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Document Builder question
Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client When we receive the filled out PDF want to move the data into smartsheet row I envision this working similar to a form however…
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SLOW everything runs very SLOW
smartsheet has a lot of features, and its not backed up with speed. we need speed, it's all smartsheet is about, stop telling us to minimize our sheets or use less conditional formulas, please start working on the speed for every features.
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Workflow Issue
I've brought this up before and I'm going to give this one more shot before I open a support ticket. The Annual CPI Adjustment cell is populated from the sheet summary using a formula to pull the rate from another sheet where the rate is calculated. On my test sheet, this workflow runs perfectly, but my LIVE sheets, the…
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setting up value buckets including negative values
Hi all, Im working on a formula in a column labeled "bucket days." Im using a column labeled # days as the reference column. The positive day buckets work fine, but the negative day bucket values are not being placed properly. For example when the value in # days is -46, its being labeled "-1 to -30 days". The value of -77…
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Automated Workflows for Appointment Reminders
I am currently working on a Solution for a Pilot program that three of our Pharmacy Sites are participating in. This Solution will contain 4 forms and 3 Scheduling Calendars, One of the "asks" was to be able to send an appointment reminder to the individual scheduled. I have set up an Alert as the Appointment reminder and…
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Automate an "Active" field
Hi, I have a sheet wherby i have statuses, start and end dates, and also an Active field I would like the "active" field to populate whenever a status is either In Progress Review Sign Off And when the date is either Today, or in the past. I'd like the field to also clear, if none of the above is met. I have set up the…
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Form not using logic despite being set up.
Hi, I have set up a form which will be filled out whenever a machine encounters a downtime period and have set up certain logic to show questions depending on the previous answer. For example answering 'Machine' with either "EMZ 3612" or "EMZ 3610" will show the 'EMZ Downtime Type' question and so on for other machines. I…
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Dynamic View not working
Hello, I have a full license to Smartsheet and am the admin to the sheets I am looking at. I am trying to use a dynamic view, and it is opening, but there is not tab for me to use to create a view. What could the issue be?
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Auto Sheet Creation
I am not sure the right thread to ask this question, I saw a thread about this some time ago, and I was curious has there been an update to the software that will allow for automation to create new sheets given specific criteria?
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Sheet or Folder sharing without sharing workspace
Hi, I have a folder of sheets, which I need to share with a group of people where some have Smartsheet account and some doesn't. I want them to have "edit and cannot share" access to the sheet and also people out of the organization should NOT be able to access the sheet. What is the best possible way of sharing?