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Sharing Question -
A workspace was shared with me, and I was made an editor who can share. For a specific SmartSheet in a subfolder underneath that workspace - how do I request to the owner that I want to be an admin of that SmartSheet in order to set up conditional formatting, send automatic alerts, etc.? I do not see any option of making a…
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Calendars
2 Part Question I want to make 2 employee calendars 1 for vacation another for PTO. Can I create just calendars? I created an installation sheet and a service request sheet. Is there anyway to merge the 2 calendars and color code the installation separate from service request. I would like to be able to view 1 calendar to…
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Updates are not visible
I have a MSFT- Promo account and a month ago I created recurring Update Requests that are being sent out to my 17 customers. Since the upgrade last week, I cannot find the Updates that I created but they are still being sent out (yes, I checked Alerts and Actions). I keep getting a message "Upgrade to Business or…
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Notification Dates
Is there a way to edit the dates for when to set a notification past 14 days? We are looking at a way that this can be edited when we need notice 3 weeks in advanced or any specific number of days.
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Setting up a Notification to send to myself
Hi, I have an issue with Smartsheet and I'm not sure if I'm doing something wrong. I'm setting up a notification through the Alerts and Actions. I want to Smartsheet to send me a notification when one of my users updates a Row to tell me that an Order is being despatched. In the Delivery Settings, I have Shared user or…
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How to make formulas work on top of a sheet if new entries are coming on the bottom of the sheet via
Hi All I am really stuck with this as I need to amend my fomulas manually every time I have a new entry. Whenever there is a new entry ( via Web-form) I need to change the formula to include the new row instead of helping me with automation it has created extra work for me. Did any of you faced a similar problem? What…
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Sending a row automatically after changing a cell
Hi all, Is there a way to program a trigger to send a row automatically? thanks!
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Web Forms - The ability to Submit and Add New entry
We utilize Web Form option to track Support Cases. If a user has multiple cases, they currently have to submit their first case then go back into the URL for the Form to enter another case. Is it possible to have an option at the bottom of 'Submit and Add New', eliminating the need to go in and out of the form?
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Alerts & Actions
I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told…
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If then statement for a list of individuals
Good day! I am trying to reference one cell in my spreadsheet that has a drop down list of 30+ people in the list. I want to create another cell using the if then formula to say if person a, person, c, and person h are in the first cell, provide this name for their manager. I have 4 managers that I need to divide this…