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Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
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Poor Man's Datamesh
Prior to getting Datamesh, I devised a solution to transfer data from one page to another, without having matching columns. This process uses an intermediary sheet. It's kind of a pain to set up, but it works well and requires little to no maintenance. I still find some very small use cases where this comes in handy.…
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Dynamic View is Empty
I have a dynamic view pulling from a Sheet. I have a formula on my Contacts column to only populate the rows that a person was approved to work. Will this affect how my Contact is used for Dynamic view? Because I set it up like normal and nothing is displaying for me. Sheet Dynamic View Settings. Pulling from correct…
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Moving from 2023 to 2024
In 2023, our data was recorded by regions which then produced a President's report and Dashboard. Beginning in 2024, the data will be recorded as one company and not by regions. My sheets were originally set up with the help of a Smartsheet Professional so I am not sure how the formulas in the background are set up and how…
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How can I include comments in a portfolio view?
I'm hoping to use Sheet Summaries on project plans to roll all project information into a portfolio report, but one thing that I need is a way to have a 'status update'. We use comments and the conversation tab heavily in project plans, so I can pull a 'latest comment' column, but I want to pull comments made for the…
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Duplicate Specific Number of Rows
We are giving people the option to say they need multiple of the same request so they don't have to fill the form out multiple times. Is there a way to have smartsheet (or connector) create a specific number of copies of rows? If they said they need 3 of the same request, we would want three line items.
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How do I clear content of a cell? Sheet from: Template Project Tracking and Rollup
Hi, I am new at Smartsheet. I am using the sheet in the template: Project Tracking and Rollup. When I add a column and with a checkbox or a date for an example, the checkbox is in every cell in that column, but some of my rows are main rows and therefore I want the cell to be empty. How do I remove the checkbox from a…
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How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that…
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Require a number format
Is there a way to force input in a form to be in a specific number format? For example, require that a customer number be 10 digits, or an account number be XXXXXX-XXX?
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Repeated Task
Hello all you wonderful SmartSheet users I am trying to find a way to represent a repeated task and the associated information (Start /finish Dates, Status, % complete) from the first time this task is completed. i.e. I have a drawing and its associated sub tasks. This drawing is a sub-task in a later drawing. As such, I…