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Automation won’t stamp “Last Changed” date when Status is formula + linked cells
Hello! I’m trying to timestamp when the value changes in a Status column I've created, but the Status column is formula-driven and its inputs are linked cells / cross-sheet references from multiple source sheets. In my Master sheet, the Status column is a formula. The fields that drive that formula are not manually edited…
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Need to find the whether the task done on time or not with DATE + TIME Functions
3 Teams handle this Deadline, 1 day each. Total Deadline 3 Days. Each day 24 hrs deadline. Ex: Received Date/Time 06/08/26 7 PM to Due Date/ Time 06/11/26 7 PM. ( 7 PM is not fixed irrespective of time, but we need 3 working days as deadline not 7 days - Mon to Fri) 1 Scenario: Team 1 If Received Date/Time has text value…
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Splitting multiple form answers
I've seen a few workarounds for this, that usually require another party or app. I've also seen "basic" formulas using INDEX, for this, but as someone who is VERY new to Smartsheet, I'm hoping for some additional guidance. I created a form, essentially for class registration. Sometimes people sign up for 1 class, sometimes…
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Using Forms to trigger the creation of a new Sheet
It would be valuable if Smartsheet Forms could trigger the creation of a new sheet from a predefined template or configurable sheet structure. Use case: standardising project plans In an enterprise environment, we often need to capture mandatory project setup information through a form before work begins. This ensures…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Merged: Automation email to include dashboard, instead of just a link.
This discussion has been merged.
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Turned automations back on
Hello we have had to rejig a smartsheet, we deactivated all the notifications and automations, we have fixed the issue with the saheet and are now ready to reactivate everything, will this send out new notifications for everything or only the new activations/automations
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Dynamic View Approval Workflow BEFORE cell data is allowed to change
I have a large sheet with 17 columns. I plan to build out a Dynamic View to limit what data is viewed and by whom. I'd like to build out a revise-and-approve process for cell data. For example, let's assume the project lead needs to update the detailed description (Detailed Description column) of a project. I'd like to…
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Automation - When a request is approved I want to automatically copy to another sheet
I have an intake form and sheet for my team to review/approve/deny Press Requests. There is a separate sheet that is a calendar of all Marketing Activities, which press items are a part of. I want to create an automation that instantly copies approved Press Requests to the marketing Calendar. I only want to send specific…
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Multi selection form into single rows
Hi all, I have a form that allows multiple selections. Once the form is submitted I need the each selection to be added as a new row. I have several issues: -Selection list extensive (50+) therefore cannot be written as separated columns as suggested earlier. -Users will have a hard time to submit a form for each item and…