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Collaboration in Smartsheet (Saving)
Hello, I am just wondering what is the best way to work in collaboration on smartsheet. Currently when multiple users are working in the same sheet and one clicks save the other users data is lost! How do I prevent this from happening. What is the best way to guide the teams on how to work with each other effectively.…
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Automation
I am working on developing a form and sheet for a patient safety survey. Each individual question has 6 possible response options with a corresponding numerical value eg "Strongly Disagree" will = 1. Is there a way to develop an automation that will change every "Strongly Disagree" response IN THE SHEET to a value of 1? Or…
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Remove a dropdown option , if it is already selected
Surprised, this does not exist yet in smartsheet. I am creating a sheet , All I want to do is once a timeslot has been selected by a customer, the timeslot should no longer appear in the dropdown or hide it or make it un selectable. I am happy to explore the automation workflow option too, but there is no way to configure…
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Referencing Values While Using Workflows and other grievances
There is some serious disconnect between Workflows and Formulas/Functions. I use Smartsheet mostly for task management on a small software development team. When we submit a code change it must go through multiple steps in this case: Development, Testing, Code Merge, and a few other tasks. I want to create a form that…
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Rows added/Changed Trigger automation is not working based on columns referencing another sheet?
I have a sheet that is supposed to move rows to another sheet if a column is checked. Well its not working. It only works if I manually change a cell within that row. In the second screenshot above, in the "d" column, there's a lookup formula that checks if the column to its left is not blank. If column "d" is not blank…
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User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
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I am trying to create Workflows based on varying frequency and day row is added.
I have a Smartsheet that gets updated with new data every Monday. As soon as a row is added, the project manager gets a notification to set the "Reporting Frequency". This can be Weekly, Bi-Weekly, or Monthly. The first Thursday after the row is added, a Buyer should receive a workflow that requests updates. Then the Buyer…
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JIRA Sync To Smartsheets Not Syncing
The Problem: JIRA is actually not auto syncing like it should to pull in tickets automatically into smartsheets Notice: The workflow is set correctly to sync JIRA fields to smartsheets The Problem: We have to go into this workflow manually, edit it, then let it run every day. This is NOT automatic syncing like its intended…
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Approval Workflow + Task Assignment
Hello! I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow. I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then…
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Workflow Subscription
I was testing one of my smartsheet workflow and I received the workflow mail and it showed me a link to unsubscribe. I clicked on unsubscribe to see what happens. Instead of asking me one more time, I saw the message which says that thank you for unsubscribing and thats it. It didnt show me steps to subscribe to the…