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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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How do I delete or rename a workspace?
How do I delete or rename a workspace? I created a workspace, it's currently called 'Untitled Workspace' by default, and I cannot change it. I've tried right-clicking on it, and I've tried clicking on the three-dot menu, and the only option I get is 'Open in a new tab'. I've tried logging out and logging in again but that…
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Error when trying to transfer Workspace Ownership
I'm a system admin and needing to transfer the ownership of a Workspace over to a Licensed User however when I go through the standard steps (Sharing And Collaboration --> Workspaces --> Transfer the ownership of a workspace) I get the error "This user cannot accept ownership at this time. Please retain your ownership or…
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Permissions added for a user without a license aren't taking
I have a user that doesn't have a license, but needs Viewer permissions to a workspace, and some Editor permissions for specific reports. When I set this up in the past, it worked great, but today, it's not working any longer. Has something changed around how permissions are supposed to be setup?
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Replacement for Workspace and Sheet Sharing Reports for System Admins and Workspace Owners
Recently SmartSheet removed the Workspace Sharing Report as a viable option to audit workspaces and sheet shares. This impacts our auditing process heavily as it would now require an auditor to or Workspace owner to manually check each and ever entities file sharing tab to assure no one inappropriately shared out…
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Sheet Vs Workstream permissions to external users
Hello, My non-profit has some auditors in the office today and they are reviewing some of our project plans as part of the financial audit. To be most efficient I have been asked to give them access to a particular project sheet. However I can't see to be able to share an individual sheet (the 'share' button is greyed…
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Archive workspaces
Add feature to archive a workspace (without breaking any references within or outside the workspace) so that it is either moved under Archived folder or through appropriate implementation is hidden from other workspaces (but can be accessed if needed)
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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Orphaned Workspaces and Assets
If and when a plan user leaves, there needs to be an easy way for an Admin/Plan Owner to re-assign the Owner of a workspace or an artifact. Currently, I have to submit a ticket to get the workspaces corrected (nothing I can do on my own) and if it is an asset, the process is even more challenging. If someone leaves your…