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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Add more than one column data to chart (x,y scatter)
Hello, I am trying to generate a chart from a report that contains three columns. The first is the subject (label), the second the day (time to be plotted on the x axis) and the quantity (to be plotted on the y-axis). Since I am plotting from a report, I don't want to reformat the x data to columns as other posts have…
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Any recommendations for third party form builders with advanced date field functionality?
I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like…
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How to pull resource data from a Resource Mgmt project
Hello, We use Resource Management and are expanding to also use Smartsheet. We have a Resource Management project where everyone logs their vacations. I am working from the staff management template in Smartsheet. I can see the Resource Management panel for the project. How can I populate a sheet with that data instead of…
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Auto-populate vacation time in production timeline
I am trying to see if there is a way to automatically blackout vacation time specific to a person, similar to the way holidays are able to be blacked out.
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month. Ex/ We have a Practice…
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Combine multiple sheets into one for Microsoft Flow
Hello! I am trying to set up an integration with Microsoft Flow so that once a new row is added in Smartsheet, it is converted to a Microsoft Planner task. The complication is that our project manager uses multiple sheets to track projects. I tried creating a report which lists all of the data from those sheets, but since…
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Maps & Hyperlinks
I know that the smartsheet charts app is still in production, but is it possible to have sheet containing North American states and hyperlinks, then using the 'map' chart, click on a particular state and then it will take you to that hyperlink?
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Kanban board integration with Smartsheet (multiple sheets to one board)
Hi all, We currently use a roadmapping software called Roadmunk and moving over to Smartsheet. One thing Roadmunk is able to is enable very easy drag and drop swim lane or timeline views from a data source. The closest functionality Smartsheet has is card view which does not provide ability to define lanes on the Y axis.…
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Moving from JIRA server to Cloud with an existing smartsheet integration
We currently have an integration with JIRA server and Smartsheets for a datasheet. Is there a way to migrate from JIRA server to cloud without impacting any data? Will smartsheet maintain the links to JIRA cloud after the migration.
