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Can I send a published link automatically every Friday to my customer?
I have many customers in different stages of the process. They each have their own sheet with their information and I would like to send them the published link to their sheet every Friday automatically to keep them up to date on the status. The link only has view rights. Is this possible? Thanks,
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Want to change our View By in Card View
When I am in Card View I would like to "View by: Assigned to" but the only option is Status. How can I get our Assigned To column when in Sheet View to act as the View By priority?
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Survey for each client project (multiple forms one sheet)
I have a set of surveys which we have been sent out through smartsheet, each on their own sheet. At the end of the year, I am required to export all results and consolidate them for a year overall report. To help streamline this I have created multiple forms in one sheet for this year. What I need is to be able to label…
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Renaming of attachments?
Good morning, I did a search in the Community, so apologies if this has already been addressed. Is there a simple way to rename attachments? We have several Word/PDF attachments and need to rename them to our internal naming convention protocol. The only way we've found is to download the document, rename, upload and then…
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Formula instead of cell linking?
Hi all, please note I've never used any functions like this so not sure if I'm asking in the right way. I have two sheets: Sheet 1 includes the following columns: - Project # - Start Date Sheet 2 includes the following columns: - Project # - Start Date (blank, needs to be filled with formula) How do I build a formula in…
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Lag between sheet structure update and Report Builder
I have seen this happen a few times .. I change the column names in a sheet and then go to build a report - the new column names are not shown in report builder. Sometimes it takes over 24 hours for the right column names to show up in report builder. See attached.. * Type field is shown twice in Report Builder * Task Name…
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Checkbox
Once checkbox checked in the smartsheet, some column should not edit how to give the permission. If anyone knows this please help us regarding this
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Resource View / Completed Projects
If a task/project assigned to a person has been checked off as 100% complete before the assigned deadline, is there a way for the Resource View to update in order to show that person being available during that time, without going to the sheet and updating the duration/end date of the task? This way that person could be…
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how to define who the approval is from multiples
I have migrated our Engineering change to smartsheets which is working fine. I now want to progress this by adding approval requests. We can get changes approved by 3 different people, so I have created an approval request which gets sent out once a box is checked to declare the change is ready for approval. At present…
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Cannot parse the Hyperlink function, unfriendly hyperlink import
OK, so the only way I have found to import a hyperlink is to do a lengthy workaround. When creating spreadsheets with lots of hyperlinks based off of a reference number, I use the hyperlink function to generate the links to URL by putting in the =HYPERLINK(domain,number) formula. This is way better than manually generating…
