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Trying to create a Projections sheet and need some suggestions please!
Hello everyone. I am hoping someone may be able to give me an idea on how to create a projections sheet for our engineering projects. I would like to build it out so I can spread the total hours per staff type over the duration of the project. I have tried a few different ways and cannot seem to figure out how to create it…
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Limiting Characters in a Cell/Date Validation
I want to limit the number of characters that a requester can enter into a cell via a form. The use case is that the user is entering a new request for consideration into an Intake Form. In assigning a name to their project request, we want to limit them to no more than 25 characters, based on limitations from another…
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Custom Development Possible?
Is it possible to have a developer build a custom button in smartsheets that can for example pull data from it ..into a document.. Is smartsheets open to being developed on? I have the business package.
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Where can I find a smartsheet's consultant??
Looking for a consultant to help our business maximize how we currently use Smartsheet. Needing someone with expertise in offering opinions and solutions for our needs. We are wanting to revamp our processes and utilize the dashboards, reports and automations. Would love someone that will offer guidance and that will build…
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Move Rows to Another Sheet...that contain formulas
Hello! Has anybody had experience trying to automatically move a row containing formulas to a new sheet? I am trying to pre-populate cells with formulas that would apply on a different sheet so that they will be ready to go once moved over during a workflow.
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Sending out Notifications with Attachments
Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a Notes Column is not…
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Multiple forms to a record
Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity - Lets say we break the client engagement (an enquiry -- lead generation -- service agreement) flow into multiple…
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Formatting when exporting to pdf
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren