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Automatic document archiving?
Hi, we currently use Smartsheet to house our policy and procedure frameworks. One of my colleagues have suggested considering a more capable CMS that can automatically archive old documents. Currently each policy or procedure are attached to an individual Smartsheet row. When the document is superseded we either leave it…
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SmartSheet vs AutoTask feedback
Hi SS friends! I was hop to get feedback from the community on advantages or disadvantages of SmartSheet vs AutoTask. My company is utilizing both products now and I'm curious if both are really needed. Thanks!
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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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auto update from multiple sheet
Hi, i'm looking for someone who can help out in setting up smartsheet for the company.
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Help with Google Forms sync
Hi All, I am trying to create a procurement Smartsheet for my company, using Google Forms as a method of collecting data for procurement requests. The reason I am using Google Forms is that it has form logic, which is something the people at Smartsheets have not implemented yet, but are working on from what I am being…
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IF(And formulas to count late dates
I would like to create a formula that measures the health of a project (Red, yellow, green) with missing dates: Expected Date (June 6, 2019)- I assign that date to the vendor Scheduled Date (this is expected within 5 days of assigned expected date)- this is filled in by vendor Completed Date (this is expected within 5 days…
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What is the best way to backup my data in Smartsheet?
My company is adding a lot of important and senstive data to our sheets and I am concerned that one of our users might accidently delete data that we need. What would be the best back to backup all of our sheets? Is there feature that will automatically backup our sheets?
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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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Sharing Edit Permissions to a Group
I set up a workspace with 4 sheets and will soon include reports, dashboards, etc. I created a group and added my team members to the group. I then shared my workspace with the group, granting them edit/cannot share access. I have instructed them to click on the 'Work Account' button at the log-in screen. My understanding…
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Set a flag 90 days before due date and after due date
I am trying to flag contracts needing renewals. What am I doing wrong? =IF(OR([Contract end date]1 <= Today1 + 1 - 90, 1, 0))
