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Notification Sent to Assigned Contact 4 Weeks Out...
Hi there, We run about 200 events per year and need to inform our trainers that they're assigned 4 weeks before the event start date. I know I can use the Reminder feature to send a reminder up to 2 weeks out, but that's not enough lead time. The master sheet we use is initially populated as an "Event Request" using a…
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Question about creating a pricing sheet with multiple linked sheets
Hello, New to SmartSheet and have only been through the basic training video. I understand this product is super powerful and can do just about anything related to spreadsheets. I just wanted to reach out to the community to see if what I was looking to accomplish is something the group feels is obtainable before I keep…
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Webforms: Auto hide based on answer of other field; Alerts based on answer of field
HI, I have a few questions. Scenario: A team fills out a webform every time that a they take a call. There are different fields available to them to fill in. Some of these fields(especially towards the bottom) do not apply if one of the first fields they fill out are filled out with a specific answer. each of these fields…
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Create a sheet or dashboard that shows all items requiring attention
My director would like somewhere to land that shows all the projects that are waiting on him to proceed. He does not want an email compilation; already tried that. Rather, he'd like to have a place within his Smartsheet account where he can click and see all the rows that have "waiting on Doug" chosen. Is this possible?
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Sending a shared sheet
When I send a shared sheet to multiple collaborators and check to "CC to me", I get multiple CCs. Is there a way to limit to just one CC to me? Not a big problem, but just an annoyance.
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Mechanize Alerts?
I'm linking cells between two sheets A and B. When my project manager changes a row's start or end date in their sheet A that links to my sheet B, can I have an alert triggered by this change to notify me via email? Is there a better way to achieve this type of mechanization? Another way said, once my PM is done with a…
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Assigned to = sheet owner?
Is there a formula or reference for an assigned to column that would automatically be the sheet owner? I'm trying to setup an automatic reminder email to a sheet's owner two weeks before a milestone date.
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Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
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Show changes made in the last 24 hours (only)?
Is there a way to have a smartsheet highlight only those changes that have been made in the last n hours? I look for changes to one of our smartsheets every morning and copy them to another file. We have yellow change highlights turned on but I'm finding that they can remain there for days, making it hard to see only…
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Send emails with live links other than web links
It would be great to have the hyperlink feature not just be limited to web sites. If I could put a link to a file located on my network, I could then send a notification or send a row and the email that would be delivered would allow me to click on that link to open the file or network location locally. Ex: A cell has a…
