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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Publish sheet in multiple views?
I'd like to show a sheet in the dashboard in both: 1. Grid view 2. Calendar view WHen I publish the link to put on the dashboard, it only one or the other. Please tell me there's a way to publish in multiple formats!
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Can you automatically apply a format to parent rows?
I would like parents rows to be formatted bold automatically in my sheet. I looked into conditional formatting but it did not have an option to reconize parent rows. Is there anyway to do this?
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How to create formula to count upcoming tasks in the next 90 days?
I want to see how many tasks each project I have are upcoming in the next 90 days. I can run a report to see this information, but I want to be able to display it in an easy to read chart with each project showing how many tasks they have. See attached example. I built the attached chart by running the report with the…
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Automating the addition of a task list to a sheet
My department is working on a change management process, the steps of which will be standardized for each change. We're using a web form and alerts to notify the team of a new change request, and managing the workflow with a separate sheet. Is there a way in the workflow sheet to populate the list of tasks without having…
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Suggestion for dynamic lists
A feature that would be fantastic for large scale project work would be dynamic lists that could be set up on a sheet and then referred to by drop-down lists in other forms/sheets. E.g. As more projects or names are added to a sheet these then automatically populate drop-down lists for an "Add new risk" form.
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Can we show Sheet Summary data on sheet itself to avoid inputting data twice?
Project Sheet 1 and Project Sheet 2 have detailed data. Sheet_report_summary pulls the "Sheet Summary" data (icon in the right pane) for executive summary. In our engineering meetings, we drill down into the details of each sheet. Can I show the "sheet summary" data on the sheet itself? For example, a project is RED-…
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Populating a Second Sheet
I have a form created for a sheet so that when it is submitted it adds a row to Sheet 1. How do I have a second sheet recognize that a new row has been added to Sheet 1 so that it can pull data from a few of the columns? Thank you, Matt
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Webhook "Error Code: 1151 - Scope 'sheet', object id <id> was not found"
Working on implementing a basic webhook based smartsheet connector to fetch usage data for users under one organization. During the Oauth2.0 flow, requested for following scopes "READ_USERS, ADMIN_USERS, ADMIN_WEBHOOKS". I am making the following javascript-sdk api calls : - - smartsheetClient.users.listAllUsers…
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Best way to export a Dashboard?
Print view looks terrible, especially when we have an embedded Calendar view widget it shows up blank. We have widgets: - Report - Shortcut link to sheet - Calendar view We would like to "back up" the dashboard view to PDF or image format and attach it for those that want to view offline (and back up in Dropbox).