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Plan Asset Manager - will it capture orphaned assets already in the system?
Hi, I missed the memo on the addition of the Plan Asset Manager role, and just assigned our admin account this role today. I did some digging because we had a person leave recently who didn't transfer assets before she left, and now we cannot access these sheets/reports. When we deleted her profile, we thought we…
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Merged: Hidden Cell in Form not populating in Smartsheet
This discussion has been merged.
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Sorting by Dropdown Order (in Reports)
please tell me that I can also "Sort by Dropdown Order" (in a report)? I know you can do it in your sheet when you are in "Table View" however, I have a report that I need to sort by this column (drop down) and because of alphabetical rules: Draft Protocol not Rec'd (13M) comes before Draft Protocol not Rec'd (9M) HELP!
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If the checkbox is checked copy the row
I am having issues solving a problem. I have a sheet containing multiple columns (3 text/number, 1 date, 1 contact list, and 1 checkbox). Made out of around 150 rows. I want the rows copied to another sheet if the checkbox is checked. I tried: Using a copy row automation which works but rows are always copied at the end of…
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How to create a unique number via formula or how to autonumber via formula due to existing autonumber type column?
All, The way my Smartsheet workspace works: Every time the Status column of a particular request in Master sheet is changed, the entire row is automated to be copied to Status Tracking sheet. The change is timestamped as Change Timestamp and the Subsequent Timestamp is recorded in Status Tracking sheet with every…
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Importing excel with a column containing Hyperlinks into Smartsheet
I have an excel that contains values that are hyperlinks constructed with Hyperlink construct. for eg: =HYPERLINK("https://docs.oracle.com/en/cloud/saas/readiness/common/26b/common26b/26B-common-wn-f43843.htm","Multifactor Authentication (MFA)") When I import that into smartsheet, all the values read #UNPARSEABLE. I see…
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Board View Report Without Giving Users Access to Sheet
We have a Smartsheet form where users can request a certificate of insurance. Their email address is recorded in a contact field. I've created a report that filters the contact field to the current user. We'd like for them to be able to see the report in board view, but only for their requests, and do not want to give them…
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Lost access to Smartsheet Data
I have not used Smartsheet for several months and my subscription expired. I now wish to resume using it but all my folders nave disappeared. Is there any way of retrieving them?
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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…
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Need to Understand Basics
Is anyone a SmartSheets pro that could get on a call with me for no longer than an hour and go over some basics (to you I'm sure) on how this system works? My Launch10 package was used mostly to set up my first sheet and I never had the time to actually learn how to use the system. I have automations set up but there are…