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Simultaneous Update of Project and Review Sheets, for Non-Existent Projects, with one form
I am part of a Solution Architecture department that uses Smartsheet to track project reviews. Our workflow involves two Smartsheet sheets: a Master sheet for basic project information (project name, ID, contacts, status), and a Review sheet for detailed review data (review ID, review name, review type, project name, and…
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Proofing - Exporting Markup
Hello All, Is anyone aware of a way to export proofing comments and markup? Currently, I have to take screen shots of the file and the comments to compare with the previous version and use for archiving purposes. Thanks for the assist.
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ISCRITICAL is FALSE for a PARENT task with CHILD tasks that are on the critical path
I have a project plan where the child tasks are on the critical path with ISCRITICAL = TRUE, but for the parent task, ISCRITICAL = FALSE. Is this expected behavior? Context: It's a waterfall project. Only the child tasks have predecessors and successors so that the dates and duration for the parent task adjust when the…
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Be able to change finish date with automatic adjustment of duration or start dates
Once a project is scheduled using predecessors, Smartsheet automatically deleted the predecessors if someone manually changes a start (or finish?) date. Since we are trying to have team members be responsible for updating their tasks, it would be ideal if they could adjust their finish dates directly without the…
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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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Help with TIME() Formula
Hello, I am testing out the TIME() function and working on a formula to determine the amount of hours and minutes elapsed between a Start and Finish columns. I thought I had it figured out, however, I noticed that for my row that has a Start time of 3 pm and a Finish time of 5 pm, it was showing a time difference of "1…
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Sharing Contacts
We currently cannot share our contact list with other users. This is very cumbersome for our company. We use Smartsheet to create a punch list for our vendors. We need multiple users from our organization to enter in punch lists for peoples, however, since I cannot share my contact list with my colleagues, we end up having…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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What licensing is required for collaborators, commenters etc please?
Hi, I have searched but can't find a definitive answer. If I create a project plan in Smartsheet and want people to comment, update or collaborate in general, which of those need a paid license please? To clarify, in this scenario the creator of the plan would have a business license. Many thanks.