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Parent Row Symbols based on highest priority?
It is possible to create a formula that will change the symbol to represent the HIGHEST level out of the 4 rows? IF the (HIGHEST) Risk Level for rows 1-4 is "x" THEN action for symbol column is "low" = blue symbol is "medium" = green symbol is "high" = yellow symbol is "extreme" = red symbol I currently have a formula to…
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Attachments need to be attached to an email not linked
We would like to be able to send an email encompassing a couple of rows with attachments (Invoices). The recipient of the email needs to be able to access the invoices as attachments as a computer reads them to populate their accounting program. The computer is unable to read the invoices if they appear as links to…
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Emailing reports, except for when blank
I have a report pulling data from several sheets inside my workspace. Essentially it emails the report as an attachment every morning at 9am to my team and lists out open project needs. The question is there are some days when the report is blank (ie. no open project needs). Is it possible to: * not send an email if report…
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New Notifications Design
We had working notifications set up in the past which would allow us to create notifications based on rows instead of columns. Now it seems a user will get a notification if anything on the sheet changes instead of a notification for changes to a specific row, which can lead to hundreds of useless notifications. Instead of…
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Send Row - Filter Save
I utilize the Send Row feature on a daily basis. The majority of the time, the columns I select from the "Customize" section are the exact same. It would be awesome if I could create a filter and have the ability to select it as opposed to manually selecting all of the columns every time. Thanks
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One sheet, diffrent collaborators
Dear, We would like to use one sheet/workspace. This sheet with be used by different collaborators with different permissions: 1. On Site; 2. Engineering; 3. Project Management. I would like to make one column with the above mentioned. When i add a task to (for example) onsite. I only want them to see the task for On Site,…
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I am trying to create a survey that tracks each person's responses (NOT anonymous survey) - anyone k
I'd like to create a survey in Smartsheet that links a person's responses to their name/email. Additionally, is it possible for Smartsheet to send alerts/reminders to only those people who have not responded to the survey yet? Thank you!
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Website migration project
Hello, I'm a new Smartsheet user, managing a large health care website redesign project. We have a large amount of content to move from an older CMS to a new one. We're also moving from a static to a dynamic site environment. Are there any users here who have used Smartsheet to manage and track a large content migration…
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Instant Notification Whenever Someone Assigned?
Is there a way to make it so whenever someone is chosen in a contact list, they receive a notification that they've been "assigned"? I see that folks can receive an alert if anything changes, but I only want them to receive a notification if they're chosen. Thanks!
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[Product Enhancement] Improve Update Request Messages - Bundle E-mail, Add CC
Often I am sending an update request to two people who work in tandem - the current system creates two individual e-mails and records in the system rather than 1 e-mail/record that shows multiple recipients - the same way using any other e-mail system does. The current method causes mis-communications and does not promote…
