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Automated export and Automatic upload
Each time a row is added (which is requiring an approval) i need the sheet to export the new data, to either an excel spreadsheet or google doc and upload to a secure site. The other option would be to do this based on frequency like nightly, but I guess the real question for me, and yes I am both new and green here, can…
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Make Collapse ALL default
I have clients with indented children. Everytime I come to the sheet the children are fully expanded. How do I make Collapse ALL the default setting? Matters not if I save it as collapsed.
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Replacing form attachments
Hi everyone, I am creating a system in which students submit a form for a project that they are presenting to the university. The system calls for constant feedback and re-submitting. The only problem is, I don't see a way to automatically remove their previous file and replace it completely with their new file. This is…
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Can I Auto Assign Tasks to Myself?
When creating a new task can I have it automatically assign it to myself?
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Updates via webform
I have a business rule list in SharePoint. When updates are needed, the change management process is managed in SS. Currently, the user has to tell us the ID number and name of the business rule manually. Lots of room for error. We would like to be able to pull the ID number from a drop down which then allows the data to…
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How do I give an outside user access to ONE row of a spreadsheet?
Here is the deal. I run a wedding video studio. I just made a smartsheet questionnaire (form) to have all of our videographers answer from the smartsheet app on their phones at the end of the shoot to inform the editors of anything they need to know about, etc. One of the questions asks them to upload photos they took from…
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Showing Only the Parent Rows in a Dashboard Chart
Hi - I have created a dashboard to show pie charts of my data. My problem is that the pie chart wants to include every single row as a data point, I only want to show the parent rows and not the children. I used the formula "=Count(Ancestors(row))". This gives me a 0,1,or 2 based on how many ancestors the row has. But I'm…
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Data Mesh Error
Hi, I am using Data Mesh for the first time. I am trying to populate my target sheet with a report. There is a sheet that feeds the report. New rows may be added and existing rows will be edited frequently. So, I believe choosing "Copy and Add Data" is the correct choice for Data Mapping Format. I have 2 rows in the target…
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Setting date in Project profile data from Master intake form
Am I missing something? I've been trying to push the start date of a project from the intake sheet (via intake form date input field) without success. Upon spinning up the project in SCC, I get the error: * Failed to update template field(s) for "Project Profile Data" (Code: 5536 - Message: The value "04-27-2018" could not…
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
