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automation and attachments
When using automation that alerts someone, one of the field options available in the message section is "an attachment". What exactly does this do? I was assuming it would include any attachments tied to the record that triggers the alert when it sends the message. However, this does not seem to be the result when I test…
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Filter/Sorting
Is there a way to keep the smartsheet in ascending order based on start date column so that it doesn't refresh or jumble up the names after each save or refreshe?
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Monthly PTO Report
We have a leave request sheet, in which we use to generate monthly PTO reports so that employees can keep track and verify their time off. This report is ran once per month, and we use the date filter (for example for March, we used Start dates 3/1/21 - 3/31/21 and end date 3/1/31 - 3/31/21). The issue I am having is that…
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Creating a sub-set view of a master sheet for external stakeholders to view and edit
Hello! New to smartsheets, so apologies if this is a novice question. I have a master sheet which I am collaborating with my team on, and I want to be able to share with an external stakeholder an editable version with only select rows (based on a filter) and select columns visible but editable to provide updates. The…
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Report Message
Why do I get this message every time I access a report for the first time since logging in?? My report already exists and I have to click on Get Started and then click out of the folder selection box to continue with my report.
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How to undo changes a user has made?
I have had someone make some significant changes to one of my smartsheets which will have a huge negative impact on the work the work that I have been doing for the last few months. Is there anyway we can go in an undo the changes made by a particular user?
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How do i get a common columnwidth in different reports?
I just need to set the column width of different columns in different reports and sheets to just one common size. How do i do this?
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Physician staffing plan
I have been asked to develop a physician staffing plan, along with recruiting tracking, and various dashboards that show staffing trends over time to understand gaps. Does anyone have something similar they have developed or would like to help me work through the setup?
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Dashboard - Graph of Report Data Over Time?
I'm struggling to create something that seems simple at face value. The sheet "Animals" is a ledger with the following columns: Date, Animal Type, Breed, Count 2/4, Dog, Pomeranian, 2 2/5. Dog, Pomeranian, 3 Each day a new line is added via a form for each unique animal type and breed, and we count all animals every single…
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Adapt ressources view for teams
Hello everyone, Do you know if it is possible to configure the settings of the ressource view ? With the ressource view I can see the allocation for each people in my organisation, but I also would like to have the allocation for each team (tech, sales, ...) I was thinking about creating generic contacts to have this kind…