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Sharing Dynamic View & Dashboard with Non Users requiring sign up
Is there a way to share Dynamic View and Dashboard access to non-users without requiring them to sign up for smartsheet?
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Alert someone
I have a user who assigned someone to a task but when she tries to add him to the Alert Someone-Alert a specific user, his name is not showing in the list. When I try the same, his name is displaying for me. She has other users assigned to tasks in the sheet and was able to add them to the Alerts. She has closed/reopened…
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Alert Triggers?
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
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Recurring Dates in Routine Task List
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
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Why do I get the "changes" option in a Trigger rather than the "changes to" option?
I have set up workflows based on changes in a Dropdown (Multiple selection) cell. Some of them, allow me to set the trigger for when a value changes TO something different. But with others, it just gives me option of triggering the workflow when a value is changed. Why is this different? Some give the option of triggering…
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how do I assign multiple users to one task?
And if I do this will email workflow go to both in the assignee column? Thank you!!
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Tracking form back to workflow
I am receiving an update request form that is coming from an old sheet, but I can't find the workflow that is creating it. Is there a way to track the form back to the sheet/workflow that is creating it? Or is there a way to list all my active workflows somewhere? I think I own the sheet that is running this, but not sure.
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What is the Cloud storage size of Business Plan.
Dear Sir/Madam, Kindly let us know what is storage size of Business plan? Since we are going to implement Workflow process in our department. Before going to rollout we want to know storage size. Awaiting your response. Thanks and best regards.
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Auto create multiple sheets for one project
Hi there folks. I'm fairly new, so this may be a fairly basic question. I'm using Smartsheet for project management, I'm in the planning and intake team. When we intake a new request and it's approved, I need to then create a project from that request record. When I create this new project do I need to manually create a…
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Is it possible to develop a task list from multiple source sheets through automation?
We are creating new courses and content for our LMS and we want to use a project sheet to track all the tasks associated with developing the course and its respective content from beginning to end. We have a handful of different "Learning Object" types that each have their own repeated tasks or activities to develop and…