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Issues with Document Generation - Error Message
Morning Community! Has anyone else been experiencing this issue with document generation? I have reached the last step in settings, and when I click done to go to mapping, I receive this error. It's not a super helpful error since it doesn't really tell me anything and the link provided is broken. Anyone else having…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Exclude canceled tasks from the automatic calculation of the parent's % complete
Hello everyone, I'm working on a project sheet (with dependencies enabled and the Gantt view) and I'm looking for a way to exclude canceled tasks from the automatic calculation of the % complete on parent rows. My requirement : When a child task changes to “Canceled” status, I want it to no longer be included in the…
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Automations Not Working As Expected
I created an extensive automation to gather approvals on a change request. In the customized message I am referencing some fields. Some fields are dropdowns and other s are just contacts. However, when the message comes through, those fields are not populating any information. I have looked at my column names and they…
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Old File Name showing up after making a copy of a Sheet
I have been copying a sheet and modifying it each year. The automated reminder messages I get from the sheet continue to display the original file name, not the current one. How can I fix this? ex: The old sheet was 'Calendar Planning Master 23-24'. The messages have shown up with this title in 24-25, 25-26 and now the…
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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…
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Hey! This is the Report Format I am hoping to have auto populated through 3 forms multiple times a day. I would love some help building this form.
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How to add file upload to Update Request worklow
Hi everyone! I was wondering if anyone knows a way to attach a file upload space to an update request. I have already set up a workflow to send out a update request at the appropriate time but I cannot find a way to add an upload space. I know that I can add attachment when I manually send update requests, but I was…
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Planned and Actual dates
Hello everyone, I guess (or hope) some of you have used the PMO template that contain these 2 columns, and then it calculates the overall "Health" based on the delay. However, I'm struggling with them and how to update them… Here is the scenario: Let's say that I just created my project plan, so it is easy to set the…
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How to make dynamic placeholders stop duplicating down email
We have an automated report that sends out once a week using dynamic placeholders in the email automation. everything is working mostly as it should however we cannot figure out how to get one of the placeholders not to copy down the whole email. The placeholders we are using are {{Start Date}} - {{End Date}} {{Agent}} -…