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Using Document Builder can I create one document to populate from different sheets?
I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document…
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Disappearing Rows
I have what I hope is a basic problem. One of my users has a fairly uncomplicated grid the she uses to keep track of submissions. When she adds new rows, they disappear upon saving the sheet. When I look at the sheet, I can see the new rows, but she can't. She has tried restarting, logging out and back in again, and…
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Permission Level
Hello everyone, Do you know what is the permission level that applies first between the sheet level or the workspace level? For example if I have a editor permission on the workspace, but I only have a viewer permission on the sheet in the workspace, what permission level applies to me ? I am not sure about the answer and…
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Errors when using Collect function
I keep getting an error when I use the collect function. I'm trying to return the most future date in a column of dates. There are no blanks, all rows are populated. I've checked and all rows are dates. COLUMNS: * Line Item Renewal Date = date * Application Name = Text =MAX(COLLECT([Line Item Renewal Date]:[Line Item…
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How do I make a Drop down return values based off dates inputted on other columns
I am making a tracker and for each project, the column 2 is what requirements are left to be done on that project. All the other columns will be date columns, and when I input a date I want it to remove that option from column 2. Example: If my Project in column 1 is Ford Truck Column 2 Requirements are - Brakes, Oil…
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View user activity / usage in the Smartsheet
How to see what a user has done within SmartSheet across a specific timeframe? is there a way to view user activity / usage on there?
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Fillable PDF for quizzes
Hey everyone! I am using Smartsheet in the classroom to digitize student tests. I want students to fill out a form, have their results come in, then feed the results into a fillable pdf so they know what they got wrong. I also want to have the PDFs for record keeping. Right now the quiz is set up as a dropdown list where…
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Time frame to Generate Row Document.
Hi All, Running a simple 2 condition document generator however the document wont generate on save or refresh - this after some 40 minutes after all conditions met. Will run from the automations "Run Now Specific row" . Smartsheet Status has no outages & have logged out/ in document builder. I'm assuming the timing on the…
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Is there a way to send a copy of each form submission to an email address?
Hello, I have a form set up but I need to have a copy of each submission sent to an email address. I need to have proof that someone submitted a form and a copy of the information submitted. Is it possible to have each form submitted automatically sent to an email address? Thanks Miles
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Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…
