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Sheet full Warning and Workflow Additions
We had an issue today that seems could have been avoided. All our project sheets have a cell for each row that can be checked by the user to remove the row if they do not want to use it. These rows are moved to our "Dump Sheet" via an automation workflow. sometime in the last couple of days, the Dump Sheet apparently…
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Converting Workflow Automations into Process Maps
Hi all, Long time listener, first time caller here. I was curious to see if this functionality exists in Smartsheet already or if anyone has figured out a best practice on the following... We have several Smartsheets that are deeply intrenched in workflow automation. As I work on process mapping and documentation for the…
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Predecessor with Calendar Days on One Item
When invoicing, we use a NET30 policy where the payment is due in 30 calendar days. The remainder of our project timeline functions in working days (Monday - Friday). I want the "receive payment" step (line 31) in our timeline to be dependent on the "send invoice" step (line 62) and to appear in the tasks when the invoice…
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PDF Not Generating For Certain Statuses
Hello, I have created a bunch of workflows that are supposed to generate a PDF when all fields under 'Status' column are selected. Some work, while some give me an 'unable to run' error. Looking into these workflows has yielded no insight on what could be wrong. Has anyone experienced something similar?
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Auto-populate emails on a "contact list" column
I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns ("Requestor Name") is in the Form where they type in their names. The "Requestor Name" column is a Contac List column. My issue here is, how can I have Smartsheet…
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Problem with Data Shuttle that is not accepting xlsx files?
Hi All, Anyone experienced problems with Data Shuttle that it is suddenly not accepting the xlsx files from One Drive anymore? From my side when I open the file itself the section "Protect/Unprotect" sheet under Review is greyed out. Could it be that this is due to Microsoft Information Protection that I'm not able anymore…
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Help for Status Change and Tracking
I am trying to create dashboard widgets from data that I am tracking. For this widget I am wanting to have a graph show the number of people in each status section I have listed: "Not Started", "In Progress" and "Completed". Each employee has an individual sheet with tasks listed along with corresponding start/end dates,…
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Workflows are unreliable. Anyone else having that problem?
I've had workflows that worked fine for almost a year. Now they fail. The workflow will move rows to another sheet at 4 am. Plus, I have a manual version of the same workflow. For a while it would work if I changed under 30 rows, but fail if I changed more than 30 rows. Then it was 20, then it was 1 (I could change one row…
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Can you copy specific rows to a new sheet without bringing over child rows?
We do our weekly reports (Good, Brutal Facts, and Help Needed) within SmartSheet (Have 5 levels of Hierarchy with "+" and "-" icons), and our process has gained traction with other teams. We are looking at how to scale our process to accommodate another level of leader (Currently goes from Managers -> Director and Director…
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RAID Log Date Value Locking per column when status changes
Hello everyone, I have tried to find the best answer for this but I see too many threads and different responses. If anyone could help as I am new to this. I am only looking to lock in a date value on 2 columns whenever there is a status change, from when an issue is raised and then resolved. I know there is a record a…
