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Checking box via mail
Hello, is there an option to make the check box "checkable" via mail update form? I have a column "Task accepted" and I would like to enable people to check that they accepted task via mail when they receive an update. I see that the checkbox is sent as image so I am wondering if there is a such option ( See attached…
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Looking for a way to send an automated email when a task's status changes
One of our key uses of SmartSheet is to collect requests from our customers and manage these requests. I would really like to be able to send an email to the requestor when their request is assigned to someone on our team, and again with each status change. Has anyone developed something like this? I saw a post about…
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Automatically send a report to slack channel
Is there a way to automatically generate a report to be send to slack. We are using slack, in part, as a scheduling tool. I have a report that generates every evening, for the next day. Can I send that report to slack? As opposed to an email list? Thanks in advance. SGF
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SSO usin SAML question
Hello Support Community. We have setup SSO using SAML and it appears to be working fine for licensed users. Unlicensed users on our email domain are asked to create a password (therefore a new account). Can I assume it is expected behavior that only licensed users will be able to take advantage of the SSO configuration?…
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How to flag AT Risk task
I have Planned FInish Date (Date field), and Actual Finish (Date field) and % Complete field, I want to flag the task if it's past due and incomplete. currently I tried :=IF(OR([Plan Finish]@row - DATEONLY([Actual Finish]@row) < 0, [% Complete]@row < 0), 1) but not working as intended. Thanks DJ
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Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
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max value by category
Hi I'm stuck on figuring this one out. I am trying to generate a sequential number("Sequence" column) by category ("Application"). I want the formula to calculate the max value of all the records in sequence where application = application in the new record (user would have selected this from a drop-down. this is what I am…
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Delivery Set Up
Hey everyone, I have a question. My set up: Multiple line items with different Work Package Names. Once the work package is complete we mark it for shipping based on date and time to our job sites. I would like to have a sheet that would consolidate all the work packages (name of the work package) to one row based on that…
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Need a drop down list to populate it's selection based on the selection from another drop down in th
I am creating a survey sheet and forms. I have created two drop down lists in my sheet (easy enough). One holds 5 selections for neighborhoods in NYC. The second column conains addresses all over the city, all found in one of the 5 neighborhoods. I would like to be able to select a neighborhood from column 1 and then have…
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Dashboard Widget
Hi, Is it possible to create a dashboard widget that contains an <iframe> with contents from another external site? // Leif
