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Should I be able to share a dynamic view with a free-user license
I have a dynamic view tied to a sheet where the General permissions are such that access is restricted based on a field I called Primary Customer Email. My understanding of Dynamic View was that I could then enter the email of a non-licensed viewer (a customer in this case) and they would have access to their row(s) of…
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Does anyone have a support phone number for Smartsheet
I don't seem to be able to find one anywhere. I'm handling coordination for multiple teams on a project and I have multiple resources having trouble receiving the account creation e-mail confirmation.
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Automation - Alerts for External Users
Hi there, I am having trouble with the automation in Smartsheet, specifically around alerting external users. The automation is for an issue control sheet, with automation that if "status" = resolved, alert user who logged (via form) with custom message. The automation works soundly, and when I test it with an internal…
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Admin Permissions
I have full admin permissions for our organization in Smartsheet. A sheet owner accessed a template and began using it; she is the owner. I did notice that her sheets are in a folder at the same level, but not within our workspace. I'm trying to help her with some formulas in the sheet, but evidently I don't have…
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Using reports (or other methods) to update sheet - security question
Hi there, I'm fairly new to Upwork. I have worked through a lot of the training material, but I haven't yet covered it all, and I also lack experience. I have a Sheet with a large amount of client data on it, some of this info is sensitive. I want to ask several staff members to make contact with each client, then update a…
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Assign Ownership to A Group
Hello, Can ownership of a sheet be assigned to a Smartsheet group? Our goal is to have the email notifications display the group name as opposed to the individual owners name. Thanks!
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Workflow permissions
Is there a way to enable someone to approve/decline a request (i.e. a PTO request) without giving them access to the entire sheet? I'd love to create several approval workflows for PTO, Expenses etc, but if i have to share the entire sheet with anyone who would interact with the approval process then it is useless…
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Report created via automation in Zapier
Hi Guys, I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission. On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder…
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Is there a way to force a Dynamic View logout when the session ends?
Currently, it is possible to be logged in Smartsheet and Dynamic View under two different accounts, simultaneously, on the same machine. Unless a user explicitly logs out of Dynamic View or clears the browser cache, the next time Dynamic View is opened, the previous session is resumed. This presents a problem for shared…
