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Assistance w/ automated Checkbox based on multiple conditions
Hi All, I'm after some assistance regarding a formula to automate a checkbox based on multiple conditions. These are; Column "Requested by" is populated with a date. Column "Site" is populated. Column "Site contact" is populated. Column "Quantity" is populated. Column "Product" contains the word "Device" Then a sum is used…
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Customer Surveys
Good afternoon Smartsheet community. I would like to get some feedback on the best method/approach in using Smartsheet for the distribution and collection of customer surveys. We have an Smartsheet that is populated with rows or completed completed repairs. We are capturing the customer's e-mail address, and would like to…
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Bulk Sharing
I had a user with the following situation. They had started to share their project sheet, with maybe 20 people Then somebody gave them an excel file of 50 people, all who needed to be shared. However 10 or so of the 50 were also part of the 20 who were already shared. When the user tried to copy and paste the excel emails…
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Is there a way to update the mail domains for users associated in the workspaces.
Our mail domain has changed. Right now people can access the workspaces and get notifications using the old mail domain. But, I am having users trying to connect using the new domain and I have to notify them to change to the old one. I also just found one user who logs into the system with his old domain address and it…
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Sending Scheduled Attachment with over view
Hello, I am trying to schedule a daily email and when I do, it only sends the smartsheet in an excel file but no overview in the email like you get when automations are triggered. How can I get it to send both, the file and an overview?
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New to smart sheets
Good afternoon I am trying to take 2 columns, Date created and Days in pipeline and have it update daily so if I put a new sale in my pipeline on 4/20/2021 under the date created column I want it to update daily in the days in pipeline column. For example if today is the 28th it should show 8 as in 8 days in the pipeline.…
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Workflow - several update requests
Hello, I need to create a workflow that : sends a 1st update request to someone, then, depending to the answer, there will be a 2nd update request to someone else, and then a 3rd update request to another person. My problem is : The 1st update request is sent (the person got the email). But the 2nd and 3rd person don't get…
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SmartSheet Version
My new SmartSheet look/feel/experience version automatically kicked in a few weeks ago, according to the Release Notes; https://www.smartsheet.com/content-center/product-news/release-notes/new-smartsheet-experience. However, one of my team members still sees the "old version", prior to that change. How do I get his…
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Why isn't my automated work flow working?
I have a large reporting system of dashboards where I have long term items move to short term once "days until due" has reached 31 and from short term to archived once days until due reaches 0. However, these reports are not moving into their assigned sheet . As you can see it is now -12 I really need this functionality to…
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Sheet Summary Report - Want to edit locked fields within Sheet Summary Report
Hi, I'm the owner of the sheet and I locked a checkbox in the sheet summary so it is only editable by me. However when I roll up all the sheet summaries in to a sheet summary report, I can only edit the checkboxes that are not locked but not the ones that I locked. (I used 'Right-click a row in the report and select Edit'…
