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Report Creation Permissions
Can I give people with viewer access to a sheet to make reports off that sheet? Or, do they need editor access?
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Streamlining the workflow
Hi Smartsheet Team, I hope this message finds you well. I've been working on a project in Smartsheet and could use your expertise in streamlining the workflow. Here's a brief overview of the project: I've created a form to collect information from 60 individuals who will be reporting the number of hours they spend on…
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Response Delinquency Automation
When we send out an update request form, how do I automate a re-send to those who haven't provided a response within the specified timeframe? Also, how to I run a delinquency report?
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How to display the Assignee(Contact) of Successors?
I would like to display the Assignee(Contact field) of Successors. I currently use a Successor formula to successfully reveal which task rows are dependant. How can I also reveal who the next assignee of that task should be?
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Program Management: Metrics for RAID Logs
Hi all, I am working to mature one of our programs by creating a dashboard that encapsulates several types of metrics, but one set of metrics I'm struggling with is our RAID Logs. I am using a Smartsheet Blueprint to spin up our projects and each project has it's own RAID Log to track against. I'm hoping to hear of how…
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Users sees sheet owners report information and not theirs when using "current user" as filter.
I have created a sheet called "absence request" where employees enter their absence from the office. In the sheet there is a contact list field that populates the "created by" information. This sheet contains an approval workflow. On this sheet I generated a report to show all approved and another showing all pending…
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Report embedded on a dashboard
I add several reports on dashboards and I would like the collapsed view of the group I set up to be the default view on the dashboard. Is this possible? Thanks, Becky
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Can I used conditional formatting to high duplicates in reports?
We have several grant programs within our organization and I am working on funneling all the form submissions from each into a main report. I would like that report to identify duplicate submissions so I can consolidate and make sure candidates aren't overwhelmed by having too many cases open. Can I use the conditional…
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Report shows blank to Commenter / Editor - can share
Hello. I have a couple of reports sitting in a Workspace where colleagues have Commenter access to the Workspace. I additionally granted Editor - can share access to the reports themselves, but neither staff member can see the contents of the reports (reports are blank for them). They saw contents prior to yesterday when…
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Expand/Collapse Groupings in Report
Hello, Is it correct that the expand/collapse button in grouped reports only manages collapsing and expanding the last grouping? I have a report that has three groupings and I would like it fully collapsed when opened but it appears that the collapse setting is only applying to the lowest grouping.