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Formula for Imported Data
All, Im importing data into smartsheet from excel and there is a lot of extra information in the file. How do i copy select columns over into another sheet? I will be doing this on a weekly bases can i create a "raw import sheet" that will automatically copy the information over to my preferred sheet? I will be deleting…
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Reactivating Business Plan: Will my existing sheets and permissions be fully restored?
Hi, I have a question regarding reactivating my Smartsheet subscription. Previously, our team used a Business Plan with one Admin (Owner) account and two additional licensed users. We canceled the annual subscription some time ago, so our account is currently inactive (or in read-only mode). If I log in as the original…
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Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
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Change Formatting in Reports
It would be very convenient to be able to format a report different than the sheet. One purpose of a report is to bring multiple sheets of data together, but often those different sheets have different formatting which can make your report look awful. If you could format your report at the report level, it would solve all…
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Gantt Chart View in Reports
Please help! I understand that we can't customize the gantt chart bars anymore if it is a parent row but why am I getting random colors on the bar view in my report? I would prefer it remain grey. The first picture is the Smartsheet and the second one is the report pulling from the sheet.
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Dynamic Dropdowns in Sheet Summary
Please add support for dynamic dropdowns in sheet summaries. Use Case: We have project stage & status dropdowns in the sheet summary of our project plans. When we want to add a new option, we need to go through every sheet and manually update the sheet summary dropdowns.
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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How to Copy and Compare Column Dates from Separate Sheets into One Sheet
Hi. Goal1: For project management purposes, I am trying to compare project "Current Start Date" column in one Smartsheet (SmartSheet #1) against a "Q2 Start Date" column from another Smartsheet (Smartsheet #2). This is to compare the latest/daily Current Start Date against the Start Date that was planned in Q1 for a list…
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Multiple Licenses from different company
Hello, Im working as a consultant/developer. Im signing up with multiple clients each with their own licenses. They are adding me as I work on their project. May I know if this is possible? Will they adding me have an issue on file/sheet/workspaces view and sharing? Any tips to avoid mixing up stuff? May I know if there…