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Restrict a user's access to Dashboard only
I am new to Smartsheet but learning fast. We are starting a project to use Smartsheet for client onboarding to our software. I intend to create a client-facing dashboard but would like to restrict a user's access so they cannot click on the Home tab which they have no reason to view and is just a place for them to take a…
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Dropdown Menu Resrictions on forms
I created some Dropdown List fileds and I did not retrict the values. When I test this field on the forms it doesn't allow anything but the values available. Any suggestions? Thanks!
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Symbol Column description
Can the description of each symbol be changed? Thank you!
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Filter default settings
I use up to 5 sheets at any one time, each containing information relating to different customers. I frequently need to filter information on any particular sub-client via a text/number column. The default ‘Create New Filter’ uses “contains” for me to enter a unique name of the sub-client, and all rows applicable to that…
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Template: Team Task List by Priority
Hi Everyone, I'm new to Smartsheet. In the Template titled Team Task List by Priority, there are headers. High Priority, Medium Priority, Low Priority and Completed. My question is: how do the tasks in lines below the priorities get assigned to which priority? Do they get auto-populated to each priority based on something?…
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Sharing within a Workspace
I have some folders setup in a workspace. In the column 'Sharing' for the folders, it says 'Workspace'. In the 'Workspace Shared To:' list, it shows three users.. Somehow all users can see the items in the folder, not just the three users in the 'workspace shared to' list. How do I restrict these folders? Thanks!
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Can I partially mirror a sheet?
Hi, I hope someone can help me with this. What I'm trying to do is find a way to automatically share some information from a sheet into another. For instance, I want to have a sheet with all the relevant information for the company's projects, including financial information. Then have another sheet mirror most of it…
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Epic to story issues from Jira
Hey all, I recetnly created a workflow with smartsheet and jira. All the issues seem to be imported with the stories under its respective epic indented. Later, when i linked some issues to its epic in jira and then refresh smartsheet i dont see those stories to get automatically indented under its epic. Do i have to do it…
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Dynamic Durations
I would like to calculate the duration based on two tasks. For example, I want a start date from say task 1 to be the start date of Task 2, while the end date of Task 2, to be the start day of task 100. The duration should of Task 2 will now be the total number of days between task 1 and task 100. If I adjust Task 1 or…
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Project sheet multiple users restricted data view
I have a question , If I create a sheet to track the tasks done by my team, is there a way where i can have that when each member accesses the sheet, they can only see their own inputed data, but for the admin he can see the full sheet without any problems ?
