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Solution to analyze multiselect dropdown data and visualize in a reporting dashboard
Hello! I'm somewhat new to creating reporting dashboards in Smartsheet and I'm running into issues since one of the key metrics my sheet has is a multiselect dropdown. I'm aware that you cannot group by a column that has a multiselect dropdown, but what would be a workaround for that so I can visualize that data in a…
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Clarification on Asset Access When Licensed User Is Downgraded to Viewer (USM Model)
Hi Community, Under the User Subscription Model (USM), I’d like to clarify what happens when a Licensed User who owns sheets or other assets is downgraded to a Viewer. From my understanding: The user will no longer be the owner of the sheet or asset. However, they will still retain access to the item, but only as a Viewer.…
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Preventing Editors from Deleting/Reordering Rows
I need some users to have Editor access to be able to enter data into the sheet, but aside from training and a clear job aid, I want them to not delete rows or sort rows. I have a column that generates a unique code for a course in a term. The first course entered for that term has a code that ends with 01 (e.g., NC60001),…
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Anyone having issues with Update Request Workflows?
Hi all, I have created some Update Request workflows and I am testing to myself. I am not getting email subject and body context in the Update Request Email. What I am getting is, Email Subject: "Update Request for [Sheet Name]: [Workflow Name]" and in body, "Please Update My Online Sheet". I have a specific Subject and…
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Why is my font changing when I generate a document?
I have a sheet that generates a document upon addition of a row. Occasionally the font in a field changes to a font that is different from what I set up in the editable PDF in Adobe. Here's what I've done so far: -used Adobe to "prepare a form" and set the font type and size for each field -not used an unsupported font (it…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Access after not logging in for a while
If someone in the free version of Smartsheets does not log in or access the system in a certain amount of time, does their access expire? Our company pays for Smartsheets, but we have external users that are using the free version to review. One was OOO for a period of time and it appears she was no longer able to access…
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Contacts and Tasking
Hello, I am on Day 0 for Smartsheet but making good progress and enjoying the tool. Two questions: I have manually entered in some contacts. How do I integrate them into sheet dropdowns? How do I actually assign a task to someone so that it ends up in their inbox?
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Can't post a comment on proofs?
I have been sharing proofs with teammates for about a year now. They have always been able to use the commenting function to communicate, but all of a sudden yesterday I had a teammate mention not being able to use this function. Then today another teammate has lost the function. It seems they can type out the comment the…
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Kanban or something else?
Hi all. I'm teaching myself how to use SmartSheet in way that works for me. I have a weekly check in with my boss and her boss. Right now I'm just using a grid but I really want to try to use a Kanban. What I cant figure out, and maybe I'm overthinking it, is how can i have it so that they can see the progress I have made…
