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Auditing Workspace Permission Changes
Is there a way to audit what changes were made and by whom for a Workspace? The activity log feature seems to only apply to sheets, dashboards, etc. Use Case: Permissions to a workspace have changes. I want to know who made the changes and when.
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Sorting by Date in Exported Excel File
When I export a sheet (Gantt Chart with timelines) to Excel it doesn't seem to sort (e.g. by date) all the rows when indented Task Names are present. It will only sort the highest level Task Name, but I would like to sort all the rows regardless of the Task Name hierarchy. Is there a solution to do this, or possibly a…
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Pull child rows into report based on parent rows
Hello, would much appreciate it if anyone is able to help me out. I would like to be able to pull both parent and child rows of a sheet into a report based on a criteria which only exists in the parent row, is this possible? I'm not sure if there's just a setting I missed. Thanks, Sean
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Roll Up Sheet needs daily "activation" to work
Hello, I have a Master Sheet and a Roll Up sheet based on the Master. The Roll Up uses a lot of formulas, including the "TODAY()" function. Apparently, the Roll Up will NOT refresh to reflect the data that came into the Master unless I physically go in to the Roll Up and "activate" it by scrolling around in it and…
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Save as new - not pulling through the timestamp info
Hi SS users! Need your wisdom! We use (and LOVE) workflow approvals for many of our processes. However as we deal with such a large volume or transactions (1500 per month) I remove data monthly via "Save as New", eg a new sheet named "RFIs June 2019". This solves issues we started having with slowness and keeps our live…
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Copy / Paste to e-mail, word, etc
Hello all, Me and my colleagues are facing one problem while copying content from the smartsheet to an e-mail (outlook). I've attached 2 ss where in the first picture you can see what I would like to copy and second picture where the content being pasted into the e-mail. As you can see content loosing its border lines. Is…
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Web form field not self populating in email confirmation
Hello! I am hoping for some guidance please. I set up a web form early last year to allow customers to populate my smart sheet to get purchase orders for transport trailer services, the smart sheet would then give a confirmation email with the self populated order number listed. It saved me so much time and now its stopped…
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Limiting Card View Data Entry Fields
Hi Folks, Is there a way to limit the fields that are displayed when a user clicks to edit a card in card view? Perfect solution would be to allow a custom form to be used. If not can you define what fields are displayed (hiding the others) in Card View when editing a card?
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Date problem
I recently ran into a problem with dates that were hard "mm/dd/yy" coded into a formula and populated in a date field. For read only purposes, this is fine, but it becomes a problem if you try to use the hard coded date for comparison with another date field, such as TODAY(). I did not realize that TODAY()'s date is…
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Formatting the Custom Message in an Alert
I would like to send an alert to each of my team members weekly at 2:00 pm on Thursdays. I created the form, and copied the URL. I created the Automated Workflow to send an alert to my team members, and include the URL in the Customized Message. When I tested this, the customized message, with three short paragraphs…
