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Is it possible to email only some information from a sheet via workflow?
As an example, say I have a sheet with data columns: Name - User ID - Phone - Address - Email The data is entered via a form, and I need to set a workflow to email all contact information from new entries to another team for various system updates, but User ID is sensitive personal data and cannot be shared. What is the…
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Does an individual need to have a PAID account in order to view the sheet indefinitely?
Hi, under the pro plan - does an individual have to have a PAID account in order to view the Smartsheet? I shared a sheet with my team, and it asked them to create an account however, since it's a free account it's only on a trial basis of 30 days. I was under the impression that under the pro plan, there was an unlimited…
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Descriptions for Reports
I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.
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Select Multiple Objects for Sharing
Please add the ability to multi-select objects and apply sharing. At the most basic level, I would like to have the ability to select multiple objects within a workspace/folder and apply a new sharing permission to all of them without affecting the existing sharing they each have in place. Ideally, I could choose to apply…
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"Revert to Workspace Sharing" option for objects
I would love to have the ability to efficiently clean up object sharing within a workspace by simply reverting a sheet's sharing to match the Workspace with one click.
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Is there a way to send an Update Request to multiple contacts, but only accepting the first response
I am trying to put together some workflows where an Update Request is automatically sent out to a team of 3 people, but that only requires one response. I am hoping to avoid the unnecessary time/labor of more responses than are necessary.
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Auto fill a second column based on a drop down selection using a form
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy. Situation: I would like to have a form where someone selects one option from a dropdown of ~100 items. That value then populates into a sheet. (This seems…
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Dynamic View Access
I've created a Dynamic view sheet for a couple of my partners and have added them as shared users but it doesn't seem like Smartsheet sends a notification once they are added as a shared user. How do they get access to the sheet and does it require they create a smartsheet account?
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how do i update the 'action tracker' status column from the action tracker updater sheet
I want to make a system where not everyone can see my action tracker sheet. What can I do to ensure that the status column can be updated to whosoever the action has been assigned to without them having to see the full sheet
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Admin Authorise change
Hi all, would it be possible to add in a feature so i can select a column which allows people with editor permission to change. However before that change is locked in, an admin has to check and approve the change. One of the main reasons we use smart sheets is the ability to lock columns and rows which is fantastic.…
