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Collecting Monthly Leader info, easy export like for MS Word (not PDF)
I need to collect monthly leadership information from 6 teams (via form) using the attached template. Since I am unable to create a document builder in Word (pdf not an option), need a very simple automated format to copy/paste and summarize the collected data. User does not want to copy/paste from the sheet or an email.…
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Assigning people to tasks randomly and with a condition
Hello, I would like to randomly assign service representatives tasks, but only those who meet the criteria of already completing a task previously assigned to them. I would like to create a workflow or formula that would assign individuals on their availability and at random. Any suggestions?
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Could a form dropdown option inadvertently change when a user submits a Smartsheet form?
We have a form that includes a dropdown for a list of counties in Florida (single-select). My colleagues have mentioned that form submissions are coming through with the incorrect "county" dropdown option selected (all coming through as "Flagler" county). I initially assumed it was user error since the county being…
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Restarting an Approval Workflow
I have a sheet with three approval workflows for a Payment Contract —- first approved by Program Manager, then approved by a Finance Rep, then approved by the New Hire. Currently, if, for example, the Program Manager, clicks Reject in her approval request, she receives a follow-up Update Request to provide a reason for the…
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Does anyone know how to stop my sheet from creating blank rows between entries?
My team uses filtered views to make their entries (as a preference and for ease). I've deleted them out previously per tech support but it's happening again. We didn't have this issue last year.
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Published sheets on dashboard can't be viewed by anyone shared to workspace?
Hello, I am trying to publish a sheet so anyone who views the dashboard can see and use the sheet. I am finding out that only people who have paid seats can view and interact with the published sheet. This is contradictory to my goal of having ANYONE who is shared to the workspace, even if they don't have a seat, view and…
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Auto Refresh of Sheet
I was hoping to get a little clarification on the auto refreshing of a sheet. I found the following info online; however, it isn't really clear in regards to when the auto refresh happens when other people are viewing the sheet at the same time. The info below shows "either" indicating that it could prompt for a refresh or…
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Can you Customize a Date Format to be Month and Year only?
I need to make a column that only allows users to enter the Month and Year, without including the Day. This is meant to provide a general idea of when something might happen. Can someone explain how to customize the Date format to only show Month and Year? I've seen an option for Month and Day, but not for Month and Year.
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Add RTF (rich text formatting) to Comments
When creating a project many times the comments are as much instructions, as comments. Just like this modal when creating community comments, add the ability to apply Rich Text Formatting; Bold,underline,bullets, and numbered lists. RTF functionality would be limited to manually entered items, not pasted items. The…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
