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Automation: Request an Update
I created a "Request and Update" automation. The custom message includes a url link that is included in a column cell. I used {{column name}}. This is working great. The link is live in the email message. However, when opening the request, the url is not live. Is there a way to make the url live in the request as well? Is…
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Audit trail for sent emails from Smartsheet
Is there any way to see an audit trail of emails sent from Smartsheet? Emails sent via an automated workflow or from a project manager sending the email using the "File >Send as Attachment" or "File> Email shared users". I would like to track the email that was sent, the date and to who it was sent. This would cover…
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Check button on form to check calculations prior to submitting the form
I am creating a end of day banking form to include all cash and eftpos transactions recorded currently in Excel. It would be great to have a Check button that checks all the calculations against a formula column to ensure it balances prior to submitting the form. If it is incorrect then it would produce an error and not…
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Published Link is Asking for Login Credentials
Hi - I've been trying to publish a report for our employee directory. I preview the link and it is "view only" as the published document like it should be. Since the membership structure has changed, many people are no longer subscribers when they originally had edit access before the change. These people are not being…
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Add a Project Number (not just a row #) to a Proof Invitation
In my current tracker, if I move a row after a proof invitation has been sent to someone, the row is no longer accurate. We have an automated project number for each project in the tracker so it would be great if this was attached to the proof invitation that goes out. It would allow us to move rows around without…
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Download Proofs with Markup
Make it possible to download proofs as a pdf including all markup and comments.
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Need Help with Collect or Index or Lookup. Help please!
I have a grid that is pulling YTD actual expense from another source. I have added a helper column to the right of YTD budget. I have a sheet with the exact same layout that includes year-to-date budget expense. I am trying to select the correct month from the helper cell (ie - "Apr-26") and have the YTD budget pulled from…
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Data Mesh & Automated Sheet
I have a reference sheet that is connected to a more widely shared "Active Projects" sheet via data mesh. The reference sheet was created to be able to edit rows of the same project type in one sheet rather than dig through all active projects to make updates. The "Active Projects" sheet has an automation to be added to a…
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Tracking Actuals vs Forecast Without Timesheets – Alternatives?
Hi all, I’m exploring ways to track actual hours vs forecast without using timesheets, as our organisation isn’t keen on implementing them. Is anyone successfully doing this? If so, what methods or tools are you using to capture actuals? Would love to hear your approaches or any lessons learned! Thanks
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Dashboard - Page Break Line/Preview in Edit Mode
I, like a lot of people by the sounds of it use Dashboards as more of a way compile my data and display it in a visually pleasing way. As a result, my Dashboards sometimes are more than 1 page long. It would be great to know where the Page Break is i.e. a clear line visible when in Edit mode The current way I am working…