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Approvals for multiple lines
I've seen this question asked a few times and I understand it isn't possible to set up a workflow to approve multiple lines as once, but a comment that has appeared as a workaround is to use a report to mark the lines as approved, declined, etc. I am relatively new to Smartsheet and don't understand how to make this work.…
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Simple RAG status
Hi all, I am looking to create a RAG status, based on start date of a task. Rules would be: If start date is over a week away, status is GREEN If it's within one week of the start date is YELLOW If start date is in the past is RED I also have 3 simple status options, so If status is set to "Complete" I would like the RAG…
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Hidden Columns in Reports - edit, print, send dialogues
Hi. i have built some reports off a large sheet where i have chosen to show only select columns related to the function of the report. I have also hidden some columns within the report. Yet when i use the Edit, Print, or Send dialogue boxes, all the columns from the main sheet are shown. Including the columns hidden in the…
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Multiple users and automated backups
If multiple users have access to the same sheets, what impact does that have on automated backups? It would not be desirable to have more than one person backing up a single smart sheet.
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Auto populate data and allow customers to update
Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would…
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Record a Date automation keeps updating to today's date.
I am using the "Record a Date" function to identify an Approval Date when the status of a request changes to "Approved." The automation does record the date once the status is changed. However, once the date is recorded, the automation continually updates the date to the current date. For example: If a request was approved…
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Columns do not line up if hidden if referencing 'in' from another sheet
Hello! I am referencing a single row of pertinent information into "Sheet #A, Master" from multiple other sheets "Content Sheet #b"; "Content Sheet #c"; "Content Sheet #d"; and so on. That works, but when I first build the link ALL of the columns in "Sheet #A, Master" need to be unhidden first. This is definitely a rich…
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Published Sheets : Column Names Not Displaying For Certain Embedded Sheets
Good afternoon Community :) I have question concerning sheets that I have embedded on my intranet page. I use (and publish) different sheets to my company's intranet page, and for some reason only one of the sheets reflect the column names. What is odd about this is that the sheet that shows the column name is the exact…
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Workflow automation - update requests
Hi, I need help. I have a workflow to send an automatic update request when a deadline is achived. The workflow is working perfect but I would like to send line by line and not all lines in same request. Anyone can help me to solve this? In addition i would like also to send an automatic e-mail when the first request is…
