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Attaching my Smartsheet generated PDF
Good day! I've been successful previously creating automation for a worksheet that includes auto-generated PDF from a fillable form link and automated attachment of the PDF and successful send of the PDF to myself (my test email). Later I had to make some updates to the form, renamed the form, and revised some of the…
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Older templates no longer accessible
Hi I'm on a Pro account, after my organisation downgraded its Enterprise account in May and I wanted to continue using Smartsheet. I've been a user of Smartsheet for over 10 years. However, recently I've noticed that I'm getting an error message when I try to use the older templates (see below). Does anyone know why this…
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Help with Moving Line Data
Hi, I need my Line 1, 2, 3, etc to go to bottom (descending) but i don't have dates associated. Is there a way to do this easily enough? New to SmartSheets.
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Refresh list of sheets to link to
I am creating lots of sheets that I need to link to master sheet. Each time I create a new one, when I go to the master sheet and click "link from cell in other sheet", the newest sheets are not showing in the list and there doesn't seem to be a way to refresh the list; instead, I have to refresh the whole page, which…
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Generate Documents - duplicate text
I am using the document generator and have mapped my file. When I generate the document on some lines the text appears to be duplicated, written over top of one another and is unreadable. What am I doing wrong?
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Why can't I publish a sheet in Board View (no embed link)?
I am trying to embed the Board View (as open positions for skills-based volunteer work) on a company internal SharePoint community outreach page. While I set the default view to "Board View", this is not an option when publishing. I have also tried to embed this on a Smartsheet Dashboard (in lieu of directly on SharePoint)…
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Changing google drive accounts.
Hello Community. I'm having difficulty de-linking from one google drive account and linking to another. I have revoked all app in my smartsheet profile and also de-linked in my google account; even when I do all that I'm still linked to my old google drive account. Any advice or suggestions? Thanks David
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User Roles and Permissions
Hello! We are in the process of migrating to Smartsheet. As I've been learning and reading articles, I see references to "system admin" or "group owner" or "Workspace admin". Is there a resource where all of the user roles are listed and their permissions are explained? I've tried searching but cannot find relevant…
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Best Practice: Managing Different Types of Work (One Sheet vs Multiple Sheets)
Hi there. I recently migrated my L&D team's work management into Smartsheet. We're using it to track the following work: training new hires, working on projects, developing eLearning courses, and developing documentation. We're only a few months in, and it's working very well, but we're seeing some undesired effects that…
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Stacked Bar Charts from Multiple Columns
I found another idea from about 2 years ago that hadn't been updated, so I figured I would ask if this is already on the radar/roadmap. I would like to have the ability to use a stacked bar chart on my dashboard to show projects by Department and by Status. Here's an example I mocked up in Excel to show kind of what I'm…
