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Sending a Users of a Sheet the same Update Request
I have shared a sheet with 60 individuals in a company of 200. Does anyone know an easy way to be able to automatically add all shared users to the Update Request. I am trying to keep the 60 informed of changes to legislation. I don't want to have to tick individually each user. Thanks Mytch
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Automating Project Status
Hello, I would like Smartsheet to automatically assign a project status based on duration and number of days behind project. I have specifically been asked to assign a project status of red if the task is 20% behind schedule. Please let me know if you are aware of how to automate this in SS. Thanks in advance for your…
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Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
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Restricting access to PII (Personally Identifiable Information) data
I am getting questions about the safeguards in place for PII (personally identifiable information such as names, phone #s, addresses, etc) and wanted to hear how other customers have handled. Where we are seeing leaks is in the alerts, update requests, and send row feature. These features send the entire contents of the…
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Adding information to templates
I am trying to work out the best way to do this. I have an evolving list of products (hundreds and hundreds) that can be ordered, and 29 people (only - this is set) who can order them for a Bulk Buy once a year. My current plan, was to create a Template, then have a sheet for each person. This way I can request them to…
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Having dates change by being linked to previous dates
Hello all, Ive looked and cant find this one ( or i didnt type the right thing in search ). I have several deployemnet dates set. Im wondering if I can have all dates change if I change one above them, EXAMPLE: On 03/14/17 I have a deployment scheduled. On 03/21/17 I have a deployment scheduled. On 03/27/17 I have a…
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Scheduling an Update Reminder like an Alert
This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and every time; keep in mind I…
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Update Request
We are using update requests, but when we select multiple lines, how does that person know which project is which. We have project numbers as our main column, but when I send an update request, with multiple projects, it doesn't show them which project is which. They can click through the three projects, but it doesn't…
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Setting conditions for RYG balls
I would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following: Status "Lost" = RED Status "Postponed" or "Unknown" = YELLOW Status "Won" or "Obtained" or "Negotiating" = GREEN Status "Bidding" =Will…
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Feature Request - Mobile - Send Rows via E-mail (or Send Update)
I was wondering if there is something in the pipeline already for adding the Send or Send Update Request via the mobile app. This would help with our mobile team for providing or asking for updates from colleagues. Or if someone is already aware of a way of doing it. Thanks