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Best way to manage an iterative process in Smartsheet
We are planning to implement a book publishing project in Smartsheet. At one point in this project, the pages of the book go back and forth between the writer, editor and compositor till it gets finally approved with no further changes being required. The number of times this cycle repeats itself is unknown, however there…
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Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
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Webforms Colors and Logos
Our company owns multiple Brands and i create sheets/ webforms for all of them. I am wondering if it is possible to have different colors and logos for different sheets? We are currently running a rebate promotion using webforms for one of our brands so i want that brand's colors and logo on the sheet, however i need to…
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Trying to do a group IF statment
Not sure how to ask this but I am trying to set up a tracking sheet that will automatically pull info from a master sheet. I would like to send out a form from for someone to fill out and all they would need to do is put in the job # into the form, and on the track sheet it will automatically fill in the rest of the…
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Dynamic Webform Questioning
Is there a way for a SS Webform to present specific questions based on answer provided in previous questions? For example: * Q1. Did you like ice cream? (Yes/No) * Q2. What is you favorite flavor? Q2 would be asked only if the answer to Q1 is "Yes"
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Forms
I've created a form with notification delivery, I know i can edit the columns to the recipient. Is there a way to only have items selected in the Form that the user has selected to be sent in the notification message?
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Copying column headings and layout from one sheet to a new one
Good morning all We've had a message pop up stating that we've reached our quota for one of the sheets we're using. I'd like to be able to quickly replicate the sheet again on another new sheet, along with the form we use, colour scheme, and current layout. Is this possible?
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Formulas // How to set up one sheet writing to another
I created a project request form for one of my team members -- others on the team enter a request by filling out the form, and so the sheet becomes his workload queue. Another team member has a schedule on a separate sheet with some items assigned to the same resource. She asked if there is a way that if she selects his…
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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…
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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
