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Recurring sending of a report
We find ourselves needing to send a report on a recurring basis on the 1st & 3rd Friday of each month. However, when there is a 5th Friday, we'd like to have the report sent then, as well. There is the option to send on the last Friday, but that would include sending whenever that's the 4th Friday. Currently, I have to…
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Alert based on Report, not Sheet?
Is there a way to set up an alert based on changes to a report instead of a sheet? I have a "master" sheet that constantly grows on a daily basis and several reports for different departments to display the information that is relevent to only their department. If I set up an alert for the sheet then the department leads…
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Contact List - Assigned to - automatic alert?
Hi guys, Is there a way to automatically 'alert' someone if they are 'assigned to' a task using a contact list column? Would love to hear a workaround if you have found one. Cheers
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How to insert a disclaimer in the header
Our Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to put the disclaimer in the logo area, but you can't read it. What is the best way to show a…
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automating sending PDF
Can I automate sending a PDF voucher when someone fills in a web form on my site?
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Setting Notifications for Contact List Columns - Request
It would be very useful to be able to set Notifications for people in a Contact List type column. Right now it's only possible in the case of Reminders (there you can select either a Shared User or a Contact List - for instance an "Assigned to" - column): (Here is another…
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Employee Anniversaries
We use Smartsheet for a number of different departments, HR being one of them. I'm wondering if there's a way to conditionally format a "hire date" cell to change colour when an employee anniversary is approaching? There is currently an option to conditionally format for a date that is a certian amount of days in the…
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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…