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Working with an Outside Party
My question is when working with an outside party that will need access to my smartsheet, should I share my sheets or add him as a user on our company Smartsheet account? He will needaccess to see our automations,etc.
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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Time Tracking with Smartsheet
I am new to SmartSheet - Does anyone have a recommendation for tracking hours spent - not estimated to complete (which is largely wrong) I've used Harvest and am checking whether there's an integration with them Seems an odd omission - or it's there an I'm missing it Thanks
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keeping information current / between two sheets
Hi, I have several worksheets, one being the master. I have figured out how to "copy" a line from one to the other, but when that line changes, it does not update the other sheet. How do I ensure the two stay in sync? as an example - in the secondary sheet, the line changes from planned to completed, but that change is not…
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DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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Bridge: Add Row module with empty cells
Hello - I am working a Bridge workflow to Get Row from a source sheet, and Copy Row with select columns to a target sheet. The workflow between the sheets is working great, but my question is that some row cell information will be blank from the source sheet going to the target sheet and thus my Get Row Cells Values come…
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Count Rows Where A Value in Multiple Columns is blank
Is it possible to count how many lines meet certain criteria AND have a blank value in Column 1 OR Column 2 OR Column 3? For example I have a Smartsheet with a questionnaire and am currently trying to calculate metrics from the answers in said questionnaire. One of my metrics is "Level 1 Completion" (which is equal to "Q1…
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Synchronise Team Member Availability between Resource Management and Smartsheet
I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.…
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Multiple Location in One Intake Sheet for one project
Hello All, We will have one project that will have multiple locations (that has other information such as num of people, city, country, name etc...). Since we have one intake sheet and as the new project comes in, new rows gets created. Our current solution is to create just a separate location sheet where folks can go and…
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DocuSign Integration: Logging in with alternative account
We're starting to use the DocuSign integrations since we've already been using it, and like the automation offered through Smartsheet. When I set up the DocuSign and created the two mappings we have for this project, I logged into my user account with DocuSign. However, I now realize that the envelopes are sending as…
