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Merged: Implementation of Data Shuttle-Workflow Folders for Enhanced Grouping
This discussion has been merged.
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Workflow workaround or product enhancement?
Hi everyone, I'm trying to create a multi-action workflow where a document is generated and then an email is sent with that document attached. I'm trying to sequence it in such a way that the attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…
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Smartsheet Metric Sheets Historical Reporting Help!
Hello! I have a use case I need some help with. I have a user who needs to create some reporting which basically takes a 'snapshot' of data at a given time, and then uses that for historical reporting in the future (e.g. total number of employees for a given week, then tracking that over time) See Screenshot for example…
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How to set up recurring task schedule for Payroll team?
Hello all! My company's Payroll team is seeking a task management solution to help them track recurring to-do's related to payroll processing. We are on a 24 period pay cycle (15th and last) and there are some tasks that need to happen every cycle, some that happen periodically or annually, as well as one-offs. They'd like…
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Automatisierungs-Workflows: Benachrichtigungen
Ich habe mir einen WF gebaut der mich bei Änderung einer Ampel informiert. Ändere ich zwischen zwei Speicherungen in 8 Zeilen die Ampel erhalte ich auch 8 E-Mail Benachrichtigungen. Ich möchte die Info über die Änderungen jedoch in nur EINER Mail erhalten. Eine stündliche/Tägliche Benachrichtigung ist nicht möglich.…
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Merged: Enhance Dynamic View with Grid, Calendar, Board, Gantt, and Card Views
This discussion has been merged.
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How to get the same name from two different sheets to populate a third cell based off their response
I have a sheet (Sheet 1) that is being populated with a person's information after they fill out a form. Smartsheet then sends out an email to that person through a workflow to follow-up with them. The email contains a smartsheet form that allows the person to put their name and follow-up answer. This is populating Sheet…
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Simple Automated workflow not working
Hello, I have seen some other posts on this issue, and the fixes listed didn't help me. I have tried to duplicate the workflow and delete the old one. I also want this to work in real time and I do not want to automate this to a certain time of day. The trigger is as simple as it gets. When any field within any row is…
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What happened to my critical path?!
Good morning Ss Community! I found some great answers, especially to this question: Why don't I see the critical path? — Smartsheet Community so I have already tried some of those suggestions: * sort by Start Date for chronological list of tasks helped the view but didn't fix my issue (see below for details) * task spans…
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Template from Engage Session
I was lucky enough to attend Engage this year in Seattle, and I attended the "Advanced power-user tips to up-level your Smartsheet experience" session. I was excited to use the template for Multi Entry Form that was provided via QR code from the session deck, however, it appears that at least one sheet is missing from this…