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Q: Share to Personal contact "group" in Outlook
Hello Smartsheet Community, How-to Question... Co-worker has a personal contact "group" in Outlook with over 100 people in the group. This is not a "distribution list" and not a company-wide "email group" for the directory - and we don't want to put it there. Also, we're not "admin" for the whole organization - so not…
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Best Practice for Capturing Project Info on PM project plan
My team is using the Project Management Office template set. I love the template set but I saw this Project Information section on a different project template and I like the idea. I added it to the Project Plan template in our PMO, but I can't figure out how to use it or if there's a better way to capture this…
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Count If AND
Hi! I am trying to build a formula in which I can count an item from a list as long as it meets 2 criteria: 1- Item submission is in JANUARY 2- A dropdown selection is "No" I truly cannot wrap my head around making the right formula so it gives me the appropriate result as I do not know how to build a count IF formula that…
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I want to report the values of mixed data types in a single column
I have many many sheets where column names are the same but data types are different (ex: some "Assigned to" columns are text/numbers and some are contact list, some "Project Name" columns are text/numbers, and some are dropdown list.) The choices in value type are driven by the many teams specific needs. This creates…
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New Workspace
I am helping a colleague convert her Shared Excel file (in SharePoint) to a Smartsheet project. We have the workspace set up, and 10 of the 20 sheets (in a folder). But here is the question, those 20 sheets (which are in a folder within the workspace called "QMS Entities"). And this user has a Master sheet, which she is…
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Optimizing Dynamic View Performance Through Reports
I'm looking to improve performance of a very large sheet by breaking its records into smaller, identical sheets (split up by record category)... then merging all of these smaller sheets back into a report. Many of our stakeholders interact with our sheet via Dynamic View, which means I would rebuild our Dynamic Views on…
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Forms: Best practice to reduce columns when using forms with logic
I am setting up an IT ticketing system to replace our aging system. I have a ticketing form set up using logic. In short its --> Issue or Request --> Request type select --> Subtype1 --> Subtype 2 --? etc... --> Issue type select etc... all the way down... As the user makes selections, more options are presented. The…
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Dynamic View Tricks for Common Painpoints
I've been using Smartsheet's Dynamic View to streamline and automate workflows in my organization, which has led to stakeholder onboarding that has scaled to a large group of external users. There are common complaints that have surfaced from both new and existing users, which makes me curious about workarounds the…
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Secondary Email option for Community
I am a contractor, but this would not matter, as in general when you accept a job at a new company it is unlikely that you will be aware of what your new email is, let alone have access to it. I bring up this specific point as whether you quit, get fired, laid off, furloughed, or whatever else there is, the end result is…
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Add weekly backup function to Control Center when provisioning new workspaces
Our team is developing a multi-tier solution that will have up to 600 individually provisioned workspaces that align to individual projects. We would like have the ability to enable backups during manual provisioning of new projects/workspaces in Control Center to ensure that all workspaces are backed up on a weekly basis.…
