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Sending reminders to assigned techs
Can I send reminders on items that are nearing a due date that has not been marked as completed yet?
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Google Calendar Sync - Guests
Hello, When using the Google Calendar Sync, is there a way to have it automatically add guests to the calendar entry? Thanks!
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Title or Category Lines - not a task and not showing in Calendar daily reminder?
Hi, Im using Smartsheet Gant chart for an overview of my numerous R&D project over the years. I got first indentation as the YEAR, then a Project Name, then various tasks in that project name. I like that the project name is considered a task and do show up in my calendar (iCal). However, the YEAR for me, and any upper…
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Drop down column based on previous response in web forms
I am looking at creating field in webform in such a way that, the number of columns are based on the response given earlier. For example, if 1st input asks for number of devices, I want that many number of columns to show up for taking in values for that many devices.
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Can I customize a Web Form to look like a monthly calendar
We are newer to Smartsheet and still learning some of the features. Each month we ask our Home Care Caregivers to submit their Monthly unavailability, dates and time of day that we cannot put them on the schedule. We currently have 12 unique PDF forms - for each month - that have to be created once a year then emailed and…
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Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
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Webforms for help requests - best practices
We have a webform created that our customers can fill out to submit help requests. What is the best way to disseminate this webform and make it available for them to fill out? I don't want to have to email it to them, but at the moment I don't have a space on a webpage to embed the link/form. Would that be the best way to…
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Web Form
Hi there, I was wondering if there is a particular access level where someone can see and/or edit a web form without having access to the data behind the scenes? I'm asking because the person isn't computer savvy and gets overwhelmed easily but would like to be able to edit the webform since it will be used by her to fill…
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How can I put a drop down menu that dynamically updates or adds another field?
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
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Building a report or form that allows the user to query for a row?
We have been thinking of creative ways to allow users to manage just what is their responsibility without the added risk of someone fat fingering a change to a row that they do not own and the question came up if there was functionality to pull up data for a row similar to a DB query? We have users submit requests to our…