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Smartsheet Expert
Hello, My name is Caylee Birkel; we have a cabinet design company in Nebraska that uses Business Smartsheet everyday and need help taking our Smartsheet needs to the next level. We don't want to upgrade our plan to anything higher than our existing plan. If you feel you can be of any assistance, we would love to hear from…
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Forward automation notifications when on vacation
Is there a way to have all automation generated notifications for user 1 be temporarily transferred to user 2 when user 1 is on vacation? We can do it by changing each automation workflow but this is not a good solution. Thank you, Neil
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How can the name of the approver auto populate into "approved by"?
We have a change order request form for our suppliers to use when requested a change in the design or scope of our projects. I have an automatic workflow to send the request for approval to our construction manager(s). When they approve (or deny) the request, the status changes to approved (or denied) .. but I cannot seem…
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Entry date/Payments
I have a sheet that tracks payments made by certain clients. When I add a new client that payment is due in June, the formulas are putting in automatically, payments that "should" have been paid in May. How do I make it so that the sheet won't calculate until the "entry date"?
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Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
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Auto number risk column only adding till row 20 to another sheet reference
Dear reader, I came across a unique issue and need a help. I created a 'portfolio sheet' with list of projects in one column and a next column for Risk ID with text single line I created a separate sheet 'Risk register' with a dropdown of all the projects similar to the portfolio list and added a Risk ID column with #Auto…
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Why Portfolio Summary Sheet displaying duplicate rows?
I created a blueprint in Control Center and all was working fine until I updated some columns (adding more values for drop-down list and changing a column to a formula column) in the intake sheet. I think I must of done something that messed up the blueprint because now new provision projects are showing up twice on the…
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Automate create email that won't immediately send
I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email. The idea is that it would populate an email template based off the information in my Smartsheet to…
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Can I have just one cell automatically copy over from 1 sheet to others when a new row is added
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…
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Automated Workflow - omitting relevant sheet content in subject and body
Good morning Community! We currently have a solution with an automated workflow that runs on a schedule when a date is reached, at 7 am PST. We use INDEX Match that populates specific fields from a reference sheet that is generated through an API. Each night the API clears the reference sheet and repopulates the…
