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Automated export and Automatic upload
Each time a row is added (which is requiring an approval) i need the sheet to export the new data, to either an excel spreadsheet or google doc and upload to a secure site. The other option would be to do this based on frequency like nightly, but I guess the real question for me, and yes I am both new and green here, can…
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Automation, Reports and Projects
Hello, I'm trying to find a way to automate my Reports. I want to create a Report that uses an entire folder under Data. So that when I add a new sheet to that Folder the Report automatically updates and I don't have to modify the Report after every new sheet. Another automation I would like to do is create a site…
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Can I Auto Assign Tasks to Myself?
When creating a new task can I have it automatically assign it to myself?
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Freeze row or rows at top of sheet or column info mouse-over
Since the column header are fairly limited in max length, it would be nice to be able to add some info on the column purpose to either a row that has been frozen (does not scroll with rest of sheet), or to a mouse over field. Is there any plans for such a feature. Kind of surprised it isn't already in place. Maybe I am…
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Linking & Formulas
I would like the information from the first document labeled template first to auto populate into the second smartsheet labeled template second. I am managing multiple projects at once and have 7 smartsheets to track the data specific to each of those projects. I have 1 master smartsheet which houses meeting information,…
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Copy-Paste Rows WITH PREDECESSORS?
Hi, When I copy-paste rows that are related by predecessors, these connections are lost. Although I understand losing connections to rows that are not in the copy-paste panel, however it is a big time waste and error risk to have to re-create predecessors one by one. Did I miss something? Is there an easy way around it?
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Smartsheet template with approval request
Hello, We will need to create multiple number of sheets periodically and thinking of creating them from a Template. The sheets will be quite basic/plain - mainly contain free text, drop down list, number and dates. I am quite sure this can be accommodated by the template. Can the template also cater for Approval requests?…
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Setting Up Timesheets
Dear all Our company would like to use Smartsheets for timesheets. I have been trying to get up to date on best way to do this on the smartsheet site and also reading queries raised in the community - however would appreciate if someone is able to share a form they have already created with drop down boxes for client names…
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Adding a new currency
Hey, My company is use to work with Central African Francs (XAF) as default currency. At the currency list in the spreedsheet, we do not have it. Does anyone know how to add a currency? Thanks in advance!
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
