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Best way to show KPI's across multiple projects and teams?
Hello all, I'm trying to determine the best way to capture multiple KPIs on a dashboard. Each cross-functional team has their own sheet where they manage projects. What is the best way to have them capture data metrics (the KPI's might be different per team- hours saved, increased NPS, $ Saved) that roll up to a dashboard?…
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Backend Process for creating Workspace and Project Folder
Hello, Currently we create a new workspace for each projects even if that project has different Location, (ex. X Los Angeles, X New York, X Vegas) will have separate workspace. However, we want to create a one workspace for the same Project and have folder inside that for different location. So X will be the Workspace Name…
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Limit the number of workflows run concurrently - configurable?
Hi everyone I am getting and error "This workflow was triggered by at least 5 other workflows" and consequent disabling of workflows which is causing us a real issue - the fact that the same workflow is run multiple times (>5 times) is a normal state not an error and so we need to enable this to run normally. Is there a…
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Record a Date not working
I'm using a smartsheet to record requests that need approval. I want the "Requested On" date to be automatically populated when someone adds a new request to the sheet (i.e. fills in a new row with info such as Order Number). I set up a workflow (see below) but when I go to my sheet and add information into the Order…
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Why am I unable to run a particular workflow on a weekly basis?
Is it because it's referring to a date field? There are sometimes as many as 20 changes in a day as renewals occur in batches so I'm trying to avoid getting an email for each row where the renewal date changes. Thanks!
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Copied Sheet with workflow is copying data to old sheet instead of new.
Hello! I'm creating a series of sheets in a folder to be used as templates for new projects, this includes a FORM, and a sheet containing a WORKFLOW. So the point of this folder is that every time there's a new project the user only needs to "Save as New" and everything is done and only needs to be populated with the new…
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Changing the "Contact" function (Global Variable Please?)
Salutations, Presently, I am attempting to generate a productivity report regarding employee projects and workflows. I have utilized the Contact feature, as I'm only tracking/assigning tasks for Management level. No other users will use this or see it. However, we are unable to presently store sheet-specific data, as…
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Evaluation of date-related formulas used in workflow conditions
Hello, We have to implement a date/time triggered workflow that will run every day. In it, there is a condition which uses a value of the checkbox-type cell with the formula that turns the checkbox ON, when a certain number of days have passed (since some event). The question is - will that formula be evaluated and so be…
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Update Requests via Dynamic View
I think I know the answer, but am I able to set up an Update Request workflow automation that comes from Dynamic View? I need some individuals to be able to update certain fields, but we do not want to give them editor access to the main Smartsheet. So we created a Dynamic view for them to make updates, but I need to…
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Workflow in Parallel not sequence
To limit the amount of workflows, I was hoping to create a workflow that has 1 trigger but many actions that happen at the same time. Rather than waiting for the pervious one to happen. Currently my workflow looks like the brown example, and only sends the first request all the way at the left.
