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Notifications when added
Hi, I have this automation: The weird thing is, the Subject of the email we get is: Changes to SHEETNAME: + PRIMARY COLUMN entry. But, it's not a change, but a new entry. I know I can create a custom message, but it just seems weird to me that the standard message is like this. Is it incorrect? Do I have a setting…
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Do you know why Smartsheet 'forgets' my existing subscription?
I subscribed and paid for a yearly Pro subscription this October. Everything worked as usual for 3 weeks, then Smartsheet seemed to forget my account and email address completely. When I tried to sign in after 2 weeks of not using it, it requested me to sign up for the trial again. Nothing else worked with the same email…
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Why do users with SSO via Entra need to keep signing in?
We use SSO via Entra for logging into SmartSheet. We are also integrating it into a web app. If you are signed in via SSO, either on your own or within the web app, and you close out the browser, than you need to click to sign in via SSO again. No other sites or web apps that use SSO do this. Is this a setting I am missing…
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URL for a row of data
Does anyone know if there is a way to get a url link for a specific row in a sheet? So, when they click on the link it will take them to that row.
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Ideas on how to handle complex projects with LOTS of sub-tasks
I am working with on of our departments internally on their Smartsheet system, and looking for insight into how some of you handle complex project plans. What they have right now is so bloated that it is unmanageable, and making them rethink using Smartsheet as a system at all. for context, they went from using Google…
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Recomendations on templates for project portfolio with dashboard
Hi, I am new to smartsheets and have been tasked to build a project portfolio (list of projects for each team with status, dates, notes) and then create a dashboard view. Can anyone recommend a template to build this quick and easy? We did have a consultant build a solution for us years ago but it did not work properly; so…
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Adding additional rows to PMO a Project Metadata Sheet + Project Category ideas
Hello! Has anyone ever added multiple Project ID rows to a PMO Project Metadata sheet? Each one of our projects will have 7 component ('project') plans so I would like to have those included on the project metadata sheet. I did a test and added each component to the Intake sheet and then copied/pasted the first row on the…
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Public Holidays
Hi, When we update our public holidays, it doesn't seem to pull through on project plans that were created 2017. Can someone please advise how we can get smartsheets to automatically update projects plans that were created in 2017 with 2018 public holidays? Please note that I have updated smartsheets with the latest public…
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How to get report to show up in sheets folder?
Hello all, I have a Smartsheet report that I can access from the home area or if I click the link directly. However, when I go to sheets, it is not showing up. In the second image, you can see there are no reports, only sheets. Is there a reason that the report is not showing up in the sheets folder? Does it take a few…
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Need Data Grouped by Month in Chrono Order on Dashboard
Hello! I have data that I am grouping by month in a report. But when I try to chart that data on the Dashboard, it will only put the months in Alphabetical order, not Chronological order. I tried adding a helper column to assign numbers (1-12) to the months. Of course, that put them in the correct order but then the data…
