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Best practice question re storing project artifacts in SmartSheet
Hello everyone. I've been tasked with setting up our project framework for our team. For some projects, we have dedicated PMs, while for others, team members will be using SS. Where I am struggling a bit is regarding things like project charters, presentations, etc. - our attachments (I know that SS has a project charter…
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I'd like to.....
Hi all, I need to give a lot of people the option of selecting a date/time for something. There will be about 25 date options and only person can select one of those dates/times offered. I would like to use Forms for this if possible and would also like to avoid "sharing" the sheet with these people, as I do not want to…
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How can I display row numbers in a Report on my dashboard?
I have a sheet with a row of data. I have a report that pulls some of this data, and sorts it by suburb. I want to insert this report into my dashboard but include a row number to make it easier for those who view my dashboard to reference the data. Is there any way to do this? Thankyou
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Embedding proof request in automation process
Hi, we builded an extensive automation process for releases / rejections of investment requests. Naturally, our colleagues have comments. How can we best embed the funtion of proof request into our already built automation request ? Any ideas ? Preferably we would say: If comment is neccessary, they should be able to click…
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What is the date format applied when using a data placeholder in the message body of an alert?
I have a date field in the sheet and have formatted the date column with dd-mmm-yyyy. This format does not flow through with alert messages. Please advise what the standard format is that is applied as I would like to include information in the body of the message that informs this as my stakeholders are from all over the…
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Auto return to primary column
We are attempting to use smartsheet to collect barcode scans from multiple scanners into a single sheet, the scanners are coded to input the barcode tab numerical value of the station (2-4). Everything scans properly however after the station the next entry is in the cell below rather than returning to the home cell(…
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Uploading a new version of the attachment through the update form?
I have this approval workflow, where an employee uploads a pdf for approval, if there is comments from his manager he needs to upload a new version, but I dont want him to have access into the sheet, I only want him to use the update form he receive via email, however there is no option to upload a new version of the…
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Update Solicitation isn´t working
Hello, I need help . I use the automation: update solicitation, but is not working anymore. Another automation is working: update approval for example. If I try to send a update solicitation without the automation, directly in the line, I receive a message that my account exceeded the limit of e-mails. I use this workflow…
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auto populate data from one sheet to another
Hello everyone, I'm new to Smartsheet but do have a fairly robust knowledge of Excel. I've created a sheet with job codes, associated titles, and pay rates. A row has a venue name, a job title, a department, and a pay rate. I would like to create secondary sheets where if a job title/department/pay rate is added to the…
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Separate Email Notification per Form Submissions
Hello, Is it possible to have a separate notification per form entry? I've setup a form where people are submitting a ticket and, sometimes tickets are entered within a couple of seconds within each other, and Smartsheet automation creates one Email notification for both the line items. This can cause us to potentially…
