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Approval Template
I need to perform QAR on a set of data cubes assigned to users in Smartsheet. With over 5,000 users, each having different managers listed in a separate column, a single manager might have around 15 to 20 users assigned to them. When I want these QARs reviewed by their respective managers, using the approval workflow…
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don't find Smartsheet in Teams desktop
a client of my organization told me that she can no longer find the Smartsheet application in Teams desktop/web, but it is found in the Android/Iphone versions, the application was authorized and available in Teams but it cannot be found more . I only see Smartsheet EU. Is this a problem on our side or a change that I am…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Merged: Workflows - Ordering/Sequencing
This discussion has been merged.
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Extracting text from a multi-select drop down column
I have an intake sheet where one of the fields is a multi-select drop down list. The values in the list are NUMBERS; TEST NAME. I want to be able to parse out just the number into a separate column in the intake sheet as someone submits it, so there'll be a populated column of Test Code Intake that has the NUMBERS; TEST…
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Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.
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Vendor management workflow
Hello, I am brand new to Smartsheets and it was honestly purchased for other reasons but I think I can use this to track about 300 vendor due diligence life cycle requests. We have a vendor solution but I need something to track and send requests out side of that system as no one but me really uses it. Does anyone use it…
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Copying a value from one column to another when triggered
Hello - I have a sheet that has a project start date column and an end date column. When the project is approved, I would like those dates to be copied into another column (as "start date" - "end date"), or if necessary, a two columns (one for each of the dates). Once the dates are copied, I do not want them to update…
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Sheet automation loop
I am looking to understand how to break a loop so I can fix something. We are trying to remove columns from a sheet, but the automations keep replacing them on connected sheets before we can get them deleted on the other side. Is there a way to export a configuration so we can see all of the connected sheets? Also, how can…
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Alert and Update Request in Same Workflow but Alert doesn't fire?
Hi All - maybe someone can spot what I'm missing here. I have an Automation that fires when our Admin sets a specific status column. When the value is "In Progress" it is supposed to send an Alert to the Requester, an Update Request to the Admin (or Admin and the Admin Backup) and then it sets a cell value (this step is…