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Restrict dropdown options as an option for forms
There should be a way to restrict dropdown options on forms that are external facing that also have internal uses without setting up additional reference or separate internal/external columns. Use cases for our team in particular would be project type and add-ons. We have different customers using different forms on the…
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Why is there a mismatch in the ownership of a dashboard and the workspace it is in?
Hi! I am the owner of both the dashboard and the workspace but the dashboard shows me as an admin of the workspace. Does anyone know why this is happening? I dont think its causing any issues I am just confused.
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
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Share Dynamic View externally, without a Smartsheet account
It would be helpful to share a Dynamic View (via a sharable link) with parties external to our organization who do not have/need a Smartsheet account.
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Anyone currently on the New Subscription Model?
Let me start by saying I have literally read every single Smartsheet article and communication post. I truly understand the plan, but still have questions. I would love to know if any Community members or their organization has transitioned over to the new User Subscription Model (USM) and if you are willing to share your…
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Collaboration in Smartsheet (Saving)
Hello, I am just wondering what is the best way to work in collaboration on smartsheet. Currently when multiple users are working in the same sheet and one clicks save the other users data is lost! How do I prevent this from happening. What is the best way to guide the teams on how to work with each other effectively.…
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Please enable us to select multiple contacts when sharing (was avialable a year or so ago)
About a year or so ago, if you wanted to share anything in Smartsheet, you had the ability to bring up your entire contact list or type a keyword, you would then be able to select multiple contacts to share with the same customize message. Please bring that back. It is a much-missed function. Thank you!