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"Alert Someone" Automation Inconsistently Working
For a couple years now, we have been using the Alert Someone notification when a "Test Status" column is updated to the phrase "Scheduled" from a dropdown. This has typically worked without a problem. In the last couple of weeks some notifications are sending when this condition is met and some are not. I can't figure out…
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Reports - filter with parent rows
like you can in sheets, can you filter in reports and allow to automatic add the parent row. We use the reports to get more specific off our schedule. This is because you can use filter group in reports that you can't in sheets.
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Schedule Baseline updates
Allow the update to baseline without using the start and finish columns. We are building out our schedule to be aggressive or realistic, but would like our baseline to be updated with dates that we choose. i.e. in our P6 schedule dates.
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Sheet Filters in Filter Groups
Add Filter groups (and and or) in sheets as you can do in reports.
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Reports - Print PDF with Groups
Be able to print in reports with the groups.
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Licensed users not showing up on User Roles and Reports
We pay for 113 licenses. 119 licenses are assigned, so 6 seats will be added this week to "true up". However only 103 users show up in my User Roles and Reports list that I can manage. The missing users would include 10 current members and 6 additional "true up" users. No users are in a pending state. There are no open…
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Sorting Activity log by Client Name / Internal Organization
When I access the activity log - it shows everyone who has accessed Smart Sheet in a specific Timeframe. Is there a way to filter to only show people who have accessed it that are in my Internal Organization? I tried using the collaborator field but it only lets me put in my email. When I put in other team members email…
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How to Format Salesforce Date in Smartsheet for 30-Day Archiving Automation
Hi there, I have a sheet that pulls in Department Events via Data Shuttle from Salesforce. The issue is that I want events to archive off the sheet after 30 days. However, the date format coming in looks like this: 2026-03-16T00:00:00. Smartsheet automation doesn’t recognize this format. I tried creating a helper column to…
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How Can I Combine Multiple Percentages Into One Cumulative Percentage?
I'm working on a project that has multiple components connected to the overall goal. To better know where we're at, I've created a done category to track progress in a percentage based on when a new box is checked. To accomplish this, I used the following formula: =ROUND(COUNTIF(Done3:Done8, 1) / (COUNTIFS(Done3:Done8, 0)…
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I'd love to have a second row of headers
I don't even need them to be all that functional. Just be able to group Columns, allow me to open/close the entire group, and be able to use it in curly brackets to bring the entire group at once into a notification. Sorta like Parent rows, but for columns. It not only helps with speed of development, but also in the…