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Can I start multiple workflow in the same time and using same form?
I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i want to add multiple items in the same time and same form to approved(in item code column). How can it possible ? I tried multi select dropdown but workflow does not work.…
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Can an intake form populate more than just a new horizontal row in a sheet?
I have timeline templates built out in a cascading fashion (with parent and children relationships) using "workday" formulas and a holiday list. I'd like to start the timeline off with an intake form. The customer would enter the timeline type (telling smartsheet which template to pull) and then the start and end date of a…
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how can add multiple approval request in the same row and cell using workflow?
I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i can add multiple items in one time to approved(in item code column). How can it possible ? I tried multi select dropdown but workflow does not work. Thanks.
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Calculating Schedule Health - RYBG
Hello, I am a beginner Smartsheet user and I have listed my set of requirement to track my schedule health task. The requirements are based off % Complete and % Time Elapsed. Requirements below: Tasks that show status of “Complete” - Blue Status in progress, where the % Complete is greater than or equal to Time elapsed. -…
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Updating "master" task sheet status from six sub-project task sheets
I want to keep task sheets for six projects. I want them to feed to a "master" sheet. I have successfully created the automations to copy tasks as added to the six sheets to the master. Where I am struggling is in updating the master as tasks move from "new" to "in process" to "complete". I don't want to use an automation…
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What is the best way to connect "predecessors" in SmartSheets to Jira?
My dev team uses Jira, while the project team wants to use SmartSheets for Gannt charts, dashboards, etc. If we create tasks in Smartsheets through templates, how can we carry over "blocked tasks". In SmartSheets, we refer to it as a predecessor", while in Jira it would be a "linked task" as "blocked by". Any insights are…
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Example of Advanced Smartsheet Reporting & Interconnectivity
Hello, I have built a series of Smartsheet that collects data from 8 different sources and combines it into one easily accessible Dashboard that is interlinked with other Dashboards. We use forms to collect responses and store them in 6 Data Files. In addition we have a special Key File for each project, that tracks that…
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How to show names of issue submitters on dashboard?
I am tracking issues logged, and want to show the names of the ppl logging issues on a dashboard. I only want to show the name once, even if they've submitted multiple issues. Ideally this would appear as a list, with the name in one column and the number of issues they've logged in the column next to their name.
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Automatic Deletion
I am looking for a way to set up an automation for deleting rows in a sheet. My firm is unwilling to go through security testing right now and is wary of putting sensitive data on Smartsheet, but is wanting to use a form to collect the data. They propose that a notification is received when someone fills out a form and the…
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How to get a notification when only certain users have modified a sheet
Hi, I'd like to setup a workflow to get an alert but only when certain people have made a change to a sheet (around 75% of the users who have access to the sheet). I tried to setup a workflow to look at the 'modified by' column, hoping I could hand-pick the users based on this but I can only run this workflow when this…