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default links in Notifications email
I have our sheet set up to send a notification to the client as their project moves through our department. In this case, for instance, the client will request something to be designed and printed, they will get an automatic email notification as the project moves into design production, in review, to print, then complete.…
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Dashboards
Hi All - I am trying to create a dashboard to be shared with the team(s). Something with colors would be great! A list of all the projects and their status in a graph (or pie chart). Something with colors would be great! Any ideas?
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Formula to look across rows and columns in a table.
Hi there I need a formula that will look across rows and columns in a table. For example, I need the result for School District-B with 23 items. The result from the table below should populate with: $350 1-5 6-15 16-25 26-50 51-100 100-50000 School District-A $100 $200 $300 $400 $500 $600 School District-B $150 $250 $350…
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Control Access to a report based on status in separate sheet
Hi everyone, I'm creating a training portal with a series of tasks for users to go through. I'd like to grant access to a specific report based on a user successfully completing two initial tasks. The first tasks are as follows: 1) Open a report to [a] check a box and [b] change a Harvey ball. 2) Fill out a form. Task 1…
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Unrecognized System Contacts
I'm seeing behavior in a sheet that I'm not sure if this expected or not. I am a known contact in our corporate instance of Smartsheet. The screenshot displays content in a sheet column that is created by submission of a form. For this particular column, it's populated from an email address in the form field. Submitters of…
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Date formatting
Hi all, I'm trying to change the date formatting but I have no idea how to do so: trying to set date like May 2016 or 01/05/16 or any other formt but only comes up as 05/01/2016. Can you help me?
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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.