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True-Up "Last Activity" Logic
The current logic behind the "Last Activity" column in the True-Up is not useful for performing True-Up nor ongoing reviews of licensed seats. I need to know when someone last made a modification to any sheet regardless of the level assigned to the modified sheet. In my case I have a project manager who is an owner on…
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SYSADMIN : Seat TrueUp Displays Incorrect Last Activity Date
I have uncovered an issue in the Users Seat screen for TrueUp. I have a licensed member who is currently showing as having not used or Modified anything within Smartsheet in 4 months. Upon further investigation, I pulled down the data from one of the SysAdmin reports and looked closer at her usage. She is a regular use of…
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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
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Update Request - Unable to determine your identity
I use update requests to gather information from my stakeholders. Recently, several users have been experiencing an issue of "Unable to determine your identity, therefore we are unable to process your request. An unexpected error has occurred attempting to process your request. We are sorry for the inconvenience." I use…
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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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automation emails being sent as a single email instead of multiple.
We have a sheet we use for Development Projects, sometimes people submit support tickets there that we want to be able to easily forward to our ticketing system, Service Now. I have an automation setup to trigger on a checkbox being checked that sends an email to our ticketing system, which creates a ticket. The trouble…
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Change Primary Email?
This discussion was created from comments split from: Primary Email.
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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Color Code Headers
It looks like this feature is already been requested several times. However, in case no one has filled out the form, being able to color code the headers by adding a background color to them would make breaking up tracking sheets or calling out specific columns in the grids so much easier. Seems like a feature a lot of…
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Outlook plugin on Shared mailboxes
Hi, I have a shared mailbox which is licensed for the smartsheet app but the plug in does not appear either in the outlook app or outlook web app. It however works fine for any user. I also tried converting the shared mailbox as a user mailbox but the issue persists. Is there something you can help me with ?