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License versus Seat Members
The change from our 6 licenses to 25 members sheets has caused major disruption within our company. Previously, only the 6 licenses could create sheets, and ll other users could edit…. Now only member seats can edit and my 6 licenses is now 25 member seats. I previously had 40 users that had editing rights so they could…
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Customise links within email notifications
Smartsheet Core - for admins, the Sheet is often treated as a backend database, with Reports / Dashboards / Forms being used as the front-end user friendly features for users. Email notifications could be improved if an admin (sheet owner) can customise which Smartsheet link the user is taken to when they click the link in…
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Legacy Dropdown Functionality Option
Good afternoon, Recently there was a change that made searching a dropdown by typing inside of it switch from an exact match method where typing S would only show entries that begin with S to a search within method where typing S would show all results with the letter S in them. I can see how this would be beneficial in…
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Multi selection form into single rows
Hi all, I have a form that allows multiple selections. Once the form is submitted I need the each selection to be added as a new row. I have several issues: -Selection list extensive (50+) therefore cannot be written as separated columns as suggested earlier. -Users will have a hard time to submit a form for each item and…
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Report for due dates
Hello! Does anyone know if there's a way to create a report for specific projects that reflect tasks that would be due on the same date? For instance, if several projects have the same due date, it will show up as such on the report so the manager would see this and due dates would not be overlooked. Any assistance is…
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Assistance needed with the following formula...
I'm trying to put the correct data (person) in the correct column for an Employee and their Management hierarchy, using the following formula: =IF(VLOOKUP(Worker@row, {Active Workers Report - Mgmt Lvl}, 5, false) = "Team Lead", {Manager}, "") Can someone help me correct the formula, so the Name of the Team…
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Merged: Document mapping from PDF
This discussion has been merged.
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2 of 2: How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…