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Smart(Dot) Phrase
A “dot phrase” feature similar to what Epic utilizes would be a valuable addition to Smartsheet. Many teams repeatedly enter the same structured text, notes, or explanations across rows, comments, and forms. Allowing users to type a short trigger such as .phrase that automatically expands into predefined content would…
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Workflows Keep the Work Flowing Leak-Free
I cannot emphasize enough - Smartsheet is my tool of choice for process management with full integrity and now process leakage. From the Forms that allow you to auto populate the Grids to collect data to analyze and present in a Dashboard, Smartsheet process management is completely self contained. I recently implemented a…
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Trace Data Moved by Automation
Is there a way to see where data is coming from if it is input or copied into a sheet by an automation? I have a sheet that is receiving to lines of data every night. I am not sure where these two lines of data are coming from. Initially I thought I was just failing to delete everything I didn't need after a sort, but I…
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Using Smartsheet for SOP / policy acknowledgements?
I’m exploring using Smartsheet as a central place to manage SOPs and internal documents and was curious if anyone is actively using it this way. Specifically, I’m interested in how people are handling things like: Notifying staff when a new SOP or document is posted or updated Requiring staff to acknowledge they’ve read it…
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Automated Smartsheet Update from Tableau
Hi all, I'm trying to automatically update a Smartsheet dashboard widget using data from Tableau. Currently I am manually refreshing or updating the widget, and I'd like to find a way to automate this process. Specifically, I'm wondering: Is there a native integration that allows a Tableau view or chart to live-embed in a…
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Separate reply-to email address for auto emails
Hello, I'd like to vote for the feature of a separate reply-to email address when setting up auto emails. I'm the owner of a large number of sheets, and despite it not necessarily being a problem that emails appear to come from me, i'm having a huge issue with the large number of replies i receive. Despite adding text in…
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Merged: "Reply To" in Alerts and Update Requests to be sent to a non-licensed email
This discussion has been merged.
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Time Elapsed to Today in Months/Years
Hi! I'm trying to figure out how to use the NETDAYS formula to show how long someone has been a member of a certain team. I can't get it to measure to today using the formula that the website suggests. I want it to be running so that whenever I log on I can see the time elapsed to the day I'm looking at the sheet. Can…
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Update Dropdown List
Is there a way to automatically update my dropdown list for a form if I have a new item added? I have a New Order Entry form. I have a dropdown list of customers, but if it is a new customer, there is a checkbox to allow more fields to open up to enter that information. If that information is added, it gets copied to a…
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Record Approved By Email/Name
Hello- There's been a few question/discussions on this topic, but they are a but they are older posts. I'm trying to record the email/name and date when travel requests are approved. I'm capturing the approved date with a Record Date Automation, so that it easy, but the approved by field is getting messy. I'm currently…