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Custom Message when Form Disabled
When I de-activate/disable a form, I would like to display a custom message. Right now it says, "The form you are attempting to access is no longer active." I would like for it to instead say something like, "The form you are attempting to access is currently under construction - please check back soon! You can contact…
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Issues with IF formula
I have two formulas which work well independently, but when I combine them they don't. formula 1: =IF(YEAR([Joined date]@row ) = 2025, JOIN(COLLECT({Membership Survey 2025 - Experience}, {Membership Prioritisation Survey 2025 - Org}, [Organisation name]@row ))) formula 2: =IF(YEAR([Joined date]@row ) < 2025,…
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Generating documents from row data
This discussion was created from comments split from: Generate documents from row data.
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Public links to sheets in automated emails?
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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Published reports no longer include highlight changes, print, view icons
I have dozens of published reports that I've used for years. Below the title, there's always been the toolbar icons to print, highlight changes and toggle between calendar/Gantt/card view. In recent weeks, the toolbar has disappeared. I've tested creating reports from different sheets, and cannot make it appear. I need to…