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Looking for ideas to improve my current daily process re: managing references
Hi all, This is a very open question to see if I can get ideas from the community to improve my daily morning process with Smartsheet. Apologies for the lengthy question- this is outside of my usual very specific help request. I'm responsible for our Company's data; in the property insurance- independent adjusting world.…
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In Dynamic View, do Shared Users override Shared domains?
In Dynamic View Sharing, if a Shared User and a Shared domain are entered, and the Shared User's email address does not match the Shared domain, is that user still granted access?
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Merged: Publish Reports for Editing
This discussion has been merged.
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Sharing or Conversations, Attachments, Etc. side panels in the way? Temporary Fix.
I had a user at our company complain to me about the Sharing panel taking up too much real estate while on his laptop. He also expressed annoyance at being unable to hide the Conversations, Attachments, Etc. panel and having it stay hidden. I put together this simple Chrome Extension (works in the Edge browser too) that…
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Sharing Two Linked Template Sheets
We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project. When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. Is it possible to share two templates together and have them…
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Dashboard Sharing Outside the Organization
The people I want to share a dashboard with aren't really outside the organization but I ONLY want them to be able to see the dashboard...not have to log in or have access to anything else. I published it but it has a report on it and it says the report is not accessible on a published dashboard. What things can be shared?…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Notes Section for Rich Text Documents (Similar to Attachments)
Request: Add the ability to create editable rich text documents that are linked at the row or sheet level. Allow ability to have more than one document per row. Ability to track changes and lock the document from editing. Access would be similar to how conversations and attachments work: TL;DR: Sometimes information needs…
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Embedding Smartsheet on Intranet without publishing
Hi everyone! I have a growing number of colleagues who use Smartsheet and one recurring question is: How could we embed a report on an Intranet without making the content virtually accessible to anyone by publishing it? Note that wihilst we´d like all employees to have access, not all have a Smartsheet account. I would…
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Send notification without access to sheet
I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the…