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Automation 'Copy to another sheet' doesn't work
I have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1. I've tried a couple of times and non of my rows are copied. To test it, I added to the same automation rule to not only copy my rows, but also send me a notification when this field…
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Adding Vimeo Showcase to an existing Dashboard (via the web content widget)...
I can add a Vimeo video successfully to an existing Smartsheet dashboard, however for some reason I cannot link a Vimeo Showcase in the same way? I get the following error message Invalid URL or embed code. URLs without https are also prevented. Select the link above to see what content is supported (which takes me here…
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Tableau Online
I have a license for Tableau Online and I created a Dynamic Dashboard in Tableau Desktop. When Shared the dashboard to create a Link and put it in Smartsheet always for user and password for tableau. How can I add a widget link of Tableau in Smartsheet Dashboard for my Smartsheet users without asking me the Tableau…
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Functionality of dashboard with Forms on it
Hi, Created 3 forms for doing employee reviews with underlying grid sheets. 1 form is an Employee Self Review, 1 Form Employee Selection, and 1 Form Reviewer Form. Idea is a employee fills out self review, then sits with manager. Manager opens dashboard, selects Employee from Employee Selection Form, then clicks submit.…
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If statement with dates
Hi there, I am trying to put a formula in a symbol column (Yes, Hold, No options) and want the formula to make the symbol for "Hold" if the due date is within 14 days of TODAY. This is the formula I have come up with but I am not getting the "Hold" portion =IF([Due Date]@row < TODAY(), "No", IF([Due Date]@row < TODAY(-14),…
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Trying to multiply 2 cells- one contains a long IF & VLOOKUP statement
I have the following problem. I am trying to multiply the value of two cells. One is a numeric value entered into a form the other is the answer to a nested IF ( VLOOKUP) formula. I keep getting and #INVALID VALUE error. I need the result to be a $ value that comes from the length of rental period selected multiplied by…
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Automated Workflow - Alert Notifications
Happy Friday SMEs! Is there a way to confirm an automated workflow "Alert" actioned properly. For example, when generating an "Update Request", you can validate if/when the request is completed by referencing the toolbar highlighted below --- Is there a similar feature (or mechanism) to track when/if "Alert" workflows are…
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Pasting Data Set
Hi, I have a large data set that I paste into Smartsheet from excel for a Dashboard to populate. When I paste some of the data in that's in 1 cell in excel Smartsheet is splitting it across multiple columns meaning I manually have to amend the data for those rows which is very time consuming.
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Dropdown in Report
Hi Everyone, I have a sheet with a dropdown column. I have created a report and I want the team to update the data from the report instead of the sheet as the sheet has over 500 rows and data has to be updated in some specific rows. But the dropdown option is not available in report. Am I missing something or is it not…
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automation with clock timer
Hello , Date column is not enough for automation updates/approvals and reminders , we need to send it conditioned on time formula ( clock ) . For example like to insert task time and and to create automated reminder / update or approval request that with condition based on time , like if the time is 1,2, 3 hours is less…