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Multiple approvers - number of approvers varies per entry
Hello, I am setting up an approval workflow where I may have a varying number of approvers. I have created fields for four different approvers. This is not a sequential request; all approvers can approve at the same time. My plan was to put all four potential approvers on the same workflow step (see screenshot below). Will…
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Inserting Unique IDs across multiple sheets
Hello, I am very new to Smartsheets and I'm really struggling with creating unique IDs across multiple sheets. I have 3 separate data sets split across different regions. I can't use regional unique IDs. I need one sequential, unique ID across the 3 datasets (i.e. a national ID). It has been advised that one way to achieve…
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Date format on dashboard not same as in sheet
Hello I have set date format on my Smartsheet to display as 30-Aug-2024. However when I use column in metric widget on dashboard it displays as 2024/08/30 (my default date setting). I would like the dashboard dates to also display as 30-Aug-2024. How do I do this?
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Row Report in "browse"
So I know how to create a Row Report, but I don't seem to be able to find it in "Browse" once I leave the report. I thought this would be something you could save and return back to, just like with projects and other workspaces. Am I looking in the wrong direction, am I doing something wrong or can I just not save them for…
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Reviewer is unable to click "Approved" in proof
Hi, Many of our internal clients report that they cannot click the "Approved" or "Requires Changes" buttons on proofs we send to them. I've confirmed that the proof was sent to the correct person. And that the person is logged in with an email that matches the person the proof was sent to. Here is a quick video showing the…
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MS Teams Channel - default view?
Hi - I am trying to share a sheet on a new tab on Microsoft Teams but the sheet shows up with grid view as default and I'd like for it to be card view. I know when in the web version where one is signed in you can set Card View as default under "Sheet Sharing" with a specific Sheet Link but this seems to be different from…
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Gantt colors and Dashboards - is there an easier way for my issue?
The issue I'm having is that I'm creating a milestone dashboard with gantt view, but need to be able to change the colors of the gantt chart, which can only be done in the grid sheet. Smartsheets does not allow for changing the gantt colors of lines that are considered headers, subheaders, etc. Only task lines. So now I'm…
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Drop down calendar
Is there any way to make the "none" button a "yesterday" button where is can select the previous day as the date?
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Document Builder - Downloaded File Size
Hello, I understand you have to have a fillable PDF when using document builder to map your sheet fields, which already run as a large file. When I generate a document with the populated fields, the file size becomes much larger. Is there a way that the document builder functionality, when downloading, be a flat PDF file…
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Lock a Column (Prevent it from being moved to a different area)
Hello, Is it possible to have a column header be locked in place. For example, a spreadsheet with 5 columns titled 1, 2, 3, 4, & 5. Someone keeps moving column 2 next to column 5. We want to prevent other users from dragging column headers to different locations. Thank you!