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Refresh schedule data from an external data source
We have an in-house tool that handles a portion of a workflow. It can export task, start date, finish date. Is there a way to import that data and refresh it as part of a larger project in Smartsheet? It could be loaded as a separate sheet, I don't need to retain that once it is loaded in the main project. Easiest way to…
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Survey Questions
I have a grid which lists several tasks - 25 or more. For each task, I want to ask "Frequency (Daily, Monthly, etc.)" and "Importance (High, Medium, Low"), then give them the option to comment. How can I make a form for this?
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Request Approval Automation working in one direction only
Hi Guys I have an automation running for approvals. Ill add an image for reference. What I'm trying to achieve: We want PERSON A to be able to make a request to PERSON B. B must then approve or decline. Upon B's approval a new Approval Automation is triggered back to A to accept what was issued. We have about 50+ PERSON…
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Survey of Many Approvers
Hello, We have a process where a person would submit an approval of funds to be distributed to families that have certain requests in our community. We would have a person submit a request for funding with information about the family, category of request (i.e. utility bill, transportation, etc.), and that request would…
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Subscription NOT working
I have a subscription running until July 2022 but I have lost all my lessons. When I click on my profile and try to open a lesson, it tells me "page not found". When I navigate to the home page it asks me to pay again. My subscription code isn't working either. How can I get my lessons back?😔
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Need to add multiple rows to a Smartsheet from a form
Hi all! Based on what I've seen online this isn't possible, but thought I would ask anyway. I've created a form for an internal team to submit requests on. If they have more than request (the average is 10-40 at a time) I'd like the Smartsheet to create a new row for each request. The indicator for a new row would for that…
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Newbie
Hi - I'm a first time user and have chosen to use marketing template set, but the instructions don't seem match the drop down options available to me, so I'm stuck before I've even had chance to get going - any advice? Is there a chat option where I can get advice directly?
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Need recommendation for project intake and tracking within Smartsheet
We're looking to move our project tracker from Excel/Google Sheets to Smartsheet. But I'm not really sure how to implement our potential solution into Smartsheet. We currently do a lot of manually entry in a spreadsheet, but looking for a better solution. For the new process, we want this for intake (I already know how to…
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Prepopulated Field
How can I set a Name:Text box to be pre-populated with the user name of the person who is completing the form. If I send a form to Billy Joel then I would like the Name: box to say "Billy Joel" once they open it. Thank you!
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One project with multiple disciplines
We are starting a project that has multiple disciplines - i.e. a large Engineering group of tasks, a large Sales group of tasks and a large Facilities group of tasks. I was planning to create one project, but my team is advocating for separate sheets for each discipline (Engineering, Sales, Facilities). Is there a best…
