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Formatting Rows under Parents
Hi all, Is there a way of creating a formatting rule where if a category from a drop down menu is chosen, that row will move under a parent row? e.g. we are doing a protective workwear smartsheet, we would like to categorise things by type of PPE - 'hand and arm protection', 'face protection', 'skin protection' etc.; once…
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Allow Editors to select Approvers per line item
Hi, I'm trying to automate what is currently a manual process done by sending a PDF with 4-5 signature blocks out to various approvers via email. I have a Smartsheet that intakes form data from a submitter. At some point, that data needs to go through several layers of approval (supervisor, document owner, program owner),…
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Automated Workflows Not Triggering
I have a very simple automation - email trigger when status changed. I has worked for over a year but suddenly stopped. I have duplicated, edited and updated the workflow and no change. I did see mention of making sure your cells/rows were not at the maximum, but cannot find what that number is. We are over 1300…
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IF formula stops referencing columns after a certain point unless I manually type
I have a survey going to to people with 56 compliance rules. When the survey answers as "out of compliance" I have a rules column for each rule change that to a "1". Another column I've made have multiple selection options with the rule number and compliance issue. So Ideally when someone answers "out of compliance for…
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Can workflow emails appear to be coming from someone other than "Sheet Owner via Smartsheet?"
I am creating a process for multiple groups, but I need to retain ownership of the sheets. That said, the automated workflow emails need to appear to come from someone else in my organization. Is there a way to change this? Thank you!
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Calculating average time spent in each phase
I am looking to create a sheet that moves through our 5 stages of work and how much time is spent in each phase. What is the best way to go about this?
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At Risk Formula that utilizes end date and status columns only...
I am stumped. I have tried various formulas only for them to error. The closest I have come is the following but I am missing pieces. =IF([End Date]@row = "", 0, IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), 1)) BUT... I need it to do more: I need it to NOT USE % Complete I need it to flag at least 14 days prior…
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Alert workflow when item is in a given status for 10 days
Hi there -- I have a use case where I need to send a specific person an alert if a row's Status column has remained in the "Upcoming project" status for 10 days. Likewise, I need to send this same person an alert when a row's Status column has remained in the "v1 to ESG analyst" status for 10 days. I think I need to use a…
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Does a Slack Integration stay active when saving the original SmartSheet as a New SmartSheet
I have a Slack notification being sent for a specific row in my SmartSheet. It's a Template SmartSheet, so it gets "Saved as New" every time a new project is started. I'm noticing that the Slack notification seems to get de-activated on the new (project specific) SmartSheet I just saved/created off of the template…
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Is there a way to copy a single field to another sheet with Data Shuttle or in another manner?
I need to copy a Key field to various sheets at certain points in the processing. We keep having errors on the sheet [running out of space] when everything is on one sheet, so we are separating out based on processing criteria. We do not want all of the row to move, as this is where are trying to save fields and keep the…
