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Automatically Add New Sheets to an Existing Report
Can new sheets be added to an existing report automatically? I am using Smartsheet as a project tracking tool. As I add new project schedules, I want those new schedules to feed an existing tasks assignment report. Can I do this?
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Form timer
Suggestion to have the option to limit the time a form is accessed, from the time the user begins/enters the form. If the form was not submitted prior to the time limit, the form would close and capture answers up to that point. We want to use this feature for interview assessments sent out to candidates. It allows us to…
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Merged: Copying automation from one sheet to various sheets
This discussion has been merged.
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How to Allow People viewing a shared link to change views
Hello, I want people outside of my organization who are viewing a live link of my sheet to be able to view the sheet in calendar or board view. Is this possible? If not, any recommendations on how a sheet can be manipulated to offer a beeter viewing experience than just the default grid view? For people viewing outside the…
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
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Is there a way to Auto Open a Report or Dashboard the moment I log into Smartsheets?
I would like a Report or a Dashboard to automatically open as soon as I sign into Smartsheets. Can this be done? Thanks!
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Populate Notification Message Header with Information from a Form Contact (email/name)
Is there a way in the automation workflow to have the notification header auto-populate the name/email of the person that has submitted a form? I have a form where individuals have to enter their name and email. When we want to go back to our emails and search for the proof of submission notification, it's generic, and…
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Why is a text field only appearing in automation responses as the column title and not row contents?
Hello - newbie to Smartsheet! Have reached a roadblock I hope I can get your help with. I am automating a report sent to a manager after their team member completes a Smartsheet form. The team member is assessing their ability on a scale of 1-4 against various role requirements. Due to form limitations on the number of…
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Auto-Numbering Parents, But Not Children
I need to set up a means of having "auto numbers" (use the next number in the sequence) for "parent rows", but not "children rows". Is this possible?
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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
