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Automated Workflows Not Quite There
Hi I wanted to use automation to help update fields in a sheet and that does not work. If I update a field for example When field "With" changes to "Cierr" change the complete column to "Star" This does not work. I have to create a calculation in the cell to reference this. It would be much easier to add automation for the…
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Masked link in email notifications?
We use Update Requests a fair amount on our team. Sometimes in the body of the email I want to include a link to a Smartsheet Item like a Dashboard or an external item like a separate reference document. I have not yet found a way to do this attractively - I end up having to send the big, long, ugly URL. Thoughts?
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Copy / Paste to e-mail, word, etc
Hello all, Me and my colleagues are facing one problem while copying content from the smartsheet to an e-mail (outlook). I've attached 2 ss where in the first picture you can see what I would like to copy and second picture where the content being pasted into the e-mail. As you can see content loosing its border lines. Is…
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How to stop due date reminders once task has been completed
HI- We use Smartsheet for tasks that need to be completed by several people. We currenlty have reminders set up for due dates (both 5 days before due date and past due date). Is there a way to NOT send the reminder if the task has been completed/the 'Date Completed' field has a date in it?
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Enable Ability to Brand Alerts
Often times emails missing a distinct brand or identity tied to the company you work are overlooked. Will Smartsheet add more customization options to alerts so that we can brand them. We think making something identify with our company would prevent oversight.
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Prevent deletion of rows if it contains locked cells?
We are trying Smartsheets for a project and are running into a major issue. The sheet contains checkboxes of things to do, along with dates, and who did the particular task. It is crucial that the 'Task' and 'Date' columns be protected. Unfortunately, we're finidng that if you are an editor, even though these two columns…
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Suggestion - Default Attachments Checkboxes to 'unchecked' in Outlook Plugin
Hello Smartsheet, and thank you for such a great tool. One suggestion that would really save me a lot of energy - would/can you default the auto-checking of checkboxes in the list of Attachments in the "Smartsheet for Outlook" plug-in to 'unchecked' please? (or, alternatively, add a link to "uncheck all" at the bottom of…
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@ notification has a hard time finding email address
I love using the @email-address to send notifications to my team - thanks for adding this feature. We have a large organization and I find that when I begin to type someone's email, Smartsheet presents a huge list of potential emails and it is challenging to find the right one since I do not have these email addresses…
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Auto update of "Custom Date Range" when scheduling a report?
I'd like to schedule a report each month to automatically cover the next 90 days. But it looks like I'd have to update the "Custom Date Range" each time for the next 90 days. Is there a way to have the Custom Date Range update automatically? For example, "T " to "T+90"?
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Update/Approval request after declined
Hello, I am using Smartsheet for budget requests. The alerts & actions are set to send an approval request when the requester submits the online budget request form. If the approver declines the request, an update request is sent to the original requester where the comments, attachments, dollar amount can be updated. How…