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update requests
Hi. I've set automation on a worksheet to send an update request on completion of a form - users all have the same permissions and the access is set to unrestricted. There are a couple of issues: 1) not everyone is receiving the update requests 2) for some who DO receive the update request and respond, their response is…
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Donut Chart - How to automatically color red, yellow, green?
Hello, I've created a donut chart that shows a score as a fraction of a total score. I'd like to have it automatically color the score portion red, yellow or green based on a range of the score to the total. Excel does this using donut charts and formulas. How can I do this in Smartsheet? I was able to color it…
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Smartsheet Upload to MS Teams
For some reason, our company can no longer upload the Smartsheet app into any of our channels in MS Teams. Our IT folks have tried many different ways to enable again with no success. We keep getting a message that an admin has to approve uploading SS but our admin folks have already approved. I am the owner of a MS Team…
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How to send Automation emails to multiple people
If I want to send Automation emails to multiple people like we send emails in 'TO' and 'CC', and if someone is replying to all then it should go to everyone. Is it possible in Automation emails. Because when we send Automation emails to multiple people, everyone receives separate email so if someone replies the other…
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Removing an option in dropdown, if selected
Hi Smartsheet Community, I am currently working on a form. The form has 2 dropdowns with the same options. Is it possible to that if I choose the option from dropdown 1, it will be removed from dropdown 2? Thanks in advance!
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How can i Prepopulate a form with test processes from another smartsheet?
Hi, I am trying to build a smart sheet that will collate our user acceptance testing results for multiple test scripts, (held on one smart sheet) and then the form that is sent to the users populates their responses. I want the form to populate with the test script descriptions once they select the test script number they…
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Find (CTRL+F) Values in Contact Column
It appears impossible to find values in a contact column using a CTRL+F/Command+F find function. I've attempted searching by the contact name (Joe Smith), contact email (joesmith@company.com), and even the messier value that copies and pastes out of a given contact cell (Joe Smith <joesmith@company.com>). I need to find…
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Connecting an Excel Sheet to a Smartsheet field?
Hello, Is there a way to create a drop-down field in a form, with values that come from an excel sheet? In other words, can you connect an excel sheet to a Smartsheet, and have dropdown values generated from that excel sheet? I need my users to be able to click on the drop-down field, start typing in a code, and have their…
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How To Create a Complex Workflow?
Hello, I am in the process of converting an existing Formstack form/workflow into a Smartsheet form/workflow. The existing Formstack workflow is quite complex, and it seems that I may not be able to replicate it in Smartsheet. Here is the workflow I am trying to create in Smartsheet: Client fills out form and submits.…
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Sharing with Free Collaborators - Sheets vs Templates
From what I have found, if I create a template a free collaboartor cannot use them. Is it just better to share sheets with them instead? I have a set of intake, metric sheets and dashboards others would like to use in their departments, but we do not have an Enterprise account, therefore they are not licensed. If I share…
