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Need some help with a health formula for task risk level analysis
Hello, I am currently working on a formula for the health column in my smartsheet that is based on the the task status and the end date of that particular task. This is what I have so far but what I need is for when the "end date" cell is blank I would like for the health of that task to be blue. The reason is we do not…
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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…
