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Automation Infinite Loop Error
Hello, I created an automation so that my Status column automatically changes when my % Complete column changes. Basically, the automations are the following: If % Complete = 0% then Status = Not Started If % Complete > 1% and <99% then Status = In Progress If % Complete = 100% then Status = Complete My automation runs…
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Status reports
Has anyone figured out how to easily see overdue tasks in RM or how to pull a report? Side question: Are we any closer to have RM statuses sync to Smartsheet?
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Click-Through Capabilities for Smartsheet Calendar
When publishing a calendar from the Smartsheet Calendar widget to a dashboard, users can still slick through to a calendar list via the header in the calendar. There should be a way to "lock" the calendar view to a published dashboard that prevents users from clicking-through to other areas. This "locked" calendar should…
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Sum values from child rows automatically with formula while allowing manual data entry into child row cells
We have a project plan with resourcing allocation built in to it (hours and budget) Currently we have a column for Allocated Hours where we are having to manually enter the below formula into the parent rows. I have figured out a work around by having a secondary column that I have hidden to sum the hours from the child…
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Automated copy row to a new grid
When the automation copy row to new grid when the criteria is triggered; can we make a selection for only x amount of column to be copied and not all columns from the original gird?
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Seeking ideas and best practices for centralized intake form
The communications and marketing functions at our company recently all merged into one large team. We're now working on creating a new, centralized intake form to capture all incoming requests. However, several functions (e.g., employee comms, graphics, events) have existing Smartsheet forms that they've been using for…
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👋 Hello from Kentucky! | IT & Manufacturing PM
The Professional Side: I’m a Project Manager in the Manufacturing sector, where precision and timing are the heartbeat of everything we do. My journey started in general project management, but I’ve found my true "geek gear" in the IT and Security space. I’ve made Smartsheet my "single source of truth" for keeping…
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WorkApps person/gear icon
What does the person/gear icon mean when you add someone to a WorkApps Role? Is this an indication that they have a license?
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Timestamp Columns
Hi Smartsheet Community! 👋 I'm hoping to get some guidance on automatically capturing timestamps based on checkbox triggers. Here's my setup: I have a sheet with multiple checkbox columns, each representing a specific action: ✅ Receiving Call ✅ Insurance Approval ✅ Transfer What I'd like to achieve is having a dedicated…
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Portfolio Gate Reviews
I have 165 projects in the portfolio, each with 5 gates and ~120 steps in a project. As an example if a project has successfully passed gates 1&2 and is coming up on gate 3 review, I want to be able to see the rollup at the portfolio then "zoom in" to see the project plan details for a specific project and gate 3. With my…