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How can I stop people from filling in what they shouldn’t?
I have a worksheet set up to track invoices and invoice approval. There is a multi-tier approval process that I have automated that once one person approves a notice will go to the second person to approve and so on if need be. I’m running into the problem where the second or third tier person will get a notice on one…
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Intake form/Sheets to Document Builder - Font issues
Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being populated. The fillable pdf itself has conditional formatting on font size. The smartsheets sheet itself has a formatted font…
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Forms
Is there a way to create a form that when enter Project Name to Form it automatically pulls the Project ID associated with Project Name to form from another sheet? I guess it would be like an index match withing Smartsheet form. Thanks in advance?
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Is there a 'clean' printing option without sharing reports and base sheets?
I have provided a dynamic view for my users to see content on-screen. However, I've been asked to provide a print option as well. Normally, I would export a report to PDF for 'clean' printing [that is, preserves layout and colours with pretty explanatory note in header]. However, I don't want my users to have access to the…
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Critical Path Duration
I was able to create tasks, define predecessors, and see the critical path associated with my project. Is there a way to see the duration of the critical path? In MS Project, I am able to see that my critical path is 113 days, for example. I can't find where I can the details of my critical path, past the tasks that fall…
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Workspace permissions based on Admin level?
As an Admin level permission in a Workspace, can I create new Sheets, Forms, Reports, and Dashboard in the Workspace? I'm testing it out and it seems like the Owner of the Workspace is the only one able to create new Sheets, but I was wondering if I was missing something since I thought that the Admin level would also let…
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Is there a way to build and cycle through dashboards for a number of similar projects?
Hi, I'm new to Smartsheet so maybe there's a simple way to do this, but I don't know how. We have about 50 projects that we need dashboards for. They will all be very similar, each containing some basic info about the project, team members, a few tasks, dates, and milestones. One project may have a few more tasks (and…
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Using the new customized sender in automations: Send from Smartsheet Automation
I thought this new feature would also update the reply-to email as a generic donotreply email address. But it looks like the reply-to email (at least for an alert type of automation) goes to the owner of the sheet. Is the only workaround to create a user with a generic donotreply email and transfer ownership to them?
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Issue in collaboration "Sharing"
We are facing an issue during a collaboration, when owner shared a sheet with the rights Editor but on the desktop the rights as "View Only" but the rights working fine on iPhone and iPad. The Pro version on both the users.
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Moving rows to another sheet
I am trying to set up an automation where rows are moved to different sheets based on an account number. I have 4 set up just fine but I have 3 more that when I go to choose the sheet I want it moved too, it's not available. I am the owner of all the sheets and all sheets were created more than a week ago. I tried to…