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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…
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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.