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Pre-filled fields in form
Hi SS Community Is there a way to pre fill form fields (Read Only) from SF by 'email look up'? Or another option that would aid is when a new row is added for a look up to search using email in salesforce and retrieve data into mapped columns of that row? Detailed - All our clients already have membership and is in our…
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Dependency with Teamworks
Hello! I'm new to Smartsheet and trying my best to learn so please be patient with me. We are a small company and are starting to properly organize our team using Smartsheet and TeamWork but we're running into a wall. My boss found out that if you link TeamWork together they both share co-dependence meaning that if you…
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Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…
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How can I add a second admin to a Work App?
I have a work app that I'm sharing with a cross-departmental team, and I need to have a second person able to manage roles and add/remove users. I know how to set up roles to manage page permissions, but how can I give another user admin permissions for the entire work app? Thank you for your help!
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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…
