
Currently, update requests only allow changes to Start Date and Duration when dependencies are enabled. The End Date (Finish Date) is locked and cannot be edited directly. I need the ability to modify both Start Date and End Date through update requests, without requiring users to access the full sheet. This would make…
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Request an Update sending multiple lines in 1 email
Greetings- I have a drop-down column where a staff member is emailed (request an update) if a row is marked as "assigned". If row 1,2,3 are assigned to the same staff member within a few mins, that staff member receives 1 email rather than 3 separate emails. We want each row to be a separate email so they can mark that row…
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Dynamic View Link Access for Non-Smartsheet Users
Hello, If I send a link to my contact list (using an automation workflow) of a dynamic view I created, will the contacts that that currently don't have a Smartsheets license be able to view that link?
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View Only account
Hi, I have paid my monthly fee and annual few but i still get a view only error
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"Alert Someone" Automation Inconsistently Working
For a couple years now, we have been using the Alert Someone notification when a "Test Status" column is updated to the phrase "Scheduled" from a dropdown. This has typically worked without a problem. In the last couple of weeks some notifications are sending when this condition is met and some are not. I can't figure out…
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Auto-populate parent/child rows in a separate sheet?
Hello! I was wondering if there was a way to have certain column data automatically transferred to another sheet. Once that data is transferred, I would like for that transferred data to automatically populate into an existing parent row (if the account name matches). Example: Sheet 1 is a request sheet that is auto filled…
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Date minus # of days to get new date
I am trying to have the Drop Dead column subtract 42 days from the Final Confirmation Date. I have the Drop Dead column setup as a Date Column and have tried doing this formula, but am getting an "Invalid Operation" error. Can anyone tell me what I am doing wrong? And thanks in advance.
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How to Format Salesforce Date in Smartsheet for 30-Day Archiving Automation
Hi there, I have a sheet that pulls in Department Events via Data Shuttle from Salesforce. The issue is that I want events to archive off the sheet after 30 days. However, the date format coming in looks like this: 2026-03-16T00:00:00. Smartsheet automation doesn’t recognize this format. I tried creating a helper column to…
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Automation not sending emails
I have an automation set to run once a day. The sheet has two fields that are used that if checked it creates a PDF and attaches it to the row. This automation works great. The automation to send an email and attached the documents is not working. The email goes out and is associated with the correct row but the…
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Assigning people to day task based on roster rotation and OOO calendar
I would like to automatically assign staff members to day tasks based on a team roster rotation, while accounting for out of office days. Every day, I may need 1-10 people assign to the day task. Is there a good template for such an exercise?