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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
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Merged: Sharing through Control Center
This discussion has been merged.
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Post Collection Release - Still Need Folder-Level Permissions
I would like to reopen the discussion on this topic: https://community.smartsheet.com/discussion/92633/folder-level-permissions Even though Collections sortof work, it adds extra complexity, extra time and extra work. Being able to share a folder as opposed to having the all or nearly nothing approach be preferred. I am…
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Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
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Tracking automations
I have project with automations sending emails based on specific criteria in the row. These automations are sent via email with a form to acknowledge receipt of the automated email. It would be fantastic if there was a way to track/ensure the email was sent without the need to send a copy of the automated email to my inbox.
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Guest User with Admin access can't edit the sheet
I submitted a ticket, but thought I would ask here. I am having an issue with sheets that I own (our org is on a Business plan). For the last two years, we have been using the sheets without an issue - our admin and many Editors (all shown as Guest since they are outside of our organization) were able to edit the sheets…
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Sharing - Publish Files
I would love the ability to publish files so that they can be shared in forms (since you cannot embed photos in forms). I'd also love the ability to embed photos in forms.
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Enter Form information on existing row
It would be amazing if Smartsheet could allow for form information to update existing rows on a sheet. An example use case is quality control, we want the task worker to fill out fields related to a task he is working on a project. The worker is in the field and sifting through dynamic view or project reports is not a…
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Export Timeline View
Timeline is such a good feature, with a straightforward entry, as well as color edit. What isn't available is being able to export it on to PowerPoint or Excel. When is that coming?
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Admin Access
I'm one of two Admins for Smartsheet for the city government. We're very guarded when handing out licenses and have guidelines for Workspace creation. One of those guidelines is that they have to add both Admins to their workspaces (w/admin permissions) so that when they run into problems, we can easily help. We still get…