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Limiting what customers can and cannot see for projects
We use smartsheets to run our customer projects. The approach we have used to date is to create a workspace for each customer, with the necessary sheets - all from a template. This works really well, as the customers need to review and contribute to several of the sheets that we use, and the workspace sharing feature lets…
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Automated emails for reports not working properly
We have 2 automated reports for scheduling that have been sending to our SmartSheet groups via email each day however over the last two days these reports have stopped working. To monitor I added myself to the list yesterday and still this did not send. I did not see any reported outages. I made a small change to the job…
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Working with the Automations
Our organization is fairly new to smartsheets. We are using forms to collect data, but the hiccup that I have ran into is that I can't seem to automate a process that could flag duplicate entries, so that the individual who fills out the form, will receive an email to update their entry. Not sure if this is something that…
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How to Apply Weekly Updates to Dashboard
I have a smartsheet file that is updated weekly. I'd like to be able to capture that weekly data automatically on my dashboard. Is this possible? Thanks
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Auto/number - date on particular cell, not whole row
I'm trying to find a way how to populate a datestamp in a cell based on the last change from an another cell in a particular column fe: Row 1 - column A: dropdown (Start, pending, stop) Row 1 - Column B: I want the date when Status changed on column A Auto/number - date: works, but it looks at every cell on that row, i…
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Calendar
Has anyone used Calendar to track employee schedules? If so, how did you do that?
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Add Vacation to Individual Project for Individual Employee
I want to denote unavailable time for resources so when a task assigned to that person fell on an unavailable time period, the start and end dates accomodated for that automatically. Is there a way to do that in smartsheet?
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Smartsheet Shifts up when
I will be working on a form in Smartsheet and all of a sudden the whole sheet will shift up. As a result, I can't see anything above the first row by scrolling up. (see attached) This has happened multiple times and the only way to fix it is to refresh the page. Any ideas on what could be causing this? Note: I am scrolled…
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Working with an update request workflow
Hi, I have setup a workflow around an "Update Request" but the one field that I would like them to be able to update does not allow it. I have checked that the field is not locked as well. I have attached a snap shot of both the workflow and how the form comes through. What am I doing wrong?
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default links in Notifications email
I have our sheet set up to send a notification to the client as their project moves through our department. In this case, for instance, the client will request something to be designed and printed, they will get an automatic email notification as the project moves into design production, in review, to print, then complete.…
