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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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Need formula help
I'm trying to match info in another sheet and return a date column to the first sheet. I've tried a few things but keep getting errors. In Sheet A each row is a job number. I want to fill in the job completion date from Sheet B. It has many job number rows with different job types. The Job type column is Parent/Child. I'm…
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Incurred hours not showing for future dates within the same month
Hi everyone, We are using Smartsheet Resource Management for capacity planning, operational follow‑up, and monthly financial reporting, and we have a recurring challenge related to how Incurred Hours are handled in reports. We understand that incurred hours are date‑driven (past vs. future), and that this behavior is…
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Lookup Value and Count based on the input criteria
Hello Team, I am trying to bring a formula to look up a value and bring the corresponding counts. The input sheet will look for the "Date of" column and dynamically generate the Yesterday or Today value based on the formual i have written for "Yesterday/Today" column. There is a person going to enter #New Hires, #Leavers,…
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how do I record the date that a particular drop down option from another cell was last selected
how do I record the date that a particular drop down option from another cell was last selected. In this instance i want smart sheets to record the date that "4. waiting for customer response" was changed. I want to apply this automation to the whole sheet.
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Respond to a Smartsheet Automation e-mail (via e-mail)
I have an automation to alert someone if an item is assigned to them on a sheet. The email is received with the detail but the individual then has to go into Smartsheet to respond. If a user is tagged in a comment, that is emailed to them and they can reply to the email, which will land back in the Smartsheet conversation…
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Changes to license requirements for Editing
I have hundreds of hours in building sheets that link multiple teams. This was all done on the premise that we wouldn't need 100s of licenses for simple cell updates. All of a sudden I am getting bombarded by users saying they cant edit only to find out we now need licenses? I love the Smartsheet core product but this has…
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Where to find SheetID in the Table View
Hi there, How to find Sheet ID in the Table View as it is available in the properties in the Grid view?