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Using Smartsheet Attachments as Document Master Source – Good Practice?
Hi all, I am a Senior Project Engineer and I am currently using Smartsheet as a Master Document Register (MDR). My setup is: One row per document (with Doc No., revision, status, due date, etc.) Typical project: 20–30 documents Average file size: ~1 MB per document I see that Smartsheet allows attaching files directly to…
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Collaborator
I was on th ebasic plan for many year snow over 15 years, now my collaborators needed a few new sheets and I wanted to clean up my workspace. Once I upgraded to pro my collaborators are unable to upload files, unable to message me, regardless of the status I give them. Now all we do with smartsheet is load scope of work…
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Users unable to update CheckBox
I use Smartsheet for our audit process. It has worked wonderfully all year but a new set of audits just came in and for whatever reason my team has lost the ability to check the completed check box in the sheet. I have checked to make sure the column is not locked, upgraded their permissions to admin. No luck. Screenshot…
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Deployment roadmap
We have multiple projects for 150+ countries and we want to create a heatmap style grid to track which project is live in which country. Ideally, we want to convert this grid into a timeline, what would be the ideal way to create this smartsheet?
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Auto fill?
i use the app to fill out in smart sheets, but i been wondering if there is an auto fill feature since all my stuff are the same, the only thing that changes is the date, location and the persons name.
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Notification and Access Issue
Hi everyone, I’m seeing an inconsistency with notifications in Smartsheet and wanted to check if anyone else has encountered this. We have two users working in the same RAID log sheet. Both users are posting comments in the Conversations panel and tagging others on specific RAID items. For one user, tagging works as…
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Mentions stopped working
Hello. My sheet has been sending mentions since it was created long ago. People within and outside my organization have access and all have gotten the mention emails. In April the mentions stopped sending. I did some research and everything pointed to personal settings or spam filter blocking. Both have been checked and…
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Merged: Combine or merge PDFs
This discussion has been merged.
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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MAX Formula Cells Updating in Reports
We have two cells with 'planned start' and 'planned end' dates. We also have two cells for 'actual/revised start date' and 'actual/revised end date'. These are designed to allow managers to enter the estimated start/end date of a milestone, and the revised start and end date when things slip. The actual/revised end date…