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Limiting what customers can and cannot see for projects
We use smartsheets to run our customer projects. The approach we have used to date is to create a workspace for each customer, with the necessary sheets - all from a template. This works really well, as the customers need to review and contribute to several of the sheets that we use, and the workspace sharing feature lets…
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default links in Notifications email
I have our sheet set up to send a notification to the client as their project moves through our department. In this case, for instance, the client will request something to be designed and printed, they will get an automatic email notification as the project moves into design production, in review, to print, then complete.…
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Columns Automatically Unhiding With Form Submission?
Hello all, We use a form for our open order sheet. We removed an item from our product list and I want to hide this item in our open order sheet (not deleted it, incase we add a new product because I already have all the automation and reporting set to include these columns). I have NUMEROUS hidden columns in this sheet,…
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Can't save the Project
I have a paid account. My project consists of 197 lines and I can not save it,the error "Check your Internet connection". While the Internet is working, other sections smartsheet.com available. (For example write here now)
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Moved a sheet and now the data won't show up in reports
I had a full project plan in one folder. Then, I saved as new in another folder and deleted the original. The original plan was showing up in reports just fine. But, the new version will not show up in any reports. I have ensured that the new folder is selected when I build the report. I've even created test reports that…
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Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
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Table of contents in a large sheet; use of forms
hi, I use one large sheet to manage many different legal tasks across my team (1,000 rows currently). The sheet is divided to many sub sections/categories, main tasks, sub tasks etc. Wanting to add a new main task to a category, the user needs to scroll down to find the right category which is time consuming. Two questions…
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Unrecognized System Contacts
I'm seeing behavior in a sheet that I'm not sure if this expected or not. I am a known contact in our corporate instance of Smartsheet. The screenshot displays content in a sheet column that is created by submission of a form. For this particular column, it's populated from an email address in the form field. Submitters of…
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Remove Mouse hover over pop up tool tips on menu bar ribbon
Is there an option to remove the pop-up mouse hover tool tips on the top menu bar ribbon? It is getting in the way of the feature buttons and has become very annoying. Thank you!