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Automated - Otherwise - etc
I have three sets of dates in a worksheet. Initial Date, Completion Date and Closure Date. The Completion Date is often missed by personnel skipping steps, so i have added an "otherwise" condition with a Request an Update for this date. The initial condition is that this field must be filled in PRIOR to closure. But once…
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Using Contact List Column Type in Task List Forms
I made a recurring task list based on the template Smartsheet provides. I have tasks assigned to different contacts in a contact list column, and users enter new tasks through a webform. My issue comes when they enter the "Assigned To" name. Even if they type their name EXACTLY how it is on their account and in the current…
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Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
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Upcoming Release - Whats In It?
There is a new release coming. Yay! We were all just summarily notified of the upcoming release and the expected downtime. Any chance we can get a list of proposed changes included in the release? And please don't send me to the roadmap page with the generic message on releases and a copy of the release notes from the…
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Dynamic drop down list
Is it possible to link a drop down list to a query from another sheet column. For example It would be great to be able to have users select items from a list of the top ten sold items. This list would update as sale demand changes. or being able to only select items of a certain type based off another column.
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Updates via webform
I have a business rule list in SharePoint. When updates are needed, the change management process is managed in SS. Currently, the user has to tell us the ID number and name of the business rule manually. Lots of room for error. We would like to be able to pull the ID number from a drop down which then allows the data to…
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Formatting the Custom Message in an Alert
I would like to send an alert to each of my team members weekly at 2:00 pm on Thursdays. I created the form, and copied the URL. I created the Automated Workflow to send an alert to my team members, and include the URL in the Customized Message. When I tested this, the customized message, with three short paragraphs…
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recurring update requests
I setup a recurring update request workflow to send an update request out every other week on Monday Mornings at 10 am. It worked fine the first time around but it doesn't seem to work consistently. I assumed that every time it runs it goes through the sheet and finds all lines that match the criteria. Is that not what it…
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Joining the Results of Boxes Checked on a Form Entry (2 Solutions)
Edit: I had used numbers as my column names which in turn populated my first row. Another user made a good point that the number 1 in the first row will not actually duplicate my column name, but will read as "true" since it is a checkbox column. The column names and formulas have been updated to account for this. . I…
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How to test workflows
Hi everyone! I have a question, so I have workflows that should send out reminders/approvals two week prior to a certain day, but I am trying to test the workflow if it is working and the problem is that I have to wait every top of the hour because that is the only time it sends out the reminder,approvals. Is there another…
