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Live Link in Request and Update Automation
I have created a Request and update automation. In the customized message I include a field/column that includes a url using {{column name}}. When testing the automation, the url is a live link in the email message (this is great). The message ask the user to review/complete the linked release form (i.e., the embedded url)…
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Blocks for vacations
We use Dynamic View to report and schedule jobs for us (we don't use Resource Management). We don't use the calendar view as it would have too many assignments. I want to be able to put vacation times/blocks in so that my Ops manager will see the block as he schedules work weeks out.
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AUTOMATED SORTING
When writing an Automation, can I sort the contents of the sheet as part of the automation? I know this was NOT available for a long time, but I have read and heard that it is now available (Chat GPT thinks it is an available option), but I do not see Sort as an Action… Am I hearing rumors that aren't true? Or am I just…
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Using RM API to balance allocation
Has any utilized API to make changes to employees allocation percentage. I am developing a script that will recognize employees across multiple projects. When it see's that they have overlapping projects it will automatically balance out their timelines. Example Dylan McCord is overallocated on 2026-02-02–2026-03-02 TRs…
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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
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SmartSheet generated emails --can they be sent to company distribution lists or how might I make this happen?
Was researching in the community and seems like most the posts were a few years old and things change rapidly it seems. I need a way to send an informational email out to a specific group of people at my company without having them become members (change is hard, want to start slow). Right now I have a smartsheet that…
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Rule-Driven Column Visibility for Workflow-Based Sheets
Conditional Column Visibility Within Sheets (Dynamic Columns Based on Filed Selection) Forms in Smartsheet support conditional logic. However, the sheet interface itself does not currently support rules-based column behavior. We are requesting the ability to define logic that dynamically controls column visibility based on…
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Global/Regional Holidays feature
Dear Smartsheet Product Team, We would like to request enhancement to Resource Management (RM) to improve its functionality for global teams: Country-Specific Holidays Currently, any holiday added in RM applies to all resources company-wide, with no option to assign holidays to specific countries or groups. This limitation…
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Copying Partial Rows?
I have a triage sheet in which respondents indicate their big bucket needs. My idea was to set up separate 'big bucket' sheets and copy the rows to these sheets to trigger action by the responsible person who would also add additional information through unique columns on the big bucket sheets. I only want the part of the…
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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…