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Update Columns in Existing Row Using Forms
Hello, I have a sheet where I am tracking construction progress. There are a lot of data/calculations that my field personnel do not need. I want a simple interface for them to update data (% Complete, Actual Date Completed, etc.) Each row is auto-numbered for tracking. Is there a method for a form or process to create…
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Comments not appearing in update request
Have a workflow to request an update when an approval is declined. I have selected "A Comment" as one of the fields to be included in the update request, but Comments not appear in the update request received. See attached for screen shot of automation set up and update request email.
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Changes to who can Maintain Group Membership
Anyone with the "Edit Group" permissions could add/remove members from any group. But, all of a sudden, now only the Group Owner can do this. Is this a new change in how Group Maintenance works? Does Smartsheet expect that one single person is the only one who can add/edit people? What if that person is out on vacation for…
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I have one user are not receiving email notification when a line item changed.
This is only happenihow from one smartsheet. If I create another smartsheet, the user would receive the email notification. I tried to stop the automation and restart, that did not resolve the issue. Also, I tried to delete the user from the contact list and recreate it, that did not work. Please let me know if you have…
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Transferring Files
Hi All, I'm changing positions and need to transfer ALL of the sheets, reports and dashboards I've created to my backfill (there's are lease 20+ documents). Is there a way to bulk transfer these items to one person or do I need to go into every single sheet and transfer? Thanks! S
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Collaborators unable to edit after upgrade to pro
We have recently changed our subscription to pro due to the growing number of sheets required. However since then my collaborators both free and paid users can no longer edit sheets owned by us. Permissions have been set to edit and even change their permission to admin but no change. I have informed Smartsheet and tried…
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Sheet Summary Report Builder only shows the system columns
I am trying to create an aggregated view of data from multiple sheets using the "Sheet Summary Report" but when get to the Builder, it only shows the system columns for display. Obviously this is not helpful if I cannot merge together data from columns other than the system columns. Am I doing something wrong?
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Can multiple users make updates at the same time to a report with a 'has any' 'current user' filter?
Hi, Background: I have multiple Smartsheet files with around 1000 rows that each involves around 20 assigned individuals with various technology literacy. Due to assignees various technology literacy and to maintain the integrity of the Smartsheet file, I've created an individual report per assignee that is filtered by…
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Tracking my own projects
Hello! I am new to Smartsheet and looking for some guidance. We have a master Intake sheet that gathers information submitted by our users via an Intake form. There are three of us using this sheet so, depending on the rotation, after an intake comes in -- we will assign ourselves as Project Sponsor. We then "Save as New"…
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Is there a way keep the attachments window from opening by default?
When dropping into a sheet I don't want to see all the attachments by default. I would like the right window to not open at all. I prefer that the user goes to the specific row that they need to see the document(s). Dropping into a sheet where a window shows all documents is confusing to some of my users.