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Free Account Editors vs Paid Account Editors
I recently upgraded to a Pro account to help my husband with his business. In retrospect, it doesn't appear I needed a Pro account... I've created two sheets, one report, and one dashboard. I need him to be able to edit one sheet when there are updates to his deals. I was able to share the sheet with him, but he cannot…
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Joining the community
Hello! My name is Lesley and I first used SmartSheet about 6 years ago at a different company. I'm so glad that my current company sees benefits and invested in this powerful tool. My primary responsibilities include tech writing, instructional design, LMS admin, et al. Right now, I'm using SmartSheet to inventory current…
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NEW! “Is one of” filter for Work Insights
Hi Community! You can now select the "is one of" or "is not one of" condition in the Work Insights filter menu. When selected, the list of values available for the selected column will be shown so you can select the one you want. The list will include the values that are currently present in the sheet. Historical values…
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
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Your PDFs, in full-screen!
Hi Community, We’ve launched the ability to view PDF attachments in full-screen— enabling you to do less-context switching by reviewing and referencing your PDF files directly in the Smartsheet UI. This also gives you the ability to select your desired export options straight from the PDF viewer. There will still be the…
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How to identify the reports and dashboards to which an external contact has access?
To those in the know, I've been made aware a couple of dashboards and reports has been shared to an external contact over time. I'm trying to identify all the resources they have access too, so I can consolidate and streamline the reporting. Short of asking the external contact to do a screenshot of their personal…
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Adding contacts to Group --> added to shared workspace?
I have created a group called 'Coding organizers' and added 3 members in this: myself Dirk John I have then shared a workspace called 'Coding test' with the group. Now all 3 of us have access to the workspace. What if a new contact/member called Judith will be added to the group 'Coding organizers'. Will she automatically…
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Merged: Filter Individual Columns from Sheets
This discussion has been merged.
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Access Issues with Smartsheets?
Hi All, I have a paid license on Smartsheets and need to invite free users to certain spaces/documents to collaborate on work documents. However, when I share to users (both free and paid) with admin or editor access, they can't edit the document and have the 'view-only' version. I've tried contacting Smartsheet with no…
