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Function to prevent the same task from being performed twice
When uploading a document to a row, the user is able to choose new document or new version of existing document. The system somehow recognizes the previous document that has already been uploaded to a row. Can Smartsheet create an enhancement by using the same logic to recognize a previously executed workflow, automation…
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Use Cases for Smartsheet Bridge or AWM
Hi Everyone, I've been working to bring my PMO into Smartsheet for our documentation over the past 18 months. My team has made a lot of progress with using sheets to track assignments, out of office time, and the progress of change orders, but we're starting to run into some roadblocks when it comes to scaling our…
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Change the owner of each item in Smartsheet
Hello everyone, I hope you’re doing well. Could you please share how to change the owner of each item in Smartsheet? Any detailed guidance or best practices would be greatly appreciated. Thank you
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Column with a restricted list very difficult to edit
Hello, I have a column with a restricted list of 100 entries. When I edit the list and scroll to the 50th entry, as soon as I type to change the entry name the column scrolls to the top and I cannot see what I am typing or deleting. I have to keep scrolling back down to the row to see what I have keyed in. Very annoying…
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License Question
I already have a Smartsheet license with my company, but I was recently invited to collaborate on a sheet owned by another group within the same organization. When I accepted, I was told I need to upgrade in order to edit or contribute. Can you please explain why this is required? It seems unreasonable to need multiple…
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Data Shuttle schedule once a month
I need to trigger a Data Shuttle to run the first Monday of every month, however, the scheduler does not allow for that configuration. Is there another way, OR is it acceptable to schedule my Data Shuttle to run EVERY Monday?
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Can't Find Sheet to Set Up a Workflow
tl;dr: I've set up the same workflow before but can't for this particular sheet. I have set up many workflows and have not had an issue until today. I have a workflow for one particularly sheet so that when the work is done, the row will move to the archive sheet. For this example I will say that the Active sheet is…
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I have earned the Smartsheet Automagician Badge but I am not able to claim it
Hi, I got an email letting me know that I've been recognized as Automagician, but the link to the badge is not working, and I don't have this badge in my profile here. Can you please advise how to get it? Thanks!
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Global Setting for Gantt Timescale: open to today's date
This setting "Open to today's date" should be global, so it is working for all persons who view the dashboard. If this setting is set, I see the Gantt in the dashboard on the actual date. If it is not set, I see the Gantt in the dashboard on the first date ever in the Gantt.
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Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…