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Exporting Attachments FROM Smartsheet to BOX
We are using Smartsheet to manage client data including a profile picture. Client info and attached photo is uploaded via webform to the Smartsheet. This photo needs to be edited and saved in Box so a) it can become the profile picture in their row, and b) can be available for printing an ID. I need a way to automatically…
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Planview Integration
Hi, Has anyone tried or successfully pulled data from Smartsheet to Planview or any other PPM systems? If so I would be very interested to hear what the requirements were and how it was achieved. Many Thanks Paul
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Price Book Entry Import
Dear colleagues, I am seeking for advice on the following challenge. I am using Smartsheet to update and insert Salesforce Price Book Entries. Inserting a new entry requires Price Book ID and Product ID. If I map these fields, they are imported from SFDC and won't sync to a new entry record. Similarly, if I create new…
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create form from text file or spreadsheet
Full disclosure, I just initiated a trial of Smartsheets and haven't yet taken the time to learn its features; this might be as easy as copy paste. Is there a way to create a form from a text file or spreadsheet list? I have a long list of items I want to track during user tests, and thought a form might be a good way to…
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"Pretty" PDF export -- Google merge, something else?
Hi all, We’re hoping to be able to export a fairly complicated styled PDF from Smartsheets. Imagine a sheet of movie reviews, where Column A is movie title, B is review, C is reviewer and D is date. Each movie can have multiple rows depending on how many reviews it’s received. We’d like to get a PDF that would look a…
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Completing a Job Summary from within SS
My Manager uses Smartsheet to provide job information to the crews where I work. When the job is complete, the job's Lead uses the information from smartsheets to fill out a Job Summary sheet. The Job Summary sheet is currently on paper but we also use an Excel spreadsheet and print or email this. Is there a better way to…
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Sheet limit within Smartsheet
Hi everyone, I'm about to embark on a large scale server back up and am hoping to keep all of my data logs on Smartsheet for safety. There will obviously be a massive amount of sheets to hold and I was just wondering if anyone knew the limit on how many sheets you can host? I'm a licensed user and am part of a team…
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Row Sharing Based on Contact Column
I just got an account and would love to send one link to lets say 75 people and they would only see the rows that pertain to them. I would accomplish this by adding contact information for all and make sure to create a contact column type and grant access based on that column. Does anyone know if something like this is…
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creating a new user group by importing emails
Hi all, I have created a survey that I want to send to about 250 people. Most, if not all of these users are already in Smartsheet (at a global level). I've created a Group called "survey list" and want to add these 250 people. I exported these users to Excel and did some magic to create a comma separated list into a…
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Create a live copy of my sheet
I would like to be able to re-order my sheet without the parenting hierarchy in place. I was thinking that if I create a live copy that is always up to date but does not have the parenting information this would be easy. Basically, I have task assignments under projects. and different people are assigned to different tasks…
