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Workflow Automation not working - change Status field to Complete
I'm using a sheet for a project plan. I have a % Complete column and a manual dropdown column for Status (options are Not Started, In Progress, Completed, At Risk, etc.). I want to change the Status column to "Complete" when the % Complete for a task is changed to 100%. Screenshot of my automation set-up is below. Can…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Smartsheet Automation Changing Data
We've recently experienced a single file category for several accounts that was changed when it shouldn't have been. Imagine out of 100 "Live" accounts, 20 of them were randomly changed to "Inactive." When I View the Cell History looking for the culprit, it tells me that it was changed by "Smartsheet Automation" and also…
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Are AI tools available for everyone?
Hi I recently saw the AI tools showcased on the Smartsheet website, but I can’t find them in my workspace. Are these features available to all users, or do they require a specific plan or additional payment to access? Additionally, could you please provide more information about the new features included with this…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Solve for Sending rows without Linking to Sheet
Hi! We have a project list that goes through our SteerCo for approvals on Wednesdays. I have an automation that sends all approval decisions from the meeting to the stakeholders following the meeting (set an hour after meeting conclusion). We have it set up so that only a couple admins can see the main sheet, all other…
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Critical path
So, I see that Smartsheet calculates the critical path in the Gantt chart. Hence, there is internal capability in the tool. Is there a possibility to create a Critical Path report based on the Smartsheet calculation? Rather than someone flagging the critical path activities.
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Why the dropdown menu is not searching for the first characther anymore?
Since a few days ago, the smartsheet started working differently. I used to write in a cell with dropdown menu the number "5" for example, and would show me the option "5 - built" straight away as first option. Now if I do the same, the first option that appears is "0.5 - waiting", this is really annoying because after…
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Row level Automation tracking
There should be a column option (like created by) that displays what automation last was applied to that row. You could see a history of what automations ran by using the cell history. This would require the use of automation ID's since the name/title of the automation could change. Automation ID's are assigned today, but…