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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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Editing multiple update requests
Is there a way to filter/sort by rows with pending update requests or even mass delete all pending requests? Pulling together a list of pending requests for follow up as well as deleting all stale pending requests before the next automatic occurrence is a real pain!
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Changing Email due to employee quit
We have an employee that is no longer with the company and I need to change that email on his account. I can not figure out how to do this. Any help?
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Workflow to cancel an Update Request
Problem: I have a workflow that sends out an update request to the assigned individual for a task when that task moves into a "late" status. The goal is to get that person to go into the project plan and adjust the end date and or the status of the item. Many people make this change by editing the smartsheet directly…
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How to assure that a smartsheet calculates on opening, or recalculate on server
I have a smartsheet project with large number of tasks. For every task i calculate a "overdue - update" flag in a column formula , where i am comparing today's date calculated with today() function in a column formula with the finish date, and if stauts is not "complete" then the "overdue - update" flag is set. Problem,…
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Implement 'partial match' search on drop-down lists in Dynamic View so it works in same way as sheet
in a sheet - a drop-down list column with allow multiple values selected offers a 'partial match' text search capability so that typing words in the middle of a text string will result in a shortlist of options being shown. This is excellent. However - the same column when used in Dynamic View only provides an 'exact…
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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
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Update request in workflow not sending customized message
I have a workflow that is set to trigger every day and filters to all rows that are "past due". The action is to then request an update from the assigned person, with a long customized message with several of the columns from that row: However, rather than receiving the customized message with the pertinent information…
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Multiple Approvers from ever-changing approval list
My update request needs to go to all employees (approx 100). The list is always changing and it is not feasible to scroll through to double check each employee is still working here or verify new hires. It's also not feasible to click each employee for every new row in my spreadsheet. I tried forwarding an update request…
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Request to attached a file to a row without sharing its content
Hello, We are using SmartSheet to collect applicants' information, including references. Referees would receive an update request asking them to upload a reference letter for a specific applicant. However, by doing so, they would have access to other reference letters already uploaded into the same row. Is there a…
