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Why are some templates not showing up for me
I am working with another team member. They had a free trial version and accessed the templates on this screenshot. When I look for them, the templates, are not find-able. Or they don't have a smartsheet equivalent, download version but not in smart sheet. Any guidance in why it would show up like this, looking as if it's…
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Is there a way for a shared Dashboard to list specific data for an user
I have a use case where I have shared a dashboard to multiple people. All users are Smartsheet licensed. I also have a Smartsheet with the user's contact information (email) in one of its columns (named contact). This column includes one of the people who are accessing the shared dashboard. I want to add the Smartsheet to…
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Hyperlinks in Board View
I manage the workflow of a team of creatives who much prefer a Kanban style for workflow and the new board view is exactly what we needed, so I can keep it as a grid but they see the board view. The problem we're having is when I hyperlink a cell, that hyperlink disappears in board view. They can see the text of the cell,…
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PM trying to see overdue tasks across all projects ONLY for projects I am a PM of
Hi all, I am a project manager and there are 5 project managers in my organization. I want to be able to pull a portfolio level report to show all the overdue tasks that I am a project manager of. I have control centre and I also bring in PM as a profile data into my project plan. What is the best way to achieve this?…
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FORM Dropdown lists with filtering capability
Hello! I hope you can help me with this, since i don't know either if it is something that would be possible to achieve in Smartsheet, in the first place. I am trying to create a form with dropdown lists that should work this way: The following is a part of a list with over 1000 rows that i will have to import in…
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Setting up a Monthly 'Check In' Safety Audit
I've tried this a few different ways and keep hitting a bit of a wall. Has anyone created a Monthly Check In for Safety for multiple Sites of a business? The idea would be every month someone at one of the sites can submit this 'audit' and we'd track that it has been done each month. The 'checks' at each site would be the…
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Inventory - How to let multiple users claim an item without seeing others' selections?
Hi All, I'm in the process of building an inventory type system in Smartsheet for my company. I have one sheet that tracks inventory for each location. I'd like to have it so I can show employees inventory for their respective location and then if they want an item, click a checkbox and I record their responses. I do want…
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Can non smartsheet users view a published report.
I have built a dashboard that contains a pie chat that, when clicked, links to a report. I want my non-Smart Sheet users to be able to review the report from the dashboard when they click on it. The dashboard with the pie chart has an embed link from Smart Sheets to SharePoint. Is this possible?
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Auto Populating A Column
We are using a smartsheet to track fleet vehicles. We have created a form that employees use to reserve a vehicle. Within this form the employee selects the location of the vehicle they want to reserve, which is a drop down of cities with our vehicles in them. When they select the city, we have set up logic to make their…
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Form Approver sees field name, not label
I have a form filled out and approved by two parties not associated with smartsheets. Testing the application, i noticed that the approver doesn't get to see the same form as the person who filled it out. They see a different form. The main difference is the field names. The approver sees the name from the smartsheet…
