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generate a document and then email that document to a contact
I have a scenario where I generate 4 different documents at the same time using different data in a row depending on the target audience of the document. Ideally a single workflow would generate Document 1 and email it to a contact, generate Document 2 and email it to another contact, generate Document 3 and email it to a…
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Dynamic View Not Allowing Temporary Sort
I have a dynamic view that is pulling from a report that contains two source sheets and does not have any default sorting. When I try to temporarily sort the DV by date, it loads and refreshes as if it is sorting the data, but nothing gets sorted. All of my columns in the DV are behaving this way. What is going on?
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SORTING AND FILTERING DYNAMIC VIEW
Up until yesterday (11/3/25) I was able to click on the top of a column and sort my column. This worked for me yesterday morning but when I went in to work in the afternoon I was not able to sort columns anymore. Also it seems my filters are not working. I am not the admin for this sheet but the admin is saying nothing has…
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Is it possible to reference a cell or summary field in a column formula?
At the top of our templates we have a Summary section where project (deliverable) details and key people are specified. I am wanting to reference the 'Deliverable Sponsor' cell within a hidden column on the sheet so we can create reports pulling through all row data across all deliverables that belong to that Sponsor. From…
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Log-In Dashboard Landing Page
My idea is to create a custom landing page that can take place as a home page on log in. The concept would be to allow the user to log in, see immediate metrics and KPIs that matter to the organization and let the user see how many system tasks they may have throughout the entire portfolio. This would take the place of…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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✨ Share and vote on product ideas and help shape the future of Smartsheet
If you haven't already, head to the Smartsheet Product and Ideas Topic to share and vote on ideas. Sign in to reveal vote counts and contribute your own. You can help shape the future of Smartsheet by submitting your ideas and voting on your favorites from peers. The Smartsheet product team reviews top-voted ideas each…
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Table view hyperlinks
I created a couple of new sheets in the Grid view and then switched to the Table view. In grid view, my hyperlink back to the Dashboard takes that particular sheet view and moves back to the Dashboard. In the Table view, the hyperlink opens up a new browser. Is there a way to fix this?
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Change wording on Sign-In to both Smartsheet and Support Portal
The Login options are currently listed as either: Default/Europe/Australia or Australia/Europe/North America This keeps giving people the wrong idea they need to choose an option based on their geographical location versus the Smartsheet Instance they contracted on. It is very interesting for a Global company to pigeonhole…
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Table view initial release is now generally available for all customers!
Hi Smartsheet Community members, You’ve asked for faster sheets that can handle more data so you can manage large-scale projects and programs. You’ve asked for real-time updates without the need to save or refresh so that you can collaborate on work effectively and confidently. You’ve asked for a more intuitive and…