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Form URL Link
Hello everyone. My issue here is that I have created a form and I am not sure how to shard it with other users as there is no URL Link for the form, only available for the spreadsheet. On the Manage Forms, I can only see the button, "Test This Form". Any ideas? Thank you in advance!
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File Upload from Customer into their Designated Row
I was hoping somebody could help. I have a form set up where customers can upload their artwork directly to our sheet and once checked I send an approval request as a proof. However if the proof is declined or we check the file and it isn't print ready we require customers to upload a new file (artwork). I have tried this…
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Setting up automatic reminder system
Hello community, I have a tricky question here concerning how to send out a reminder automatically based on the following idea. I have a sheet which lists the status of certain rows. Each row has a column that indicates with Green/Yellow/Red/Gray dots (symbols) - these indicate if an item has been fixed, pending, still…
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Error when a customer updates a file
I have been working on a proofing system which automatically sends an update request if a customer declines their proof. Prompting them to upload new artwork. I include the attachments column on the form when asking for a new file, however when I am testing the update request I receive the following message when trying to…
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Smartsheet Chrome app refresh
I'm using chrome app for smartsheet, and I load a report, but the report is auto updating, if the sheet is updated via VLOOKUP the report won't update till i click refresh, is there a way to auto refresh the app? thanks.
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Data -> Exported Form
Hello, I am relatively new to SmartSheets but I am looking to place a form we have now into smartsheets to collect the data there. However our Executive Team likes the look of the original form... Is there a way to export data in a way other then in a grid/ excel looking chart? Id like to customize it and have it run only…
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Update Requests, reminders, notifications
I'm wondering if there is a way to set up automatic update requests, reminders, and notifications to be sent on a reoccurring basis until a task has been marked as complete? I see where I can choose to have these emails sent daily, weekly, and so forth. But I don't see where I can tell Smartsheet to stop sending these if…
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Manually Adding to Reports
I'm looking for a way to pull information from other sheets, while also being allowed to manually add data. The reason I'm doing this is to allow for staff to go to one place where we can share individuals goals, tasks and progress. Is there a way to do this? I have tried formulas, but I do not believe it updates when that…
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Automatically marking something as complete when requirements are filled
Hello, I was wondering if someone would be able to help me with a problem that I have been struggling with. I would like to make it so that when a checkbox is checked, in another column, called status, that it would switch and say complete. The status column is a Dropbox, containing Completed, In-progress and Not started.…
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Editing an email sent from a row
I was wondering if there is a way to have someone edit a field when you just send a row to someone. What I mean by this is would be the person receiving the email able to check completed or update a date from just the email rather than sending someone an update request?
