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How to Create a Scalable SharePointβSmartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, itβs manual and not scalable for hundreds of sheets. They are looking for functionality where: Users canβ¦
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How to best track Outstanding Update Requests
We are a construction company and I am trying to build automations and a dashboard for tracking "Outstanding Update Requests" - Each of our Line-Item tasks require us to acquire information from 3rd parties. This information takes standard forms (Start Date, End Date, Comments, Attachments, etc), but the specific fieldsβ¦
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Create a chart using columns that are not in order
Can a chart be created using columns on a metric sheet that are not side by side? ie: using columns 1, 3, 4 When I do it including column 2 and then uncheck it, the formatting for the labels goes awry. If I move column 2 over to have it not included, it messes up another chart. Any help will be appreciated. Sue
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Why does my assigned to cell default to brown when form is filled out
My Assigned to cell defaults to brown when the form user fills out a form, i do not have any conditional formatting or automation to reflect this, this just started happening recently
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Merge & Center
Hello, The "merge & center" is a formatting option I am quite fond of inside excel and curious if I can replicate this in SmartSheet. I would welcome any feedback. Sincerely, Scott
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Why does the date default to 2025
I'm working on a Smartsheet for items that are in 2026 and I have some columns that are set to the date field formatted like 15-May-26. The issue is that when I enter the date like 15 May, normally I can hit enter and it would enter the year, but for some reason, it is still set on defaulting to 2025 as the year. Of courseβ¦
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Can I trigger automations every 15 or 30 minutes?
This discussion was created from comments split from: set time for automation alerts.
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Sending Completed PDF from SmartSheet
Hello! Is there a way to send a completed PDF (that was auto populated from SmartSheet) via email to a contact list? I've tested this, and when I selected "Links to a sheet and specific fields" and entered "attachment", the email came through with a link to the sheet. I'm hoping to not send a link to the sheet, rather justβ¦
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Public sector - public records requests
Hello, we are a public sector organization, and any information entered into Smartsheet is subject to open records requests. Is there anyone else who has to search and provide data in Smartsheet to the public? If so, how do you provide that information? If it is a project plan, do you export to a PDF? Does that include theβ¦
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Highlight changes icon, print icon and view option no longer appear in published sheets
I have a number of published sheets, and in recent weeks the bar just below the sheet name, which contained the print icon, the view drop-down menu and the highlight changes icon have disappeared. I haven't done anything on the back end to the underlying sheets. Unfortunately I've put a ticket in for support help (on aboutβ¦
