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How do I find the ID of a Custom Field?
I am setting up a Bridge integration to pull a utilisation report from RM. The report i'm building needs to among others include filter on a custom field. In the configuration panel it tells me I need to add the ID of the custom field. Running the workflow with all the rest of the filters works as expected, so the issue is…
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Ability to use "&" in "My Smartsheet Contacts"
We currently can't use an ampersand "&" as the contact name in "My Smartsheet Contacts". At my company, we typically use ampersands to identify groups in distribution email lists. Some examples are Marketing and Trading or Transmission and Distribution. which are shortened to M&T or T&D. My current workaround is to use a…
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Sync Client between Smartsheet Project Sheet and Resource Management
Hello, Currently we are using Smartsheet and its integration with Resource Management. Projects are created in Smartsheet with a defined template and then they're imported on Resource Management. When the project is created in the first system, a lot of information are entered there, such as the Client. It would be very…
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Resource Management and Contact List
I have a project tracking sheet where the "Assigned To" field is a contact list. For the first row of the sheet, the Assigned To cell is calculated based on a Summary Sheet value (=[IT Contact]#). All the task level Assigned To values are then selected from the contact list from-down. This works fine until I turn on…
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API to set a contacts sheet column to a placeholder
Current, when using the smartsheet API, you can only set a sheet contact column to an email address. However, if the sheet is attached to a resource manager project, it needs to also allow setting to a RM placeholder.
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SUMIF(S), AND, IF, Checkbox formula functions
Hi brainstrust, I am trying to build a resource conflict formula(s) that deliver the end results of: If a project row has overlapping dates AND has the same resource type(s) selected (different columns with check boxes) as the date-conflict project rows, return a "conflict" result. AND If a project has a resource type(s)…
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Resource Management Panel "New" View
I know Smartsheet recently made an update to the RM Panel in that when you sheet is Connected it now renders a view like at the screenshot below. Is there a better way to visually show your sheet is connected? If we close out of that Green message at top? Maybe say "Your sheet is connected" somewhere so that it "always"…
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Allow Smartsheet Admins to prevent Resource Management project creation
With the new Workload Tracking feature in Smartsheet, users without a Resource Management license do not get prompted to "Create a New Project" vs. "Connect to an existing project" from Smartsheet. Instead, it automatically creates a new project in Smartsheet everytime. Additionally, unlinking then re-enabling Workload…
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Contact Automation - Resource Manager
Hello Community- I am trying to automate contacts into tasks based upon role using a metadata column for a timing plan vs. having to fill out each contact across 50+ milestones.... The problem is we use Smartsheet resource manager and the contact column does not allow formulas to grab the contact from the metadata column…
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New "Workload Features" creating projects in Resource Management
I noticed today that I have a bunch of new random projects in Resource Management - whose owners are users who don't have RM access. My best guess is that the new "Workload Features" are creating projects in RM whenever a user clicks on it. Is that correct? Here's the issue.... I have enough trouble keeping RM clean and…