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Recording the date of a specific update and locking that date?
Greetings SMARTsheeters... Not sure if what I'd like to do is possible in SMARTsheet, but here goes... I'm working on a SMARTsheet that receives data adds and modifications from SMARTforms and autoupdate email requests. There will be various users entering and modifying the data in the SMARTsheet adhoc through these forms…
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How to Create A Template Set
I've created several project management files (sheets, reports, dashboards). How can I save these as a template set (package) for others in my organization to use/download? Or is it save as a workspace??
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Sheet Permissions from Template
Can someone check my logic here? I have locked rows in my timeline templates that have formulas in them (VLOOKUP for a project summary at the top) that I need my PMs to not edit. Currently, they have admin permissions and can delete the formulas. It was suggested to me to make them editors in the workspace, but they'll…
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Priorities within Priority
I have my priorities set up for high, medium, low. I'd like to prioritize within the highs, lows, etc. I'm used to working of an ABC, 123 set up.
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Workflow alert - wrong user attributed with changes
Hi everyone My PM colleague received an automated email which alerted her to the recent changes on her sheet. At the bottom of the email it says 'changes made by Jim@xxx.com' (who has permissions in the Workspace as Editor - Cannot Share) and who HAD viewed the sheet, but had certainly NOT made the changes. The PM herself…
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Free Collaborator / Unlicensed User
Hi, Just a small question is the Unlicensed User can also delete the row? Scenario: we have created a workspace and we want Unlicensed User to only edit the row but he/she can't delete the row. secondly: if Unlicensed User delete row or related information in row how the admin will get to know what happend or what is…
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Comments - Keep important ones on top
Hello, Are we able to lock comments on rows or sheets do that they stay to the top?
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Transferring ownership of Workspace easily?
Is there a way to transfer ownership of a workspace without having to remove the current owner from the workspace? They still need to own specific sheets, and edit others in the workspace, but do not need to own and administer the workspace anymore.
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Licensed User to send an email for a row?
Do you have to be a licensed user to email a row? If that was one of the "new" changes for the unlicensed user, I did not see it in the email.