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Automatic reminder emails
I would like to be able to have an automatic email sent to the speaker of a conference, 2 weeks prior to the conference and then 1 week prior to the conference with possibly some type of acknowledgement that the email was received and/or read? E.G. Remind Joe Schmo on 5/10 and then again on 5/17 that he has a noon lecture…
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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
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Index(Collect add to formula page
Can we get an index(collect example added to the collect formula page? I have found it extremely useful in finding specific iterations of data, and I only stumbled upon it trying random things to solve a specific issue I had a while back. It could have saved me quite a bit of time if I had seen an example of it when…
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Row Update vs. Added Alerts
I specifically set up an alert rule to notify me when rows are updated in a sheet and intentionally left added unchecked, but Smartsheet treats adding a row as an update and sends me notifications every time a row is added. Please correct this issue.
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Renaming columns affects reports
Why is it that changing the name of a column in a sheet breaks all the reports that include that column? I need to go into each and remove the column with the now defunct name and then add the column back into the report again. This is tedious and frustrating (what if I miss a report?). Fortunately conditional formatting…
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Smartsheet App log-out/time-out
In case a mobile device is accidentally left in a public place, is there an option within the Smartsheet app that could time-out a login? Also, is there a way that a username/password cannot be saved, for this same purpose? Thanks - Dan
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Visual indicator for row of selected field
A visual indicator that identifies the entire row of the field that has the focus would be fantastic. So when I am typing in a field, I can more easily scan the entire row to make sure I am in the correct row. Basically, the same functionality that the mouse pointer has but for the currently selected field. Of course, the…
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File Upload from Customer into their Designated Row
I was hoping somebody could help. I have a form set up where customers can upload their artwork directly to our sheet and once checked I send an approval request as a proof. However if the proof is declined or we check the file and it isn't print ready we require customers to upload a new file (artwork). I have tried this…
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Question re: image attachments when using Smartsheet for Outlook Add-in
I use the add-in and whenever i am moving an email to Smartsheet, it automatically selects all images in addition to any PDF or other attachment. My signature line contains 6 images and so every time i add something through the add-in, it tries to pull these same 6 images. I must de-select them each time. So here's the…
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Usability Recommendation: Drag Cells for Dates in the Gantt Chart
I am creating a Gantt chart to track the tasks for a project I am working on. To indicate the timeline required for each task, instead of having to enter dates into the cells, it would be great to be able to click a start date and drag the mouse to the end date.
