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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Docusign integration
Hi, I have created both a template in docusign and powerform. I have integrated the template into smartsheet however, this means the signed document comes to me directly. The powerform means this very issue can be avoided however, I am unsure or unable to integrate into smartsheet. Does anyone have the answer for this…
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Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
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Summary Sheet Not Connecting to Correct Column
I have a summary sheet set up for my projects, which is connected to a metadata sheet I have. In the metadata sheet, I have column types for different types of data (contact, text/number, date, etc). In my summary sheet, the columns that should be looking at the text/number column for data are looking at the contact column…
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Mirroring Smartsheet
Good morning! We have a master smartsheet with employee info that we would want to mirror so we can have some of the employee info on different sheets that we can use for different tasks. Currently want to mirror employee number, name, work area from master to a new one. I tried to use data shuttle offload from the master,…
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Single View?
I need to create a view that can filter portfolios per manager. For example, Manager A manages Products A, Manager B manages Products B, etc. How do I create a view based on the specific filter (from the source sheet) to the specific manager(s)? Do I need to create multiple views based on these parameters or is there a way…
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Archiving Data
How do you go about archiving large data sets from sheets? I know you can create automations to move rows to another sheet but what happens when that sheet gets too large as well? I have thousands of entries that happen every day and I am trying to use data shuttle to offload the data but with offloads, it just replaces…
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Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…
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How to email a report with summary detail included?
I have a report that has summary data built into it using the summary functions. When I create automated emails the summary information is not included in the emailed attachment. How can that summary detail be added to the attachment?
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Control Center and Contact Columns
I am using control center to create projects. In the sheet that gets provisioned, I have my resources listed. I want to bring the "Lead" contact back into the Intake sheet, but it is coming back as just text and not an actual Contact. We use the Current User view for project updates, which won't work this way. Any ideas on…
