AravindGP·Principal Consultant at atturra·✭✭

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  • Hi There, Not sure if your account is new, but you might still find "Resource Views" within Smartsheet, even in the business plan that you can leverage on. I have attached a screenshot. You can create a view to see all users in your Smartsheet account and their allocation across projects. The best way would be to go for…
    inResource Overallocation Comment byAravindGP 5:07AM
  • Hi James, It is a good question, however, at the moment, you can only have attachments as a trigger to start a workflow (i.e., attachment added or attachment changed) rather than using it in a condition to route your workflow. You can have a column to confirm that an attachment has been added to remind people to attach a…
    inAutomated Email 2 days after a date if no attachment Comment byAravindGP 4:32AM
  • Hi There, You can't really auto assign a request based on availability. However, a workaround could be to create an automation workflow to assign new requests by a parameter, for example, any requests for Application 1 can go to one person while Application 2 goes to another. Moving completed requests to a new sheet is the…
    inAuto Assign Rotation Comment byAravindGP 06/16/23
  • Hi, You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.
    inAutomation and Email Recipient Comment byAravindGP 06/16/23
  • Hi Trav, Your workflow seems to be properly set up. If the user is not getting the email, it could be due to Automation Settings. The default setting is "Restricted", which means that only users who are shared to the sheet will get the notifications. Change it to "Unrestricted" or "Limited".
    inReminder alert - can not get to work Comment byAravindGP 06/16/23
  • Hi Abdul, No, it doesn't. You will have to manually archive it in RM.
    inResource Management and Control Center Comment byAravindGP 06/16/23
  • Hi Oscar, You could consider using update request workflows and not give sheet access to any of the groups. However, it really depends on how and when the external collaborators will interact with your solution. Happy to schedule a call to understand more and guide, if you're open to it. You can reach me at…
    inMultiple, Blinded, External Collaborators Comment byAravindGP 06/16/23
  • Hi Trent, Contains looks for the value to be part of a larger value/string. For example, if the value was Product# 1000460, you can use Contains and "1000460" to get the value in the filter. The better option would be to use "is one of" or "is equal to"
    inFiltered column not showing relevant data Comment byAravindGP 06/16/23
  • Hi Mirelle, When applying the global update to modify the column, right under the selection of the column name, there are two checkboxes. One to change column property and the other is to change column cell data. Both are checked by default. To ensure only the new dropdown values are pushed and no existing values are…
    inMandatory "pick value from list" field in Global Update Comment byAravindGP 06/15/23
  • Hi There, The hard answer is no, you can't at the moment. If there is a blank value, it gets skipped, thereby leaving a gap in your line graph.
    inContinuous line with data gaps Comment byAravindGP 06/15/23
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