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Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
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Grid view Contact List is showing all previous users
Hi, We have a column set as a Contact List. When I click the properties of the column, the Contact List only shows the current users (correct). However, if I click in a cell and scroll through the list, it now shows all users, past and present. Users that are not in the active list of licenses (free or paid). When I click…
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How do I sort by next due date in a row report (under project tracking & rollup)?
Not sure how to ask/explain this, but I have a report that has parent and child tasks and want to only show some of them. I am putting together a bi-weekly update but don't want to include all of the child tasks, just the one that is currently being worked on. All child tasks are set in consecutive order (i.e. task 1…
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What happened to the sheet summary report function?
Hello, As of today I have noticed I can no longer create a report from a sheet summary. Now, when I click the "+" icon on my sheet's page to create the report, Smartsheet takes me to the create a solution page. From here, there is no option to create a report. However, from my folder I can select the create button/dropdown…
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Why can't I customize Sheet summary in my own Report?
I am the owner of the report and all the source sheets, but can't even add field (which is inactivated) and many features are greyed out. Help!
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Why are users with Editor - Cannot Share able to Share a sheet???
I'm very confused. I have a sheet where everyone except a few Admin have Editor - Cannot Share permissions. However, several of these users were able to use the Share button to send emails to all the other users to invite them to edit the sheet. There was no need, as everyone already had access. What am I missing? Why…
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What do I need, Premier or Enterprise?
Need to know what to purchase. What is the difference between Smartsheet enterprise and Smartsheet premier? Do both packages allow for unlimited collaborators?
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Record an Approver Name once Approved using Automation
Hi, I am looking for a solution to record the name of the approver when using Approval Request automation. I can see there have been few questions/discussions on this, but can someone point me to the solutions - without using Zapier :) For example, a request to approve a report is being sent to John, Jack and Jerry. Jerry…
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Have Children Status based on due date but have parent roll up based on all of the children status
Hey All, I am having some difficulty getting a formula to work the way I want to here. I want all children rows to look at the due date column and if it is overdue, mark the status as "Red". If todays date is within 3 days, mark the status as "Yellow". If todays date is over 3 days, make it as "Green". I just want these…
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Columns unhidden on their own
Hi, I've had a certain sheet active since October 2023, but in the last month, certain columns that I normally have hidden have been becoming unhidden, seemingly on their own. I re-hide them, then the next time I go in, they're unhidden again. Here are some entries on the activity log - none of these people have licenses…