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Sending a shared sheet
When I send a shared sheet to multiple collaborators and check to "CC to me", I get multiple CCs. Is there a way to limit to just one CC to me? Not a big problem, but just an annoyance.
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Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
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'Send row' doesn't seem to be working
Hi, The send row' function in my Smartsheet is not working; i can create the email using the dialogue box and select the distribution list (all registered users) but when I click 'send' the email is not getting through to recipients - including me on the cc list. We've checked our spam filters - any ideas as to why this…
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Sharing a sheet but let him change just the assigned rows
Hi community, is it possible to share a sheet to another person and let the person change just the rows he is assigned to? Kind regards Steve
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TICKBOXES IN SMARTSHEET
I am trying to record telemarketing results for multiple users, who want a simple sheet to "tick" one of four boxes as to the quality of the call, every time they make one. This needs to be automatically updated, and centralised onto a single sheet, with the ability to breakdown into user and date. Ideally, we dont wish to…
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Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
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Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
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exposing a report in the email body
First time posting here so apologies if this has been answered. I've searched through the posts and wasn't able to find an answer. I'm trying to move over to Smartsheets from Google Spreadsheets for a few reasons but mainly for the automated reporting. The one thing I noticed is that I can only send a report out as an…
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Can't edit recurrence in scheduled attachment deliveries.
Hi all, I have a report I've built that sends to my leader bi-weekly using the Send as Attachment > Delivery: Schedule to send later or on a recurring basis feature. Now, when I navigate to the message at Sent to > (my leader) > Edit Recurrence / Delete these selections are greyed out. Not moments ago I was able to open…
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How to allow different collaborators in one tasks sheet to edit or update only the tasks (or rows) a
Hello So, in a project I'm supervising, I built a tasks sheet which contain number of tasks assigned to different collaborators. I was expecting that every collaborator will be able to only update the rows which are assigned to him only as I specified in the Assigned To column. But what I found is that everyone with edit…
