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Attachments
Is there anyway to move attachments within a smartsheet or to other smartsheets or to an email without first downloading the attachment?
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Summary for Notification
Hi, I have the column call "mail out". I also have a column call "date to upload". If we need to mail out financial reports to customer, then I will "mail-out" in the column and put the date for date to upload. Then I set up the notification, as there is "mail-out" in the cell and "date to upload" has the date info,…
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Templatizing
I have an extensive project plan with 250 sub-tasks, which is maintained separately for every client. As 95% of the task list for every client rollout, and the time allocated to every task remains the same; is it possible to automate this process i.e. I simply enter a start date for the project, and each and every task in…
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Numbers out of sync
Does any one know why sometimes the automatic numbering system becomes out of sync as shown in the attached picture? Thanks in advance Sharon
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Alerts
Hi I have set up an alert for smartsheet to notify a email address when a new project is set up, however, the alert is being sent when a project gets moved from one sheet to another not just when a new one is set up. Is there any way I can stop this from happening? Thank you
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Formula: Look Up for two value
Hi, This one is pretty easy in Excel but I have no idea how to do that in SmartSheet. I have 3 columns in SS: Fruit, Brand and Price [Fruit]1 is Apple , [Brand]1 is ABC Ltd. [Price]1 is 100 [Fruit]2 is Apple , [Brand]1 is XYZ Ltd. [Price]1 is 50 [Fruit]3 is Pear, [Brand]1 is ABC Ltd. [Price]1 is 100 I want to have formula…
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Can I perform proximity searches based on a contact's ZIP Code?
I'm trying to conduct a query that will return all of the contacts within a geographic area based on their ZIP Code? For instance, if we have an event in Chicago and wanted to get a list of everyone who lives within 60 miles of the 60602 ZIP Code. Our previous database application had this functionality, so I know that…
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Contact Column not Alphabetized in Form Dropdown
I have a sheet with a contact column. When I view the dropdown options for that column from within the sheet, they appear in alphabetical order. They are also in alphabetical order when I view them from the "Edit Column Properties" window. When I use that field in a form, the dropdown options are NOT in alphabetical order.…
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Predecessor Content Change in Report?
Recently I have noticed that what is displayed in the predecessor column when running a report has changed from showing the specific line dependencies to now just showing the number of predecessors ( i.e., 1 Predecessor, or 2 Predecessors). This isn't really of value when looking at a report. Is there a way to show the…
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External Collaboration & Communication (Outside Company Contacts)
If I send a written proposal through Smartsheet, as an attachment to an Update Request, and the client responds, I know that I will have an email verification, showing me any changes to the worksheet. However, at a future date, if our client wishes to send an approval verification through Smartsheet, they cannot use the…
