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Deactivate User but retain data
When an employee leaves the company, we want to deactivate a User, but retain their data on our sheets (for history reference). If we choose "Remove User Sharing Access", will this simply remove their ability to log into our Smartsheet account? The Status remains "Active" for this employee. Is there a way to change it to…
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Sending Alert Text Messages
Hi, I was wondering if there is a way to send alerts to my collaborators as text messages? Not sure if there is the capability to do this, and if not I would like to request it. Recieving a new email for every update can get to be too much. But I need the ability to highlight what has been changed on a sheet. Perhaps you…
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User Group Sheet vs. Workspace Sharing
I have a Workspace that has 1 sheet in it. First: From the sheet I shared the sheet to several individuals and 3 user groups. All received 'Edit - Can Share' permissions. The individuals can access the sheet while those in the user group cannot. Second: From the Workspace I shared the entire Workspace to the 3 user groups…
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Dashboard and interaction help
Hi, i have created a workspace which has some reports and other sheets on, this is all rolled up into a dashboard. I have shared the workspace with colleagues, however when they click on a report it brings back a blank report with no data. Any advice please, i am sure i am doing something basic wrong. Appreciated as always…
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Can I go back and edit a recurring e-mail and how?
I set up a recurring e-mail two weeks ago from a report and need to make some changes to who it goes to and the message it includes. How can I do this? Or can I even do it? I can't find anythig on Smartsheet showing me. Thanks
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Storing documents in a folder, in a Workspace
Looking for best way to share and store documents (Word, Excel, Visio, PDF, etc) inside of a workspace. .. Ultimately, would like to have a tree of folders that will serve as a Data Room for a particular project. Has anyone tackled this previously? Any way to make it work effectively without having to attach to rows and…
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Sharing with non Google mails
Hi, Is it possible to Share sheets with non Google accounts? If so, which password do they use to enter? Thanks
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Creating a Purchase order spreadsheet
Wondering what template might be the best way to create and share a purchase order system for our construction projects. I want to add links, pictures, pricing quantities etc. Can anyone help with this
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Using COUNTIF to determine quantity of rows with number not ending is 000
Hello, I'm trying to setup a "Line Quantity" of children where the primary column contains a 5 digit number. These numbers indicate line items of a purchase order and have a hierarchy themselves. The numbers that are considered the parent end in 000 with all the items that are children end in various numbers in increments…
