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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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Input the date for a multi-select dropdown
Hi all-- I am trying to create an efficient way to track my samples as they move around to different facilities. Please see my screenshot for what I am working on. Ideally, I'd like to just have the check box as in the screenshot because it's easier and faster. Space on my SmartSheet is also a premium. Now, I'm aware that…
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Automated import through the API
Dear Smartsheet-Community, I am doing a semesterthesis in coorporation with a company that has been using Smartsheet for a while. My job is to create an automated order tool for AM parts, which serves as an order backlog including the 3D models and part properties and that enables communication with the supplier. Object of…
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Calendar App / Contact Lists
Does anyone know if there is a way to NOT display a contact's full email address (but show their name, instead) when they are assigned as "Task Owner" in the Smartsheet Calendar App? We have a calendar that references an existing Smartsheet - Sheet. The sheet has a contact list column labeled "Assigned". When the this…
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Stack Chart
I am trying to create a stack chart based on counts of multiple columns. For example I have a column titled "Quarter" that is a dropdown list which could contain Q1, Q2, Q3, Q4 or Next Year. I have a second column titled "Status" with a dropdown list of Red, Yellow, Green, Blue. Red means not started, Yellow mean Scoping,…
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Project Schedule Baseline - Is History Kept when Re-baselined?
We are using the Project Schedule Baseline functionality, but recently learned that the Schedule can be Reset or Removed. Is there anyway to track how many times a Schedule has been 'Reset' or 'Removed' and baselined again? Our concern is that without the history being tracked on how many times it's been reset, we won't…
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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Space to view Product Enhancement Requests
Hello, I'm new to Smartsheet and surprised to not find (at least not easily) a space to view Product Enhancement Requests submitted by other users (and soon to be myself). I've found several folks asking for certain features in community posts and they are directed to submit a form. I don't want to duplicate a request that…
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Card View for Reports!!!
PLEASE PLEASE PLEASE provide a card view for reports. Our business has a master sheet with course construction responsiiblities for a plethora of individuals. I have been trying to teach managers to use filters with card view to only see their users and thier tasks. But there are so many aspects that are confusing people…
