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Graphs our of Report Data
In order to make it super easy to build graphs, they should also be allowed to source its data from Reports. Reports provide flexibility, filters and will normally accompany graphical data for some Dashboard audiences. Whatever data gets through the Report, it will show in the graph.
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How to automatically consolidate data from sheets in multiple workspaces into a single master sheet?
Hi Our structure is such that we create a new workspace for each project that we sign on. Within each workspace, lies a sheet with assignee name(s), department(s) and start/end dates for the project. We want to roll up the data from across all project workspaces into a single master resource tracking sheet, and keep adding…
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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Employee Reviews - Pulling & Averaging Category Scores
Hi all, thanks in advance for your assistance! I am working on building a new employee review process for my company and am caught up on one of the final steps. Here's where I am at: I have created an employee review form that individual managers will complete Each employee will have 3-5 reviewers The form submissions will…
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Automated Timestamp Capture for Status Changes
I would like to propose a function or automation that captures a timestamp specifically when changes occur in a designated column. For example, if the Status column changes from Pending to Completed, the system should automatically record the exact date and time of that change. The challenge with relying on the standard…
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License for Update Comments?
Hi! We have a project management team that has created a very thorough tracker through smartsheet so most meetings are very quick and to the point as it is but, I was wondering if we could be even more efficient if I have people that are completing the individual tasks comment on the line item to give their update ahead of…
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Replacement for Workspace and Sheet Sharing Reports for System Admins and Workspace Owners
Recently SmartSheet removed the Workspace Sharing Report as a viable option to audit workspaces and sheet shares. This impacts our auditing process heavily as it would now require an auditor to or Workspace owner to manually check each and ever entities file sharing tab to assure no one inappropriately shared out…
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Automatic AI Analysis
I use Smartsheet’s ‘Text and Summaries’ AI feature with the following prompt: “Using the Project Name, Overall Status, Scope Status, Timeline Status, Budget Status, and Status Comment, identify projects that are in trouble or trending to red and insert an explanation why.” After running the analysis, I paste the AI’s…
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AI Capability in Smartsheet Reports
I am able to use the AI functionality in Smartsheet worksheets but not in Smartsheet reports. I would love to be able to create a report and utilize AI functionality to analyze the data specified in the report that was created from a worksheet.
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Allow Admins to Disable AI
Administrators should be allowed, like most other SaaS platforms, to disable the use of AI functionality in the platform. Please make it an administrative control that we can manage as our organization does not allow the use of GenAI in SaaS platforms.