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Pull data from a source sheet to a destination sheet with one condition
Hi there. I have an issue and I would like your help please! You can find below the Smartsheet I have: I have a 1st Smartsheet "Source Smartsheet". In this Smartsheet, I have a list of projects with one line per project and multiple columns that are used to save the data for each project. I have one unique ID per project…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Share sheets as hidden
When sharing a report that needs to be edited i also need to share the sheet onto the person editing. For some of my sheets this can cause GDPR concerns as i don't have sheets per company only sheets per process. (It would kill all efficiency to have to create a sheet per company for each process). If i could share the…
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Protect Workspace Sheets From Being Copied
Good Day to Everyone. I have created a project management structure (folders, reports, dashboards, schedule, risk/actions. etc) that I think is fairly thorough and reasonably simple to use. I have invested a fair amount of time in developing this. Is there a way to protect it from being copied by people I share it with?…
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NEW! Proof Annotation Enhancements
Hi Community! Great news! You can now use emojis when making annotations on a proof. Using emojis in your annotations can help you visually categorize your proof feedback into a like, an idea, a question, or a concern. Additionally, you now have access to new pin colors, new annotation shapes and new line styles. And…
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Changing ownership makes Chart Widgets turn to Missing Source
As the Smartsheet Admin, I create most of the Sheets, Reports, and Dashboards for the Executive team. When we transfer ownership of all Sheets, Reports, and Dashboards to the Executives, their Dashboard Chart Widgets all state "Source Missing". Smartsheet's Help Desk provided this response: "... you may need to transfer…
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Ability within Dynamic View to Share Admin Access to a Smartsheet Group OR Mass Share Admin Access
For anyone using Dynamic View with over 30 views, it gets increasingly difficult to manage Admin sharing within your views when views are pertaining to different clients, departments, areas, etc. The ability to use groups for sharing access to Dynamic Views is standard practice, but there is no group sharing for Admin…
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Can I create a group with multiple people to give access to multiple sheets
Currently if I need to grant access to 10 people I am individually adding them to each sheet. Is there a way to create a group, add everyone to that group, and add this group by name to all the sheets instead?
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Report sharing to non-license users
I recently shared a Report to one of my coworkers who is not a licensed user. She can access, but can't see any content. So I shared the Sheet that built the Report to her, she can see the content of the Sheet. I publish the Report, gave her the link, she can access and see the report too. Another coworker of mine also…
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Collaboration of Project Plans
Hi We are using smartsheet to manage all of our customers onboarding projects in the Professionals Services department. We have global team that share resources globally. What are the best practices we should use in order to share all projects among all team members and have reports/dashboards that will highlight project…
