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Contacts and Tasking
Hello, I am on Day 0 for Smartsheet but making good progress and enjoying the tool. Two questions: I have manually entered in some contacts. How do I integrate them into sheet dropdowns? How do I actually assign a task to someone so that it ends up in their inbox?
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Can't post a comment on proofs?
I have been sharing proofs with teammates for about a year now. They have always been able to use the commenting function to communicate, but all of a sudden yesterday I had a teammate mention not being able to use this function. Then today another teammate has lost the function. It seems they can type out the comment the…
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Kanban or something else?
Hi all. I'm teaching myself how to use SmartSheet in way that works for me. I have a weekly check in with my boss and her boss. Right now I'm just using a grid but I really want to try to use a Kanban. What I cant figure out, and maybe I'm overthinking it, is how can i have it so that they can see the progress I have made…
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Seat type report - what is an "edit"?
Hi all, I ran our Seat Type report as part of the true up, and I noticed that a single user has made almost 550,000 edits in Smartsheet in the past 365 days. This is not a power user, the user account doesn't create items. I have 3 other outliers in the 10,000-20,000 range. So now I'm curious, what constitutes an edit in…
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Error Message to enter Rule Name when creating Logic in Dynamic View Details Panel
It would be very helpful to have a message letting Admin users who are creating Logic rules in Dynamic View Details Panel saying that you must name the Logic Rule. You can not leave the default "Rule #1" on the rule. It will not allow you to save or add another logic rule until it is renames. I spent a lot of time…
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Form fields to include Comments
It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted. I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.…
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Access problems with external users
Has anyone had problems with external users getting pushed into purchasing accounts? Most of our external users are able to view all of our dashboards without an issue, but one organization is getting warnings that their trial account is going to end and they need to purchase an account to continue viewing. According to…
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Number Color Conditional Formatting on Dashboards
I would like conditional formatting by color on "number" displays on dashboards.
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Harvey Ball status based on due date
Greetings Hope everyone is doing well. I have a need for some guidance. I've used a similar formula in the past but I am having issues with this one. What am I trying to do: I have a status column and RTDD date column and Symbol column for the Harvey Balls (red, yellow, green, and gray) I'm looking to have the balls color…
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Show all files that are pulling information from a file
We want the ability to see (on any file type) what other files are pulling information from the current file we are on to understand the dependency between sheets/dashboards/reports/etc.