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Dynamic View: Change Source Sheet
I have a number of relatively complexly configured dynamic views (help text, display logic, etc.), and I need to preserve all of those features for each of the configurations (which I can accomplish via a save as new), but I also need change the source sheet. It would be nice to be able to change the source sheet for a…
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How to setup a Portfolio->Program->Project Structure?
Hi Community, Good day. I used the PMO template of Smartsheet. I intend to insert a program level in between the portfolio and project, that will have its own metadata and dashboard. Can you please guide me on how I'll be able to insert this level (will it just be another field in the program metadata or a new folder? How…
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Is the Workspace Panel only visible to individuals that have access to the entire workspace?
I'm wondering if I only grant permission to a handful of assets within a workspace to an individual, if that individual will have the workspace panel functionality.
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Copy/paste (or otherwise easily convert) contacts from a worksheet column to create a group
There needs to be a workflow that allows a user to select a contacts column and be able to copy/paste (or otherwise transfer) the values into group management. The current settings do not allow one to easily transfer or convert contacts in a worksheet column and into a group because of how the contacts field is formatted.…
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E-mail Sent After Submission to Submitter?
When you are using Smartsheets and you want to send an email to the person who submitted a project request after submission how do you setup this rule in Smartsheets? I have a place within the form for the user that is filling out the form to enter their email address but I'm not able to figure out how to setup a rule to…
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Column Formulas in a Form
It would be great if you were able to use a column formula column in a form. For example, I have an IF statement that defaults a cell value to "N/A" if a condition is met in the previous column. That column is used in document mapping to show the end viewer of the PDF that the cell was not applicable.
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Timeline view
Hi, does anybody knows why i can't have a correct sorting in my swim lanes? (pic 1 app.smartsheet.EU) I expect to have 01.XXX on top rather that in the middle. Then in the US environment this was done automatically and i was even able to have colors on the side of the swim lanes. (pic 2) Thanks to those who can help.…
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Dynamic View filtered by "Created By" returns "Record no longer in view" on create
I am working on a project to allow users to log time using Smartsheet. I wanted to create a simple process for an end user, but I don't want end users to see each other's time entries. I also don't want them to have to specify their name for every record they create to save unnecessary clicks. To facilitate this process, I…
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Resource Management Analytics: Display Entire Report Name
Problem: The Resource Management Analytics Saved Reports list only displays the first 23 characters of the report name. While the user can hover the mouse pointer over the report name to see a call out display of the entire name, this extra step is time consuming when scrolling and stopping for every report that has a…
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Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…
