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how do you copy an old smartsheet
We track Time and Effort on Smartsheets. Once the form is filled out we need the Smartsheet to move on to the approver. Nothing is working like it did last year.
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Automate a pre-set format and conditional formatting when using "save as new" with an external sheet
From a sheet that is shared with me from an external company, I'd like to know if there's a way to "save as new" within one of my company's workspaces but have it automatically mapped with my pre-set conditional formatting and column setup that I would like to use. Currently with each sheet that I save as a new sheet, I…
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Control Center: Enhanced Global Updates
Feature Request: Enable Enhanced Global Updates for Projects in a Single Workspace Our organization, like many others, manages multiple projects within a single workspace to streamline collaboration and reduce administrative overhead. This approach avoids creating numerous workspaces, which would introduce complexity and…
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How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets. They are looking for functionality where: Users can…
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Workflow Automation print in PDF and/or export to Visio
Be able to print and/or export Workflow Automations in PDF and/or export to Visio. this would be used for document control and troubleshooting aid
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Automations Tracker
I have a workflow with nearly 40 automations, half of which are email-based requests for updates with various sets of triggers. While I know the automations work, due to months of testing, when our system went live to the institution, I became very worried that the automations wouldn't run and I'd have no idea whether or…
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Merged: We need an activity log for automations (especially emails sent)
This discussion has been merged.
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"Last Update" to look for last manual update, not last formula update
I currently have a column that counts how many days until the due date. Because this column formula utilizes "TODAY()", this means the column re-calculates every single day. Because of this, my "Last Updated" auto-fill column always lists today (or the last day I opened the sheet) as the time the rows were last updated. Is…
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How to Cascade Task List Updates Across Multiple Workshop Instnaces
We run workshops multiple times per year (e.g., quarterly). Each instance uses the same task list and are all on the same worksheet. If someone updates the list for one quarter (e.g., adds a new item to print) they have to manually update the list for every other quarter. Is there a way to cascade updates so that changes…