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Same subtasks for all projects..
Hi all, I'm new here, so sorry if the question's been asked before and I couldn't find the answer, but: I work on multiple projects at once, and they typically have the same group of tasks for each (I work in communications, and for every event (/project) I draft the same suite of products, and they get approved in the…
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Rows are not visible to users
I've created a workflow to move rows after specific criteria met, I ran the workflow to move rows to new sheet. All rows are vanished I see empty sheet now and moved rows are not visible in new sheet as well. I've requested backup from activities and reloaded the sheet but rows are not visible to the users. 'Snip 2&3' are…
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Is it possible to filter out submissions from a form based on if the email field?
Hello, I am learning smartsheets and am unable to find a way to do this. We have a form for one of our sheets so people can submit requests to my team. However, we want the requests to only come from our organization. The form obviously has an option to only allow submissions if they have a smartsheets login but that…
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Self-Update Solution - Enabling [outside] users to edit previously submitted content
If you host a set of records that "belong" to others, and you want them to be able to edit their records at any time, check out this dashboard as a seedbed of ideas for how you could achieve this. Please suggest other wording I could edit into in this title or entry to help people find this. I'm doubtful "self-update" is…
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Copy to another sheet workflow.
I need an automation to copy rows from Sheet A to Sheet B based on a change in value on Sheet C. I can't figure out how to get the automation to work since I am using a cross sheet formula to see the changed value on sheet C. The rows may need to be copied several times a day. I am running into problem because actions that…
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Parent Rows in Report
Hello, I have a made a current user report which shows only tasks where the current user needs to update. However I need the parent rows to show above the current user which may not be assigned to the same user. Is there any way to show parent rows in a report if there is filters that are applied which stop from parent…
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Sheet not coming up for workflow
I am trying to create an automation event that copies a row from my Order Tracker to my Shipping Tracker but none of my sheets are coming up for me to select where to copy to. At first I thought that it was because my Logistics Manager created the Shipping Tracker but I have edit permissions for that and also, none of my…
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Merged: Form to Modify Existing Row
This discussion has been merged.
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Evaluate Cell containing MESSAGE with fields for WORKFLOW NOTIFICATION ILO Literal Fields
Reference a cell with fields for a WORKFLOW NOTIFICAITON. This could store preset messages for Vlookup or Index/Match use in a helper cell. WORKFLOW NOTIFICAITON coul dthen reference the {{MESSAGE CELL}} and 'unwrap' or force evaluate the {{FIELDS}} in the cell prior to sending the message. Currently it literally returns…
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How do I get a alert sent daily when only one column is updated?
Needing a workflow that will send out a daily email with all rows that the priority has been changed. It doesn't matter if the other columns changed, but I need to know if the priority changed and I only want it once a day. Currently using Enterprise no additional add ons.
