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Sheet Quick Edit
Hello, This may already exist but... In my smartsheet, I have linkages to other sheets where information gets entered (call this sheet 1) and then summarized on my sheet (sheet 2). It would be convenient to edit sheet 1 from sheet 2 in some sort of pop-up window so I never have to leave my main sheet. Something like this…
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Populating Entire Columns Referencing Another Sheet
Hi all! Over the last week or so I have been trying to build a report that shows average tasks completed over a given 12 week period. So far I have been successful in creating the formulas for these, which have been working on dummy data. Now I would like to process live data from another sheet. Well ideally I would…
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Online Active Performance Monitor on sheets
I recently ran into a situation where important automated row moves were getting stuck for sometimes hours at a time, instead of moving immediately based on their automations trigger. The structure was: Automated Move Row 2, from the Intermediate Sheet to the Final Landing Sheet, was the one getting stuck. I had…
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Creating a Booking System with a Time Component
Hi everyone, I have the following asset booking system and received feedback that I should add a time component to it: Unfortunately, I haven't been able to get it to work correctly as, in the above screenshot, you can see that the booker is stating the asset is available when it is not. Additionally, the 'Assignee in…
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Lock a row (preventing editing) while row is open
Hi there, we have a scheduling Smartsheet that we're having some troubles with. Users are booking appointments in the below view, but since the row isn't locked out while this is happening, we're ending up with double-booking because two users overlap using the row. We have multiple people in the sheet, so if two people…
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Any easier way to find/remove inactive users from 'Automations' / recurring 'Send as attachment' ?
Minus opening each sheet, report or dashboard a deactivated user was "shared to", is there a more efficient way to find (and remove, ideally) their email from any 'Automations' and/or recurring 'Send as attachment' rules? Thanks!
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Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…
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How do I assign a contact list cell based on the value of a contact in another contact list row cell
I have a sheet that serves as a reservation system. It's based around a contact list row called "Resource". I have a 2nd contact list cell called "Who's Up Next". I want an automated workflow either based on time /date or triggered that will set "Resource" to "Who's up Next" and then clear "Who's Up Next" Right now seems…
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Setting Automated Alerts based on last modified date column
Hello team, I am looking to set up an automated alert based on the last modified date column within my sheet. The purpose being an alert sent out to my team on entries that have not been updated within the last 3 days. I have not found a way to do this and after searching the forums I also have not found an answer for…
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Why do attachments not work with Alerts?
I created an automated alert and selected the advanced columns to include the attachment but the recipient doesn't get the attachment. It works if I use an update request but I'm not really asking them to update anything. Should Attachments work with Alerts?
