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How to attach notes to a line item
Hi, I need to attach notes to my line items. Setting a column as a Note Field is not practical, as I have too much informaiton than can fit on a short line. Using Comments is not practical, as I need to be able to easily access and edit the notes, not scroll thru a list of Comments. How to achieve this in Smartsheet? Thank…
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Changing Schedule Dates in a Report
I have a schedule that has predecessors turned on and I have a report on the current tasks that are in progress (0 < % complete < 100). I want to use that report to modify the start and finish dates to reflect what actually happened, but the fx formula symbol shows and I'm unable to modify the dates.
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why is column with auto numbering ending?
Auto numbering is stopping and I can't figure out why or how to get it to continue on.
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Format of the automated email for approbation
Hi there !! :) I have created a sheet with 2 forms attached to it. I added some HEADINGS in my forms to regroup the information so that it makes it easier to read. Now, I'm adding some automation for approbation. Is there a way that the email received for approbation be in the same format then the original form ? It's not…
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Hiding comments or columns for certain users?
We have a shared smartsheet between companies that both can edit. We would like to be able to add a private column or column for some internal communication. Using a report won't work because the other company needs to access and edit the original sheet. I have seen a lot of requests for this kind of feature, but no…
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Drop PDF to populate rows
As a sourcing analyst I have to take multiple pricing summaries from our consultants and enter the information into our Smartsheet. Currently that means a lot of copy and pasting and painful data entry. My question: Is there a way I can take the PDF they send me and drop it in Smartsheet and it auto populate my sheet based…
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Can I use global update on a sheet template's form?
I would like to do a Global Update in Control Center on a sheet template's form. This will allow me to update the form on a specific sheet in 70+ projects very efficiently. My worry is that this functionality is not available and instead I will need to go into each project, find the specific sheet, and manually update the…
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Remove external users
I am looking for the easiest most efficient way to remove external users that were invited to Smartsheets. I have projects that last anywhere from 4months to 2 years and contractors come and go at different stages. I would like to remove them or deactivate or whatever is available. I'd like them gone from my contact list…
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Unable to integrate Jira
It's been a frustrating day with Smartsheet. I upgraded to a Business account, but on the Jira connector page, https://connectors.smartsheet.com/c/jira, after I sign in I get the following messages: Unexpected error occurred. argument "content" is null You are not licensed to use this product. Please contact Smartsheet…
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Automate 'Save as New'
Hello again, not entirely sure that this qualifies for the Basics. I have a template for new projects which I 'Save as New' when a Form is submitted. I then populate the major details by copying from the form. Is there a way to Automate this 'Save as New' process and populate the new sheet from the submitted form? I've got…
