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Question about creating a pricing sheet with multiple linked sheets
Hello, New to SmartSheet and have only been through the basic training video. I understand this product is super powerful and can do just about anything related to spreadsheets. I just wanted to reach out to the community to see if what I was looking to accomplish is something the group feels is obtainable before I keep…
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Excel template that generates (automatically) formulas for smartsheet
Hi Guys, I made an excel (macro enabled) that allows to my team create projects easily and faster. The file generates (automatically) formulas for smartsheet. I publish the example here You can register time here This is the video The video is in spanish, I will translate it in the coming days. Regards, Álvaro
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Sending a shared sheet
When I send a shared sheet to multiple collaborators and check to "CC to me", I get multiple CCs. Is there a way to limit to just one CC to me? Not a big problem, but just an annoyance.
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Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
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'Send row' doesn't seem to be working
Hi, The send row' function in my Smartsheet is not working; i can create the email using the dialogue box and select the distribution list (all registered users) but when I click 'send' the email is not getting through to recipients - including me on the cc list. We've checked our spam filters - any ideas as to why this…
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Sharing a sheet but let him change just the assigned rows
Hi community, is it possible to share a sheet to another person and let the person change just the rows he is assigned to? Kind regards Steve
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TICKBOXES IN SMARTSHEET
I am trying to record telemarketing results for multiple users, who want a simple sheet to "tick" one of four boxes as to the quality of the call, every time they make one. This needs to be automatically updated, and centralised onto a single sheet, with the ability to breakdown into user and date. Ideally, we dont wish to…
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Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
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Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
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exposing a report in the email body
First time posting here so apologies if this has been answered. I've searched through the posts and wasn't able to find an answer. I'm trying to move over to Smartsheets from Google Spreadsheets for a few reasons but mainly for the automated reporting. The one thing I noticed is that I can only send a report out as an…