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Data Validation Dropdown Lists - Simple Feature
I would like to make a list of all my organizations open projects on one sheet, then use that list for a "Dropdown List - column" on multiple other sheets so that the user can select the correct project from this list rather than enter it in free-hand (without reference). The "dropdown list" must be updated automatically…
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Send upbatched workflow update requests OR allow saving of each request separately
The inability to send unbatched update requests is something our org needs. Right now I can't send a workflow on a daily basis requesting a cell update because I need to include a placeholder. Putting those tags in the email would prevent batching, but also prevents me from running the workflow on anything except "when…
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Automated Email Format / Content
Hi there, I’m working on an automated email that I need to go to stakeholders once per month and cannot get to work. In short, I want a monthly series of emails to go out from a sheet. It should be one email per customer’s data rows, but the email goes directly to the salesperson (Contact column) and has *all* rows for…
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Subtract scheduled "Leave" hours from available hours to make utilization more accurate
Currently, leave hours scheduled are not subtracted from available hours. This skews the utilization calculation which is critical to our company's metrics. It is impractical to modify each user's profile for available hours every time a leave is scheduled. This should be an automatic calculation, or at least an admin…
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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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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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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…