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Filter to show Current User must be Contact List column
I noticed this new feature to show the Current User is in the Jan 17 2017 Product Release, but I dont' think the Help Article has been updated on this...maybe I missed it. To clarify, if you want to use this feature to create a Filter that shows the current user logged in, you must set the Column type as a Contact List. I…
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sign-in sheet/roster
I’ve been tasked w/ creating a sign-in sheet/roster tracking when and how often volunteers are volunteering. Looking to have either one person manages or have individual volunteers sign-in and mark off. Would like fields: Full Name, Function, Date, Time-In and Time-Out – and have the ability to sort by volunteer name or…
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Update request to mailer doesn't work?
Is there an accepted practice for sending an update request to multiple people? A contact column can only accept one contact rather than a list. I tried sending an update to a pre-defined mailer list, but when I send these requests, no-one on the mailer receives the email?! I can see the email being sent because I am on cc…
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resource-based Notifications per line item
Hi community I recently created a sheet which employees in our company can complete through a webform. I was wondering if it is possible to send a notification to one of our team members in case a certain field is chosen (dependency driven notifications). For example, if a record is added by an employee and one of the…
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Conditional Statements
Hi Everyone, I would like to as add formula to the start date and finish date of the task/project like, if the duration is less than 3days, the result will "rush fee applies" like a note. And, another formula is for language services or any other; language checks box yes or no if I click on yes those languages will appear…
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Work around to formulas across sheets
I am working with 2x sheets - one a CRM, the other a job list. I would like to be able to flag on the Job list when a customer name is entered which is not already in the CRM. In Excel I could use a combination of ISERROR & MATCH to achieve this, however from what I can work out formulas across sheets is not possible on…
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Encoding for importing csv file
Hello My csv file to import contacts has accented characters and these ones are not recognized (or badly converted) when importing. I tried my file with UTF-8, UTF-8-without BOM and ANSI encoding and same result for all 3. Does anyone solved this kind of issue? If i use the same file to import new user, accented characters…
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How do I remove erronous contacts from the All Contacts repository?
I am the Admin on our company account. I have updated the User Management and My Smartsheet Contacts with the most accurate employee list. When I am assigning out or updating tasks, there are still erroneous and duplicate contacts in the All Contacts list. How do i remove them to avoid confusion? Thanks!
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Maintaining a list of small department's resources
My compny is small (about 15-20 resources with limited turnover). To allow all users to work` w1ith the same list of resources as I undestand it, because contact lists are not shared, each user (or maybe just PM) would need to create (or import) a list of names/emails that would then be available to assign to tasks using…
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Contacts and Web forms
Hi Everyone, I am relatively new to smartsheets and there are two things I have been trying to work out adn for the life of me can not find the information to show how its done. The first is having a field aut populate based on picking a contact e.g Contact name = Gary Bee then the next cell should auto popolate with Gary…
