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PDF forms - allow PDF creation without setting up a fillable PDF ahead of time
It would be beneficial to create PDF forms from smartsheet form to allow users to file out their data sheet. Then, it produces a PDF document with the related details where we can generate a PDF form directly from the document builder without uploading a fillable PDF file. Datasheet. Or we can create a PDF form directly…
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Formula help needed: multiple combinations
Hello, I am in need of help with a formula. Basically, I have a formula looking at column A. Column A has 9 drop-down options, multi-select. Each of the 9 options has a specific (i.e., different) email associated with them. I have a large IF function that will accurately give the appropriate email, based on a single…
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I have had some automations setup for months that send generated docs sent to email lists.
It would send 1 email with all the records that were in scope. Now, it sends 1 email for each record. I haven't changed anything. ANyone know how to fix this? It may have been a result of an update but not sure.
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Automation Workflow Triggers - Delayed response
I'm not sure if this is normal, but I have a simple automation to update a cell value when another cell value is changed. The trigger is working and the update works, but there is a significant delay in the response time. Over a minute from the time I make the change until the automatic update is performed on the sheet.…
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Sharing worksheets for View-Only
I have a single Pro licence and need to send URL's to various colleagues so they can view current status of project. No editing permissions are needed for these users. Am I right in thinking I should be able to do this? Everybody I have sent the link to says they are being asked to register to a free trial (not what they…
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need help on a SUMIF formula to sum values if any of several drop down options are selected
I need a formula to sum all values in a column if that row has selected certain drop down menu options. The drop down menu is single select, but I am only interested in summing the values if the row has selected any of the first 6 options from the drop down menu. Here are the options in the single select drop down menu: 1…
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What is the best process for updating permissions within Control Center?
We've recently implemented Control Center to manage a large number of projects for our team. As PMs join or leave the organization, what is the best process for updating permissions and moving projects from the old PM to the new PM? Then, how is that updated to the WorkApps piece?
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Bulk Action on Workflows
It would be nice to be able to take an action on all, or multiple, workflows at the same time. If you have a sheet with 20+ workflows tied to it and you have a need to deactivate the workflows (data migration), it can be a pain to deactivate each workflow and then activate them all.
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Timeline - bar positions / sort
ability to customize sort order / ability to move the bars to specific vertical places
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Log in as another user
As an admin, when I'm testing out new workflows or other things within RM or Smartsheet, I want to know exactly what users will experience with different permissions and access levels. Right now Smartsheet/RM do not offer this feature, but it would be helpful. I have used this feature in Workfront - link to more…
