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Seeking advice on template sets.
I am new to Smartsheet and am hoping to get some advice on which template set would be best. My biggest concern is meeting the executive's requests. The executives are looking for a dashboard that shows an overview of the 20-25 projects that we will be running soon. Executives would like the dashboard to include project…
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Can you change which column data displays when in Calendar View?
The current column displaying is the Primary Column. Ideally, I'd like to show information from a column formatted as a drop down.
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How do I enter data into an existing row using a form?
How do I meet the following requirements? Using Request Tracker with Form Template - End user opens change request form - enters initial information related to the change being made. This begins a new record (row) which consists of the initial information provided through the form plus pre-defined "phases" .…
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Task that lasts the duration of the project
I have a task I want to track that lasts the duration of each project. However, since the start/end dates can't be formulas, I'm wondering if there's another way to set this up in my template?
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Comment Automations
Greetings, Smartsheet Jedis! Is there a way of setting up an automation that alerts "specific people" as well as a "contact in a cell" whenever a comment is made on a sheet WITHOUT sending an alert to the person that submitted the comment? We currently have an automation in play that pings everyone whenever a comment is…
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Comments Not Updating Immediately = Automations to Fail
Hello - why are my comments being posted 5 minutes behind..........causing the updated comment automation to fail? My comments show being posted 5 minutes behind causing my comment automation to fail?
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Pulling Status from another Smartsheet
Hi, what is the best method to pull the status update from a different Smartsheet? Our technical team has a Smartsheet of tasks and I'd like those tasks and the status be reflected on the overall project plan. However, I only want them to be required to update one Smartsheet. Recommendations greatly appreciated!
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Expired Assets - Workflow
Use Case We have assets where the usage has expired, and in BF they are marked as expired. My team though (guest users) need to see these assets at any time. They will review and determine is we should license again. How do agencies go about enabling this? This is a really important need for us. Also is there an automation…
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Require a number format
Is there a way to force input in a form to be in a specific number format? For example, require that a customer number be 10 digits, or an account number be XXXXXX-XXX?
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Finding the most recent entry
I am having issues finding the most recent update to my list of fleets. I have read about the Max(Collect()) function and don't quite get the result back that is needed. I get incorrect column value, incorrect funciton, etc. or when I have been able to get it to run I get back a 0 instead of an actual date. I have tried…