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Are Attachments Protected or Secure?
I apologize if this has been asked before but I could not find the answer. My organization is looking to see if attachments are considered protected and secure? For example, if we have something that contains Personal Information for an employee (not HIPAA), would this information stay confidential? Does Smartsheet provide…
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Error message on deleting attachments
I was going to delete attachments from the Workspace Attachment Summary window. I had attached a HowTo document to a Master sheet -- and each time a new sheet was created, the attachment came with it. So, time for cleanup and a change to my process. I selected the 6 attachments and selected "Delete All" as some had…
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Attachments in a Smartsheet line
Is there a limit on the number of attachments to a Smartsheet line? Versioning limit?
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What network ports are used for uploading file attachments in Smartsheet
I want to be able to block the network ports in my firewall to prevent a user from being able to attach a file to smartsheet. If not ports, then what is it connecting to on the other side and I can block that. I have the Team plan, and unlike the Enterprise plan, does not give me the control to restrict/block that…
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Setting up a Point of sale Sheet
Good afternoon, I was thinking of setting up a POS/point of sale sheet on excel. I googled it and found instructions on how to do it. But the person that was nice enough to post the information wrote it assuming that everyone knows how to enter Macros etc.. Then it came to mind that I should check here. I did speak with…
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Attaching URL's to Each Row - Is there an option to have them available for the entire sheet???
Hello, When a new row is added to my sheet, I have 3 url links that I need to attach to the row. I can then "SEND" the row back to the requestor with the authorization and the URL links for them for reference. Currently I have to copy/paste these URL's to EACH ROW....is there a way that I can have these 3 URL links…
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Linking Back to a Sheet
We use another platform to create Kanban cards. Is there a unique link on a sheet that is unique that I can copy and paste onto my Kanban card so that the user can easily navigate to the correct sheet?
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Multiple Users on Master Sheet
We have multiple contributors to a master sheet. They are responsible for the rows that are moved to this master. Is there a way to allow them to continue to edit only the rows they have moved to the master and not be able to edit others rows that have also moved to the master?
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How to track old inquires? New disscussion/attachment dont change modified date
I have a sheet where each new inquiry is recorded in new row. I created new report (based on modified column) showing inquires not modified for more than 30days, (because after 30 days we want to identify and contact inactive clients). Problem is, if I enter new discussion / attachment (usually saved through outlook app,…
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Smartsheet for email management via Zapier
I would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapier to forward emails to create a line in the sheet. Trying to figure out the most…