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Making an order request form but need the ability for multiple items entered into the same order
I work at a manufacturing company, and I am creating a request form for our parts department. The way it is intended to work, is our Maintenance Technicians fill out a form with basic information (their name, part number, priority level etc.). This form notifies the parts department to check into the order and then sends…
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Manual Override of Formula Index/Match for Out of Office with Column Formula
Hi All, I have an index/match pulling in data relevant to a Business Unit from off sheet. I need to get it so that I can override this formula data to be blank/allow entering of a different email address by the sheet user. What I have setup already (working with Column formula): 1) User inputs Business Unit (BU) 2) BU auto…
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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…
