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Workflow Automation
I am sure this scenario has been discussed elsewhere. However, I was not able to find it. I am trying to create a workflow using Web Forms. When an employee fills out a request in a Web Form I would like to automatically send that Web Form (with an additional dropdown field 'Yes'/'No') to the employee's supervisor for…
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Advanced Notifications options - add scheduled notifications.
I like the improved Notifications functionality and would like to add one more suggestion. Can you add a "Delivery" capability so that the frequency/Date/Time for the notification can be customized? This is similar to the existing functionality in SmartSheet Update Requests.
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Locking Cells/Columns in a Report
Hi Smartsheet - I recently created a series of report in smartsheets that pull specific pieces of information for departments so that managers can see their respective things and provide updates. However, unlike a regular sheet, where you can lock certain columns so as to prevent users from being able to edited field, we…
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Scheduled updates
Is there a plan to allow you to delete transferred owner ship tasks under the edit function? Scenario - I create 10 tasks to "owner 1" - Owner 1 requests for 2 tasks to be transferred to an new owner - I have to delete all scheduled updates for owner 1 - re-schedule, then build a new schedule for "owner 2" Under the edit…
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Send Update Request
Hello All I want to share an exciting SS discovery! I am currently doing the Smartsheet Project Management course. The send Update Request function will truly transform my work life. This option does not require the person being requested information to log into smartsheet to answer the specific questions I require…
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RYG Formula...
Looking for assistance. I am looking for a formula that adds the total number of individually RYG in a column that automatically populates a separate cell in a separate column. Any guidance would be appreciated. Thanks. - Erik
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Smartsheet for Work Order System
Hi everyone, New to Smartsheet - very excited about the capabilities. Wondering if anyone out there is utilizing the system as a Work Order System? We get batch work orders from our hardware's proprietary dashboard system via email (excel). I would like to drop these into Smartsheet - using perhaps the help desk ticket…
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Filtering Alerts
We use a sheet to keep track of documents in the review process. Is there a way to set a filtered alert so someone identified as a document reviewer gets notified when they have been added as a reviewer? Would also like to know ifthere is a way to filter an alert so that a user who uploaded a document for review only gets…
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Calculate due date based on start date + either 1 or 5 days
I need to calculate a investigation date which would be 5 days, unless the "foodborne Illness" cell is checked, inwhich case the investigation date is 1 day after the complaint date. This is for a complaint log I am putting together. I want to auto populate the deadline for the inspector to initiate the investigation. I…
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Including only the most recent comment.
Hi there, Within the "Print Setup" for .pdf reports, under "Options", "Include comments" checkbox....when selecting this checkbox it prints out the full set of comments which is fantastic but can make the report quite lengthy, especially over time. However is there a way, or is it possible in future upgrades to select an…
