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How do I archive a folder using a date.
Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Means close at my company), and has a date of 2024. The issue I'm having is that I am unable to get the Date Closed to work. I…
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Why isn't project manager working?
Hello everyone, We have our Control Center set up with the help of Smartsheet. When we set up Control Center we made a column titled "Project Lead". We decided that "Project Manager" was a better fit. We updated all columns and all the metadata to reflect this change. However, all we get is «Project Manager» to appear in…
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Profile Data Global Update to include inserting "Summary" row
We have one blueprint has over 370 projects and after 2 years in, our process changed and I need to add Summary row to one of the sheet. Currently we are unable to do this with Global update since Summary row did not existed before in this particular sheet.
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Archiving Rule in Control Center Not Working As Expected
I have several completed projects located in an intake sheet that I would like to archive. I created an archive rule for projects with a status of "Ready to Archive" to move to a separate workspace. I also checked other freeze & disable features for items. When I tested one project, the only thing that worked correctly was…
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Control Center & Multi-select dropdown
Hello. I'm looking for some feedback on a control center process we've built. We have an intake sheet with standard and optional department assets depending on intake data. To mark which assets we need to create, we have multiple columns with multi-select dropdowns for each asset by department name. What my goal was to…
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NEW! Automatic form relinking in dashboards when provisioning a new project from Control Center
Hi Community! We’ve launched automatic form relinking for dashboards. Previously, when a folder with a dashboard that has a form was provisioned in Control Center, form submissions continued to route to the original sheet instead of the new one. This release will introduce automatic relinking of forms in dashboards to the…
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Automation in Control Center Global Updates
Hello Smartsheet Developer, I have a sheet with an automation that copies rows to an archive sheet, which is part of the project blueprint assets. However, after provisioning a project, the automation copies rows to the base template instead of the provisioned archive sheet. This requires manually updating the automation…
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SCC Performance Improvement
We have almost 2400 projects and we run global updates for a hundred or more projects multiple times per week. Sometimes we run multiple global updates per day. The UI freezes after updating about 35 projects. This forces us to manually check the projects for completion even though the process keeps running. Running global…
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Link Resource Management "Phase" of a project to data in Smartsheet
It would be useful if a project's "phase" could come from a cell in Smartsheet so the phase of a project doesn't need to be updated in two different places. Example: A project moves from Planning to Execution. As a PMO Manager, I would like to be able to update that in the Smartsheet Portfolio Rollup Sheet for that…
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Is it expected behavior for "Blueprint Summary" Cell Links from an "Optional" template not to work?
Using Control Center, I am adding an "optional" sheet from the blueprint templates to some existing projects. While Control Center is then linking the identified "Blueprint Summary" fields from the newly added sheet to our metrics Rollup sheet….they don't actually function. Meaning they show a blue arrow as if they are…
