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Preventing Editors from Deleting/Reordering Rows
I need some users to have Editor access to be able to enter data into the sheet, but aside from training and a clear job aid, I want them to not delete rows or sort rows. I have a column that generates a unique code for a course in a term. The first course entered for that term has a code that ends with 01 (e.g., NC60001),…
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Why is my font changing when I generate a document?
I have a sheet that generates a document upon addition of a row. Occasionally the font in a field changes to a font that is different from what I set up in the editable PDF in Adobe. Here's what I've done so far: -used Adobe to "prepare a form" and set the font type and size for each field -not used an unsupported font (it…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Access after not logging in for a while
If someone in the free version of Smartsheets does not log in or access the system in a certain amount of time, does their access expire? Our company pays for Smartsheets, but we have external users that are using the free version to review. One was OOO for a period of time and it appears she was no longer able to access…
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Contacts and Tasking
Hello, I am on Day 0 for Smartsheet but making good progress and enjoying the tool. Two questions: I have manually entered in some contacts. How do I integrate them into sheet dropdowns? How do I actually assign a task to someone so that it ends up in their inbox?
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Can't post a comment on proofs?
I have been sharing proofs with teammates for about a year now. They have always been able to use the commenting function to communicate, but all of a sudden yesterday I had a teammate mention not being able to use this function. Then today another teammate has lost the function. It seems they can type out the comment the…
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Kanban or something else?
Hi all. I'm teaching myself how to use SmartSheet in way that works for me. I have a weekly check in with my boss and her boss. Right now I'm just using a grid but I really want to try to use a Kanban. What I cant figure out, and maybe I'm overthinking it, is how can i have it so that they can see the progress I have made…
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Seat type report - what is an "edit"?
Hi all, I ran our Seat Type report as part of the true up, and I noticed that a single user has made almost 550,000 edits in Smartsheet in the past 365 days. This is not a power user, the user account doesn't create items. I have 3 other outliers in the 10,000-20,000 range. So now I'm curious, what constitutes an edit in…
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Hyperlink Color on Dark Background
Hi, I'm new to SmartSheet so I may have missed something. When I add an hyperlink on a cell with dark background, is there a way to make the text white or any other color that would allow to read it? I thought the automatic mode would change the color, but it does not let me do so... any ideas? Do I have to stick with…
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Make sheet data available to external 'viewers' but limited to only their data
Good morning Smartsheet community. I have been using Smartsheet in my job as the office manager for a small business. I'm self taught and have managed to get some workflow and automations working through trial and error. However, I am stumped on the next project that I'm trying to figure out how to best handle inside…
