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Linking directly to files from a dashboard?
I understand there is no way to link directly to a file from dashboard unless it is in a cloud-based storage program. Has anyone found a workaround? We don't use this kind of storage and I want to be able to link directly to files. Saving as images wont work either, as we have 10+ files to link to, and want to organize…
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how to grant system admin
I'm sure this exists somewhere but not finding it. Currently, I am the admin for our account. We'd like our IT team to help manage granting licenses and/or collaborators (we are very small). I still want to retain admin privs myself. How do I do this? Thanks
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Drill through graph/chart?
We are rolling out 2 factor authentication to our users and need a means of tracking adoption. We are a global organization with many layers. Is there a means of creating a graph/chart that allows for drilling down to lower level details based on a hierarchy? Basically a drill through graph that when a section in the graph…
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Mimic one sheet to another
So we have a Sheet we use as of Master sheet but had to create a copy of the that Master as we used up the max number for summaries for that Master. Is there any way to make it so anything that is done on the Master will automatically also be done on the Copy? i.e new rows, value change, rows moved
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Pareto Charts?
Is it possible within the system to create a pareto chart? This seems like a pretty standard ask for a pm charting tool and I know Smartsheet even has a pretty excellent blog post on it. If it's not possible in the system, does anyone have a good workaround?
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Removing Shared Users
One thing that frustrates me the most is not being able to remove shared users easily. I know in the User Management section I can type in a e-mail address and have that person removed from all shares. However, I have 100+ shares. Why isn't there a list that shows me every person that is allowed to share on each sheet.…
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Filling out a FORM + requesting approval from a colleague
Hi there! Right now, we have a PDF application filled out and emailed to managers to sign/approve. I would like to transfer the PDF application to a form. done. I am struggling with the "managers approval" part. I want applicants to type in their managers email, and somehow have that manager "approve" their application. I…
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Archive row when workflow on another sheet completes
I have three sheets - Sheet A, Sheet B, and Sheet C. Sheet A receives responses from a form. Sheet B receives the data from these responses after some massaging happens on Sheet C. Sheet C is set up with an INDEX/MATCH system to match the data in the first row of Sheet A. There are some additional formulas being used to…
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Automation without a condition
I have a sheet that is assigned to one person. I want to set up an Automation each week with a link to the form to fill out, which in turn will add a row to the sheet. This will be a new row each time, so there is nothing in the sheet to trigger off of. I've tried alerts with the form link in the notice, I've tried…
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Unable to publish sheet
I am a fairly new user, so this may be an easy solve! Someone on my team added me as an editor with sharing permissions to his sheet. But neither he nor are able to publish it. (The publish page comes up but the options to share are grayed out.) Any suggestions?