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Automated Workflow...What is the best way to optimize the Update Request?
Hi, I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message: However, some users are not seeing the customized message, so they are unaware of the task…
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Should collaborator's have a license to edit my Sheet?
Hi everyone, I'm a new user and currently building an information system with Smartsheet. I have read the Plan but want to make sure with this question. Question : With Pro Plan (current), is not enough to run such a system (description below), isn't ? If i upgrade to Business, is it enough ? Description : With Pro Plan…
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Merged: Make the name in Latest Comment row optional
This discussion has been merged.
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Merged: Export a report as shown with formatting in Smartseet
This discussion has been merged.
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Capability to Share sheet template in Dashboard
I have created checklist template but currently I don't have a way of sharing this template via Dashboard. (Only thing I find is to move it to shared workspace but this does not work for us right now as a solution. ) It'll be great if we can share the template via Dashboard for others to use.
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Creating and Sharing Dashboards
Hello Community! I am starting to get really good at creating dashboards, but wanted to chat about best practices. I can foresee the need to create externally facing dashboards for our customers but wondering what the best way to do that is so that it doesn't become super time consuming. Is it best to create a copy of the…
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What are my options for MFA on third party free accounts that I share to?
I have a project that involves users from several organisations (My org, partner orgs and client orgs). Free accounts allow us to communicate effectively on various projects but I am concerned that if a user in partner "A" (whose access is user.name@partnerA.com) leaves and is hired by partner "B" they will stil be able to…
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Tips and Tricks for Sheets
This is a general message, I am using Smartsheet for all my work purposes, making calendars and setting notifications, are there any tip and tricks that people have some across that they found useful/quirky/productive? A bit about the calendars: there are 30 or so all individual, each member of the company has control of…
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Bulk Remove Items in Sheets Folder
In the Sheets folder that stores all owned items, as well as items shared to you, there is not a good way to bulk remove these items. There is a Select All checkbox, but once clicked, the Actions button is greyed out. This causes users to have to manually go in and remove each individual item, which can be incredibly labor…
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Approved Domain Sharing
Hi all, As an Admin I would like to run a report to establish what external users have been given access to our content. All external users have to be in the approved domain sharing list, however what are they accessing? Thanks Gavin
