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Report Widget in Dashboard not behaving
I have a report widget in a dashboard that I have filtered by Current User and have set the Viewer Mode to "Their own perspective", but when I view the dashboard, that widget appears broken and a message says it can only be viewed in the Smartsheet App. Any idea why this is happening?
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Using Groups to manage access
Hello, I'm looking for some best practices and/or use cases for using Groups. My understanding is that a User Group can be created in Smartsheet, where users are added/removed to manage access. So, if I give User Group (Leaders) edit access to multiple Workspaces, that when a new person gets hired/promoted to that…
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How to hide cards that are more than 30 days old
To track my activities, I utilize the swim lane method, which involves organizing my tasks into different lanes. However, I am facing an issue with managing my completed cards, as I have many of them. Specifically, I would like to hide completed cards that are older than 30 days, but the filter I tried to apply only shows…
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Unhide SELECT Columns
Why is it that after you hide several columns, you only have the option to unhide ALL? Or am I being silly and missing something?
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Collecting monthly availability from external contacts
Hello, I would like to set up a monthly notification to go out to candidates to obtain their availability. I would have a list of contacts- the contact should receive a form in which they would be providing their availability to join a project. Let's say "available from April 15th to April 30th. This information should…
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Current User report filter not working on Dashboard
I have created a project Homepage using a Dashboard and would like to be able to display a list of actions, risks and issues owned by the "Current User" on this dashboard. To do this, I have created reports for each of these items and, using the report builder, filtered the data to show records that have Current User in…
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Project task end date
I use a start/end date and a %complete column to update various tasks in a Smartsheet and I have a question on updating the end date field. If I mark a task at 100% on a given day, why is the end date field not updated to that particular day? For example, in the above task, if I change % complete to 100% today (4/13/23),…
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Non-working dates changed
Hello. I am extremely frustrated with Smartsheet. I entered a set of dates as Non-Working Days for my projects. However when I edit the project plan a few days thereafter I noticed that I cannot set certain task end dates - only to discover that the non-working days have been changed. From the Activity Log I can see that…
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Multiple workflows conflicts
I have 2 workflows on a sheet, and they are mutually exclusive. In other words, they both have a filter at the trigger level, so when new rows are added one should run (one condition is met) and not the other (as the condition is NOT met) For some reasons, I am getting the last message of workflow B (which should NOT run),…
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Need a way to create graph that contains specific parent/child rows
Hey everyone, One of my users has a sheet with a "Task" column that contains multiple parent/child rows. I'm trying to help him find a way to create a chart based on a specific parent/child row, but I'm not entirely sure how to go about this. I was thinking of adding a helper column in, but I'm still lost on how I'd…