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Reminders to Unshared (Outside) People
We have a sheet that has the insurance information for each of our franchises, including renewal date and email address of the Franchisee. We'd love for Smartsheet's alerts to send a reminder to the Franchisee 60 days before renewal, however, I don't want to share the sheet to every Franchisee. Does anyone know of a…
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Mapping App - Refining results
We have a Smartsheet database of over 2700 names. Other than unchecking each name once the map starts populating, is there a way to refine the search to a particular name, state, etc?
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Web Form Submission
We here at the bank are using web forms religiously. My question is, how can we make it so that when a user submits a web form, it automatically logs the name of the person who submitted the form? It may not be possible considering web forms are public (as long as they have the link). The workaround right now is having a…
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Security Question
I believe I have the answer from http://www.smartsheet.com/security-info, but wanted to confirm for my supervisor about the security of our SmartSheets. Her question: "is info secure in SS? I don’t think we should have financial data and legal info in an unprotected server." Thanks in advance for any input. Holly
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Can you automatically apply a format to parent rows?
I would like parents rows to be formatted bold automatically in my sheet. I looked into conditional formatting but it did not have an option to reconize parent rows. Is there anyway to do this?
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How can I use Smartsheet to track employee time off/vacation schedules?
We are starting to use Smartsheet for more and more things across the organization and one area we are looking to streamline is employees vacation schedules. Does anyone here use Smartsheet to track employee time off/vacations and how do you do it?
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What is the best way to consolidate data from multiple sheets?
I have multiple projects running side by side and I need a method to view a high level overview of all my projects with real data and a Gantt chart. I know I can use reports but reports do not support Gantt charts or a calendar. Does anyone have a better solution for how to do this?
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How can I quickly add a RYG ball to all rows in a sheet?
When starting a new sheet, I would like to apply the green ball (status) to all rows. Is there an easy way to do this so I don't have to go through each individual column and select the green ball?
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Reports sort dropdown columns differently than a regular sheet
I have a sheet with a dropdown column for priority: High, Medium, Low. My sheet sorts them according to the order specified: High, Medium, Low. However, my report sorts them alphabetically: High, Low, Medium. Am I doing something wrong?
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Restricting access to PII (Personally Identifiable Information) data
I am getting questions about the safeguards in place for PII (personally identifiable information such as names, phone #s, addresses, etc) and wanted to hear how other customers have handled. Where we are seeing leaks is in the alerts, update requests, and send row feature. These features send the entire contents of the…