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Portfolio Management - airtable vs smartsheet
I have been asked to look at Airtable. Currently our team uses smartsheet. Our team is leaning towards Airtable due to its easy and customized views, plus ability for executives and stakeholder to create their customized views. How good is airtable compared to smartsheet How good is airtable for work collaboration - so…
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Platform for scope approval, documenting stakeholder's approval/denial, sharing documents
Community, I need to build a Project collaboration platform in my smartsheet that can do following 1) Request Input from various stakeholders( i have my smartsheet built for Project) 2) ability for me to send documents to multiple stakeholders when one phase is completed, asking for their approval, capturing their approval…
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formatting/showing comments in change notifications
Hello, I wish comments in change notification could be displayed in a way that links them visually with the row they are for. Perhaps right below the row, or as a separate column? Listing all the new comments at the bottom of the email with row index is not very readable / user friendly. Especially if there are a lot of…
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Smartsheet to Word Document
One of the ways, we utilize Smartsheet it is track the publications that come out of research. A few times a year, we are required to report on all publications and they need to be formatted in a specific way. Is there an option to transform a row into a Word friendly version v. the information being in row format.…
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Cross-sheets form
Hi there, Now that we can create a logic inside a form, which is an outstanding addition, to say the least; is there a way to create a cross sheets form? By that I mean, not only the logic kicks in and displays fields, but I want to display fields from different sheets. This way, instead of sharing 3 links to 3 forms from…
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"You have too many activity log events to display at one time" - why?
EDIT: on refresh, this error message actually disappeared and I can now view the Activity Log in it's entirety without adding a date range filter. This is also happening on another few old sheets - error message appears but if I refresh the sheet it disappears. Maybe something is broken! Has anyone else experienced this…
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How to manage multiple concurrent approvals for one row
I need to get anywhere from 1 to 4 approvals for an attachment in one row. I want the request to go out simultaneously to all reviewers. the Approval workflow seems to require consecutive approvals - not good for my use case. I changed to using an update request. All approvers are added to one “assigned to” field and there…
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Automation between Smartsheet and Zapier: triggered raw on SS
Hi, I built several automation on SS that supposed to be triggered once raw updated. I did it via Zapier, though, it seems like sometimes it triggers and sometimes it does not. Every time I'm modifying a raw I save the changes to make sure the changes were saved. Anyone faced the same issue with Smartsheet and Zapier? Are…
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Report created via automation in Zapier
Hi Guys, I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission. On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder…
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Automate child rows
I'm trying to set up a task-management sheet on smartsheet. I have a form using conditional logic so that users will enter different kinds of info based on the type of task they are submitting. For example, a program task will bring up different fields than an instrumentation task. I would also like to see if there is a…