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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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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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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…
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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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Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered in…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
