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Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…
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Is it possible to include a formula in a hidden field in a form?
The reason for asking is we are creating a smartsheet with form for training candidates to register their names, which will then create a certificate using document generator. In order to get the certificate PDFs to have a unique file name I have added a column called file name with the formula ="COSHH Training Certificate…
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how do i update the 'action tracker' status column from the action tracker updater sheet
I want to make a system where not everyone can see my action tracker sheet. What can I do to ensure that the status column can be updated to whosoever the action has been assigned to without them having to see the full sheet
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Admin Authorise change
Hi all, would it be possible to add in a feature so i can select a column which allows people with editor permission to change. However before that change is locked in, an admin has to check and approve the change. One of the main reasons we use smart sheets is the ability to lock columns and rows which is fantastic.…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Same subtasks for all projects..
Hi all, I'm new here, so sorry if the question's been asked before and I couldn't find the answer, but: I work on multiple projects at once, and they typically have the same group of tasks for each (I work in communications, and for every event (/project) I draft the same suite of products, and they get approved in the…
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Is it possible to filter out submissions from a form based on if the email field?
Hello, I am learning smartsheets and am unable to find a way to do this. We have a form for one of our sheets so people can submit requests to my team. However, we want the requests to only come from our organization. The form obviously has an option to only allow submissions if they have a smartsheets login but that…
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How can I summarize 26 sheets and then generate a document
This is a complex one that has been rattling around my brain for a while now. We have 26 sheets, each has a form tied to it that allows folks to enter information based on review/compliance questions. Example: AB 1.1.1 Did you observe them following rules? - If yes they receive a % score if No they receive a 0 and in the…
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Populate Column From Another Sheet's Dropdown Menu
Hi all! I was wondering, is it possible to populate an entire column based on the dropdown menu from another sheet? I have one sheet where all tasks are listed, and are assigned to people via a dropdown menu. I am trying to create another sheet as a cross sheet reference that summarizes hours of every individual. What I…
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Customizing Display Fields for Slack Notifications
My team would like to see a future capability of being able to change which fields are displayed for Smartsheet automated notifications on Slack, similar to those in email. At time of publishing, only the first four columns that are filled out are shown. We've identified a workaround by moving the column we'd like…