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Does Smartsheet have a way to create a flow chart for account current pages?
Does Smartsheet have a tool that could map out the pages within my organizations Smartsheet. Like a work flow diagram that shows where the pages go, what reports link off these pages, what dashboards they are attached to etc. Maybe even what/who is linked to the Automation's. What automation's are included on the page and…
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Workflow and/or Formula for tallying daily asset inspection issues
We have daily asset inspections that are submitted via a form and I'd like to: Create a daily Workflow that will send only the assets that had an inspection issue on that date, as well as the issue description. (Columns are: Asset, inspection yes/no questions, and description of issue) . Rows are each date an asset…
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Hello to all. Will start sharing my experience soon
Hello to all. I am using Smartsheet since many years. So far I didn't share my experience with the community. This is about to change now. I plan to post regularly on these topics: - experience with Smartsheet in large industrial projects - tracking progress of projects - forecasting end dates of projects - using…
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Lock/Unlock a COLUMN when criteria are met
I have a sheet in which there are about a dozen columns. Looking for one of the columns (for each row) to be locked until certain criteria are met in a different column of that row.
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Functions for synchronizing Predecessors and Jira Issue Links
Hi everybody, I am currently trying to set up the smartsheet-Jira-integration. A lot of things really work great but there is one thing.. I want to have Smartsheet as the "leading tool" for handling of predecessors and therefore sync this information to Jira through the issue links field. To give a simple example, I used…
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SUM of Hours column
Hello, I have four columns: Task | Hours | Assigned to | Total hours The 'hours' column is how much time (hours) it will take to do the task, the 'assigned to' you can assign the task for more than one person. Now I need the 'total hours' column to show me how much time it will take for a task (example: Task1 takes 1 hour…
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Sheet to Sheet Cell Updates
I have a sheet with a status column. I would like to have the statuses in that column automatically updated based on when users make their updates in three other sheets. I thought I could use a workflow but I don't want to update the full row from sheet to sheet, only the cells in the status column. What is the best way?
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checking dates in two sheets
In smartsheet one sheet called Holidays have 3 colum Name start_date end_date jap 03/March/2023 05/March/2023 ALex 01/March/2023 02/March/2023 jap 19/March/2023 25/March/2023 other smart sheet called as class List having 4 colum Class CourseDate TeacherName Conflict math 02/March/2023 ALex False English 20/March/2023 jap…