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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…
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Comments in report widget
I have a report pulling in the info I need from a master, and then am using the report widget in my portal to display the contents of the widget. However, within the report widget I can't see the comment bubble/view comments. Is there a way to see comments from within the portal? Thank you!
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Removing duplicate types in an output report
I have a report that shows the output of staff within a department. It shows all the publications and events they are working on. I am looking to build the report so that it does not show duplicates of the same type of output by the same person. For example, Staff member A is running 10 roadshow events throughout the year.…
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Conditional formatting with heirarchy and card view
Hey All, I'm having difficulty getting my card view tabs to show a certain color based on percentage complete for the subtask. When I create the rule it either highlights all the subtasks based on the parent percentage complete, or does nothing at all. I am trying to have individual subtasks change color base on…
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Renaming columns affects reports
Why is it that changing the name of a column in a sheet breaks all the reports that include that column? I need to go into each and remove the column with the now defunct name and then add the column back into the report again. This is tedious and frustrating (what if I miss a report?). Fortunately conditional formatting…
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Searching Multiple Pages in a Report
Hi, Not sure if anyone is sharing the same frustration as myself with some of the limitations of SmartSheet, but I hit the 25,000 references limit within a month of using the system, and was told to use a report instead by support. This sort of works okay, but then today, one of the team highlighted that as soon as you hit…
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Report Design - How to show higher level task with late sub-tasks?
I am working on a couple of reports and they are working fine except I cannot see within the report the higher level task which has a sub task that is late. For example: Task Sub Task - OK Sub Task - Late Sub Task - Future. When I get the report to identify the late sub-task, I'd like to be able to see within the report…
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Reporting Using Parent Child Relationships
Hello - I have created a report to display the current user's list of high level milestones. This list is supposed to display any milestone that is blank under parent child relationship. This ensures only high level tasks are displayed. Its seems to work fairly well, but I have encountered one issue. For one of my sheets…
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RESOLVED: Report rows not updating in a timely manner
Update 2018-07-16 18h EDT -- resolved bug. ----- Very briefly: Underlying sheet changes and Report content currently displayed changes appropriately, however if the expected row count changes (either higher or lower) it can be up to 4 minutes (or longer, but I don't have the patience to test today) before the rows update…
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Smartsheet Chrome app refresh
I'm using chrome app for smartsheet, and I load a report, but the report is auto updating, if the sheet is updated via VLOOKUP the report won't update till i click refresh, is there a way to auto refresh the app? thanks.