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Retaining Email Messages as comments
Is there a way to retain email messages as comments, when they are sent directly from a row in Smartsheet? If not, this would be a great addition.
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Creating a PMO functionality
I have just been assigned the task of setting up the Project Management Office in my company. For now I need two things, firstly a project tracker for tracking and monitoring individual projects and then a master portfolio tracker where all the info that's updated in the individual trackers feed into. This master tracker…
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Multiple criteria for approval workflow
I need to create an approval workflow where 2 criteria need to be met but it seems the only option is "or" and not "and" (see screen shot). Is there a way to have an approval sent out only if both criteria are met?
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Resubscribe user to Automated Workflow
Hi This has been asked in a different way a couple of times. My user accidently unsubscribed to received email notifications. All the community posts say rebuilt the workflow - however, when I try to do that it gives me the following error: "All recipients have unsubscribed from this actions. Enter a valid recipient or…
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Workflow or Alarm
Hello all, I work in company established in Germany. So my english writing can confuse you. I am new here and want to ask a question regarding the workflow / alarm tool. The automated mails are linked to a formular or the receiver gets a link to the complete Project. Is it possible to link the alarm to a DashBoard? This is…
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Can a Dependency outcome be set to show an early or late value in production process?
Hi There, I am using my smartsheet to manage a production of furniture goods. I have set columns up for Start/ Finish/ Expected finish/ Duration/ and Delay to Expected finish. This will enable me to see where the delays are happening in the process and analyse where to improve. I have set the dependency between the…
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Capturing Approval Dates
I didn't see a solution to this anywhere, but I was wondering if there is an easy way to capture the approval date and put that date in another cell. I'd like to use this as a predecessor to another task, and if the approval is late, the other dates adjust. I want approvers to easily see how their delaying approval of a…
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Automation update request failed to work
Hi There It’s several days the I’m trying to create an automatic workflow without success. Flow explanation: I want smart sheet will sent an daily request to person (wrote in contact List…) to fill specifics cells in case it’s Blank. It’s look very simple but unfortunately it doesn’t work for me. I’m really thanks for…
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Recurring Alerts
I have several dates per task that need alerts. I would like to send alerts once/week until they check done. I would also like to display the undone tasks for next 3 months on their dashboard. Once they are done, remove tasks from dashboard. Can you please help me with out to set this up? Example Chicago, IL Lease (Task) 1…
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Sheet automation with a mix of relative dates and date ranges
Hello, One of our teams is using Smartsheet for team calendars, tracking things like time off, travel, working from home days, etc. Key notification criteria is based on start and/or end dates. Currently, their notification is setup to trigger when the start date is today. This doesn't catch when there is a date range…