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Add attachment to multiple sheets and respond?
I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file. What I would like is for the attachment to be added to the…
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Leveling Up Update Requests
One of the features of forms that I use frequently is the ability to add a "hidden field" with a value that is written to the sheet upon submission. This is really useful when performing a simple evaluation of form submission completion to trigger actions in workflows, for example. However, in contexts where I have a…
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What is the easiest way to view all of the outstanding update requests, across all sheets, that I ha
I am using Smartsheet for a lot of different applications within our organization. I have a number of outstanding update requests - across a dozen sheets - but have no easy way of seeing the status of them all at once. Is there an easy way to do this?
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Comments - Keep important ones on top
Hello, Are we able to lock comments on rows or sheets do that they stay to the top?
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Update Requests
HELP / VERY ANNOYED Today my Business Administrator was going about her business and Smartsheets without any communication to me as admin and paid user license or prior notice, seems to think it was ok to commercialise the update request function and convert a free log in / collaborator into a paying account user. They are…
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Open To Today's Date for Viewer and Editors
The "Open To Today's Date" feature works for the sheet owner/admin, but if the user just has "editing" or "viewing" rights, they are forced to scroll on the x-axis to get to today's date. Is there a way to make the feature also work for all users?
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Auto fill information in sheet when a check box is checked in a different sheet
Hello All! I am trying to figure out how to auto fill information into my sheet, when I check a box in a different sheet. I am keeping track of different invoices and sponsorships in the original sheet. When I check a box in the column "Ad" then I want the "Organization", "Event", "Start", and "Due" columns to auto fill in…
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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Remove Symbols
OK, so, we have an update form that goes out to about 30 people. All they have to do is add the latest figures and click 'Send'. That's it. However, they insist on adding in symbols and text, no matter how strenuously we explain that they shouldn't. All they need to do is enter 55 not £55.00 or 0 not N/A. But they persist.…
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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…