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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Comments Column
I use smartsheets mainly as an issue tracking tool when dealing with contractors. Many of these individuals are willing to type into boxes and info that is needed but are not usually tech savy enought to realize that to post a comment they need to click on the blank cell/bubble in the Comments column. It would be a great…
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Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
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Can a “successors” column be displayed?
Can a “successors” column be displayed? Troubleshooting a task list often requires confirming proper predecessor/successor relationships. Simply seeing predecessors means that a user must search the whole document to discover what tasks are downstream of a given task. This is not an efficient use of time.
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If Checkbox is not needed, show blank
Hello Smartsheet Gurus, I have a spreadsheet that has a few columns as checkboxes, but when the checkbox is not needed, I want the cell to show nothing. Is there a way to do that? Thanks, Arryn
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Copy & Paste Conditional Formatting to Another Sheet - Request
While starting new projects in Smartsheet via a template is great, I often have to start a project by importing an MS Project file. This means that I have to replicate all of the conditional formatting that we use on all existing Smartsheet sheets. Since we take advantage of the good conditional formatting options that…
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Automatic Move
One of the ways I use smart sheet is to manage my work load. Once a project is completed, I move it to a completed row to keep record of it. Is there a way to automaticaly move a row once the staus has been change to "completed"?
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Pinning the menu Bar
Does anyone know whether there is an option to pin the menu bar, When you work in multiple sheets it is handy to have the menu pinned when required? Have looked and look and not sure if this is a function yet. Thank in advance for your help.
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Is there a way to count parents of a task?
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Auto change a cell based on a checkbox in a different cell (all in the same row though) or change in
I created a pretty intense sheet to keep track on invoices and receipts. I have an "Action" column that is a drop down column. Here are a few of those "Actions" Request Sponsorship Submit Sponsorship Request Invoice Call to pay with CC Call back to pay Submit Check Request Follow-Up Check Approval Mail Check Out Request…