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Can it be done? Creating a workflow with a form from a seperate spreadsheet.
Hello - I have setup a sales pipeline spreadsheet and a separate proposal tracking spreadsheet. I would like to create a automatic workflow in the sales pipeline sheet so that when "Proposal" or "Pitch" is selected as a status in the pipeline a automatic workflow takes place to present the form for the proposal tracking…
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Report Viewability
So I have created several Reports and have noticed that when you add them to a Dashboard, anyone with Dashboard Access can view them as a Widget; however, When made a viewer on the Report itself, all the people see is a blank page. Do the Viewers also need access to the sheet the report is pulled from? If so then reports…
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Why am I receiving automation email replies?
I set up an automation that will send a PO request to external clients. When they reply to the automated email it comes to my email address and not the person that was requesting the PO. 1. Does it come back to me because I created the automation rule or because I own the sheet? 2. If I sent an update request instead of an…
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Increased Cell references
Anyone know when (or if) Smartsheet plans to increase the number of cross-sheet cell references? I am getting this message now in my sheet, and its frustrating because I feel I have only started to truly make my sheet smart and truly useful. Does anyone have any "best practices" to share? I am currently referencing 5 or 6…
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Auto-populating dates
I have several categories in my 'Status' column. (Sprint Backlog, Planning, In Progress, In Review, Changes, Print Files Ready, Print Req Sent, With Printing Services, Complete, Blocked) I would like to have a date automatically populate when the Status becomes 'In Review'. Then, once that date is populated, and if the…
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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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How do I address a "pending" update request?
Hi I'm new to Smartsheet and can't seem to find how an answer to this. I've just located an Update request that has a pending status (found in smartsheet, not an email). How do I actually action the request and change the status from pending to complete? thanks
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Delete License User request
A new user at my company inadvertently sent a license request. I can't find an option to delete it. Help?
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Mandatory or Required fields to complete in a smartsheet
I have a need for users when updating or entering data in a cell in a smartsheet that they must complete some mandatory fields. A webform has this function, however on existing rows it would be ideal to have users who are given updates or entering in a new row to have to complete some mandatory fields before final saving…
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Sending UPDATE REQUEST to External Emails
UPDATE REQUEST to EXTERNAL Emails Problem statement: We tried to send thousands of "Update Requests" to external email addresses using one Smartsheet as the source so that responses can be collated centrally. This is to avoid sending an email to each external email or sending a blanket BCC email to the same addresses. None…
