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Managing Change Requests on existing portfolio of projects
Situation: about 85 projects in a portfolio. As PMO, want a simple tool for project managers to submit change requests for major changes to their projects, principally to request a change to end date and provide a rationale for why the date needs to change. Ideally, a link from the project plan that allows a form pop-up to…
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Populate multiple metric sheets with cross-sheet formula(s)
I'm looking to improve how I've set up several metric sheets to make sure data is staying up-to-date. The components of the workflow are here: Sheet 1 = This is the reference sheet that is used in reporting. Our billing department uses it to track claims. It's a basic sheet with a simple automation that moves rows to an…
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Anyway we can automate SmartSheet to remove / delete rows.
I have a dump sheet that needs to be clear every day. Move row does not work, its adds another step into a simple task.
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Alerts Not Working
Hi, We have created an Assigned To field (Contact List property) and set up a workflow to alert the person in the assigned to field when rows are added. The alerts are not working though when we submit a test request. Is there something that we should be doing differently? Thanks, Ara
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Multiple workflows in one sheet
Hey all, I currently have a source sheet with information regarding students in our organization's program. The first image is a screenshot of the source sheet with each student as a row. The workflows I have created are meant to add each student to a sheet that corresponds with the grade and CC lead as each lead has a…
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Unable to change cell with using an automation
I am trying to create an automation that changes a cell when another cell changes. For example: When status column field changes to On Hold, the Health column field is to change to the yellow circle (symbols option). It does not give me the option to select the Health field. Does it have to do with being a symbol?
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Automated Workflow - Triggering Alerts to Emails in Column on Sheet
Hi There, I was setting up an automated workflow for one of my sheets but ran into an issue. I want to alert the person (whose email address is a data cell on the sheet) when the status of a cell has been changed to "Order Completed". The trigger conditions for the workflow are fine and make sense but how can I designate…
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Workflow Automation - Primary Column
I have renamed my Primary Column to 'Location Name'. In my workflow I would like to reference the Location Name in the subject line. My subject line reads {{Location Name}} - New Project The Location Name is not being transmitted in the email resulting from Workflow Automation. I have tried changing it to {{Primary}},…
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How do I create a workflow to record a date in the future?
I have created a workflow that will record a date once a request has been approved. However, now I need to create a workflow that will document a review date 1 year from the approval date. I can select the record a date option, but it will be the current date not 1 year from that date. Any assistance would be greatly…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…