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User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Sheet modifiedAt
Hello, I found that sheet modifiedAt field in "List Sheets" GET method sometimes is different than modifiedAt field from "Get Sheet". Is this normal ? When I change a value in a cell, Get Sheet method returns the last modifiedAt date but List Sheets remain with the old value.
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Copy of Submission Not Showing All Columns
Does Smartsheet show all columns in the "send me a copy of my response" email from submitting a form? We used to show a critical piece of data in that our submitters would use for their records but now that column no longer appears in that email. The column used to display in the email, and has not been adjusted since the…
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Parent Task to Child Task Automation
Quick Question; Is there a way or work around in automation such that when a child task is past due, the parent task status can move to "At Risk"? Seems like something that should be simple, and maybe it is, but I'm not able to develop a work around. Thanks in advance.
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How do I limit the number of entries under the same company name
I have a list of companies that are allowed 2 complimentary registrations. I want a notification sent if a third registration is added that tell the company rep they need to pay for the third registration. I have a list of company names with the contact information. I then have the registration list with a form for…
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Rolling and Automated Inventory
Hello Smartsheet Community! I've been attempting to set up a rolling and automated inventory and have ran into a mind splitting concern. I've been able to set up a Master Inventory, Incoming/Outgoing sheet, and a Rolling Data sheet to speak to one another with notifications to notify when a currently stocked item needs to…
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?