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Best template for large quantity of informational requests
New to Smartsheet-- at this point, I've basically just been using it as an Excel replacement with file upload. I want to experiment with the app capabilities with a new big project I've been working on... Tried to find a template that fits my needs, but no luck. What I'm looking for: This project includes sending hundreds…
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outside of organization
I have a form that gets filled out by sales reps. Sometimes they enter in a different email, one that is outside of our organization. At the end of the form their is an option to check "send me a copy of my responses". If they select this box but did NOT enter in a medline email in the form, is there an option in the…
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Notification when a Update Request was submitted or Manual Workaround
I have created an automated workflow that sends an update request to contacts in another column. In some cases there are multiple contacts who will each receive the update request. My understanding is there currently isn't a way to send a notification if a request is submitted. Hoping the create a workaround that can be…
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Dashboard Widgets Not Working - January 10th 2024
I've run into instances where the Dashboard Widget doesn't show, see example below. The widget still behaves as expected - e.g., it links to the report it's supposed to link to. When I hover over it, I get the message "Please have Dashboard Admin select a new data source" - I've tried to select a new data source, I've even…
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Tracking time by project
I am familiar with simpler Google forms where we read the results in a spreadsheet. I'm new to smartsheets, and overwhelmed by the number and complexity of the offerings. Starting small, I'm tracking one employee (so far) and want to known how she's allotted her time daily, over the week and bigger intervals.. I'd prefer…
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Can someone help me with a work around for this conditional formatting roadblock?
When using Conditional Formatting, I want to make my primary column change colors when a combination of choices are made in a multi-select dropdown. I have it set up to apply this format when the condition is not met: If column 2 is 'condition' and column 3 contains 'condition one' OR 'condition two' then apply this…
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New reactivation policy for deactivated users
Hello! I am trying to figure out how/why this new policy was started and how it makes sense. When we have users that are eligible for rehire, we deactivate them and then reactivate them when they are rehired because we use the same AD stuff (even if it's been a couple years). No issue, we're good to go. Now, the policy has…
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Automation messages sent from Organization but reply to sheet owner
Dear Smartsheet experts and friends I developed a long system with several automation interaction messages: alerts, updates, etc.... All our messages were set to go out using our Organization's name. However, some people decide to reply to those messages, instead of following the actions that we ask for. This creates an…
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Chart Widget help
Hello! I am trying to build a dashboard with a chart widget that displays only the Total Sum of my summary report. Essentially there are 4 sheets this summary report is pulling from. I am only looking to display a chart of the summed monthly totals and not have the chart bars divided out by Sheet. I appreciate any insight…
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Automations copied over to a new "Saved as New" smartsheet affect the original smartsheet?
I have a Smartsheet that has a lot of workflows enabled. I created a backup version of this Smartsheet and this new Smartsheet has automations carried over from the original smartsheet. I'm trying to determine whether automations in the new smartsheet affect the original smartsheet in any way. As in, if changes are made in…