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Edit recipients in scheduled email reports
I have many reports that get emailed out on a defined schedule and often the recipients need edited. Unfortunately editing recipients is not an option (only editing the recurrence schedule), so I have to recreate the entire schedule to remove or add any recipients. It is very tedious and time consuming when you have…
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Merged: Updating Reports Sent as Attachments
This discussion has been merged.
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Merged: Copy/Paste Rows, Cells, group of cells from one sheet to another sheet
This discussion has been merged.
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How to link attachments with Smartsheet rows
I have multiple rows in a Smartsheet and each row has multiple attachments. I backed up my Smartsheet, backup contained an excel sheet and a folder containing all the attachments. All the attachments are named same how they were attached in the Smartsheet. If I no longer have access to the Smartsheet and have to use the…
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Be able to Store Comments, Attachments, Etc... in DataTable
I currently have a need to archive off records from a Smarthsheet to a DataTable that includes comments. Having the ability to include Comments, Attachments, Etc... in DataTable as well would allow use to archive several years of information into one DataTable repository would be a huge benefit.
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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Warning Message when Manually changing dates with Dependencies Enabled
When changing start/end dates with Dependencies Enabled, a warning message opens if the calendar icon is used to change the dates. The message states that the dependencies will be broken if the date is manually changed. We would like this same message to appear if someone manually types the date into the cell instead of…
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User Representative Regulation
For different approval workflows and general task assignments it would be incredibly helpful if Smartsheet had a general representative regulation for users so that I can set a colleague as my representative in my account settings for a specific period of time. This colleague should then get all notifications for my…
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remove duplicates in a report
I am in the process of creating a project tracker. At the minute, I am trying to create a report that contains 8 sheets. I am pulling them together to be able to look at columns related to a certain project Id. However, as it inserts every project Id that appears in each sheet, I have multiple entries of the same project…
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Provide ability for the Primary Column to use controlled data
We use Smartsheet to record results for training courses. The Primary Column is always the course name, however having a free text entry allows users to enter a different name for th same course. It would be so much better if the Primary Column allowed a Dropdown text option to be used instead of free text.
