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I'd like to generate a weekly report from smartsheet.
I use Smartsheet as a trouble ticket tracking tool and need to generate a weekly emailed open ticket status report that list selected fields from open tickets in the report. What is the best way to do that? I understand Smartsheet has a mechanism to do that.
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Report Grouping: custom sort order of groups
Current limitation: When grouping by a column in the report, I’m forced to choose either Ascending or Descending order. This prevents me from grouping without altering the original sort order based on another column. Request: Please allow grouping by a column without forcing a sort order on it. (Also would be great to…
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Automation Not Triggering On its Own When Trigger Criteria Met
Hi - I am using Smartsheet to manage our cutover plan for a software deployment. I have 2 columns that populate a Yes/No value automatically based on a formula calculation. Those columns are called 'Trigger Date' and 'Trigger Time Comparison'. The 'Trigger Time Comparison' is always the last column to flip to Yes, so I set…
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Quick question about submission not showing up on record
Hi all, Part of our workflow for documenting tasks is submitting a form to a supervisor, which they then will approve as completed. This has been done for months with no problems Today I submitted multiple of these, all of which said either "submitted" or "approved" like normal. However, two of them are blank, telling me…
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Can't Create a Single Grid Sheet anymore? Why did this change?
I am unable to easily create a grid sheet unless I do it through the Workspace panel. I used to be able to right-click anywhere in my sheets folder, for example, and add one, or hit the create button, which offered options. Now, the create option directs me to the same location as the left navigation, and there are so many…
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Customer Support Needed: Cannot Transfer Ownership on a Deactivated User
A user was deactivated before we transferred ownership of their items. Although the user is listed under "Deactivated", we're unable to transfer ownership because Smartsheet is saying they don't own any items (which is inaccurate based on an older report we downloaded). The email is also no longer active so we cannot…
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How to Automate Email to the Submitter?
I'm trying to set up an automation that will email the submitter once their request has been set to a status called "Approved". I made a Contact list column for the submitter to enter their own email, but when testing this automation, the submitter never got an email. Any help with this would be greatly appreciated!
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Contact Support Cases List should include SS Tech-Generated Cases
I looked for cases that were started with a phone call and was told that these do not appear in the Contact Support Cases list. The email gave the Case #, but all the updates have to occur through email instead of being updated in the portal. Would it be a quick fix to include both the cases started in the portal and those…
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Show Multi-Contacts with a JOIN(COLLECT(...) formula -- working, but not showing as contacts
I have a Directory Sheet ('Sheet 2 -- Directory': https://app.smartsheet.com/b/publish?EQBCT=a3e35afe3e02404692195182d00936a4) with a list of Teams, Departments, and Contacts. I want to pull the Contact(s) into another Sheet ('Sheet 1 -- Pull Into Sheet':…
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Help For Colorblind Folks
Good morning! I struggle with trying to pick the appropriate colors from the fill and text palettes due to red-green color blindness. Would it be possible to have a text bubble with the name of the color pop up when you mouse over each color in a palette in any area of the application? It would be a huge help when…
