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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…
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Recording the Date when a Status changes in a column
Hi, I am looking to build reports on how long it took for a status to change into another status. I have read some of the previous solutions; record a date automation, but it seems like this isn't working for me. When I am trying to create the automation it gives me only one option in the "record a date in" > "select a…
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Additional data/fields for contact
Hello Team , The Contact feature as of now include only contact name and email I would like to suggest to add more fields for a contact . Example : Mobile and Phone , Address and photo specially for non smart sheet members This is will help us to reduce adding many columns that not needed just to add above data. might have…
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Automation Emails
Hello! I've made a sheet that's associated with a form that has automation programed. With each instance of the following, the automation is to send an email to the identified personnel New Line item (New form submission) Edits to a single field During the testing phase, both rules worked and sent out emails as planned.…