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Reports and emails
From what I can see, reports do now allow formulas to be created within them (the formulas have to be in the sheets). I need to share lists of newly signed customers, recently created opportunities (pre-signed), recently cancelled customers, and customers we've decided not to take on along with the contract or potential…
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Automated alerts for changes to cells linked between sheets?
Hi, We have sheets that have linked cells between them. I want to set up automated alerts if someone changes any information on that row, but would settle for changing specifically the dates (which are also linked). Is there a way to do this? Thanks!
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Label Parent to Sub Tasks in Reports & Reminders
It would be helpful if Reports, Reminders and the current Outlook Beta displayed parent task descriptions when information is displayed for sub tasks. In our organization, many sub tasks could have similar descriptions in several phases of our projects. It would be beneifical to see the parent or outdented rows description…
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ERROR: a resource is busy or you lack sufficient access rights or permissions
Hello, I am unable to take an email document stored in smartsheet and save to box. I have tried to download the email, save it to computer desktop and receive the error. "a resource is busy or you lack sufficient access rights or permissions" I have tried to download the email document and while the email is open chose…
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How do I send the same form out to folk multiple times where each new person answers questions in a
I have form that has multiple sections that is used for audits. During the actual audit day, a customer may find 30 issues. I need to capture those 30 items in the 1st section of the form with an owner (no big deal so far). Then the owners have a few weeks to manage and close their items. Do I ping the folks to update…
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Reports - pdf or Excel ?
I send regular reports to customers showing their expected delivery date of products. These dates can change frequently to suit their own construction schedules. Some customers prefer Excel format, others prefer PDF. If I need to change the email address of any customer, or add another name to their team, I am unable to…
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email link duration
We frequently send links to documents to our clients - and they frequently don't click the link for more than 30 days. Is there a way to make a link last longer than that?
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Generate list of recently updated sheets
I would like to have a quick readout of the five or ten most recently updated sheets from WorkspaceA or WorkspaceA --> Folder5 I can build a report that grabs all of the sheet rows by updated in the last 30 or 60 or 3000 days, but how can you get a list like: * FinanceSheetXYZ updated Yesterday by John Smith *…
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Allow multiple sheets to be selected for the same new Alert
Allow the same new Alert to be created for several selected sheets at the same time. When starting a new project, I take a workspace and Save As New to get the sheets, reports, and folders. It would save time to be able to set up all the new Alerts on the new sheets at once. This would not be needed (for this use case, but…
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Delay in Alerts and Update Requests
My assumption is all the global problems this week with "Report Delays" as documented at https://status.smartsheet.com/ is actually not the whole story or only thing affected because automated alerts and manual update requests take several hours (8 or 9) to reach a person's email inbox. Anybody else out there with this…
