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Has anyone used Smartsheet to create a User Request Form or User Access Requests Form?
Typically, URFs or UARs have been paper-based. I am wondering if anyone has created and successfully implemented a system to not only track the overall requests but to alert the various people across the organization if they are assigned actions based on the system(s) they oversee. Thank you.
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Using a column date from sheet A to populate a dropdown in sheet B (Non data shuttle)
I'm looking for a way to populate a drop down automatically from data entered into a seperate sheet. We have a central "New Projects" sheet which acts as master data sheet. Several other sheets use forms that have a dropdown to choose the project, where the dropdown data is taken from the New Projects sheet. We have until…
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Notification Wording
Smartsheet Team, Please consdier changing the notification language for when a row gets moved to another sheet. Right now the notification says that the row was actually deleted and it should just say that it was moved. Thanks!
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Pulling Value to Create Dynamic List
Hello All, I have a sheet created for time sheets for employees and I am looking to pull certain metrics from it on a separate sheet. What I am trying to create is a list based off of the the most hours worked at the job in the previous week. I am assuming that it is an index/collect/count function, but not being able to…
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WBS Numbering Error
I'm not sure if anyone will be able to help with this one, but I am running into an occasional problem that I don't quite understand. Essentially, I have a WBS numbering system running to give tasks an ID, and then using the ID to look up a letter equivalent from another sheet, and using that for the Item Label of each…
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ODBC Connection fails from SSIS and Excel - SSO Token configuration
We use VPN, single sign on from Office to SmartSheet and I got my SmartSheet token generated. I have ODBC 64bit 1.4.34.0 connector installed and configured with my email and the token. I tried to connect from MS SQL SSIS 19.1 TITLE: SQL Server Import and Export Wizard The operation could not be completed. ADDITIONAL…
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Sumif/s, VLookup or something else?
I'm in need of some formula help. I need a formula for the Males2 and Females2 columns on sheet 1, it should total up all the males/females from Sheet 2 and return that value to sheet 1. For example the result on sheet 1 for Number 2 should be 7 males and 5 females. The data is on two different sheets which shouldn't…
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Dynamic naming for files offloaded via workflow in DataShuttle
Hello everyone I was thinking that it would be nice to be able to name the files we offload with dynamic information like today's date or a cell value. This would allow for nice automated reporting of information when combined with the on schedule triggers.
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How can we see where moved to!
I moved 46 rows in one sheet to another but they didn't appear in the new sheet and have now gone from the original. It shows that there were moved but it doesn't say where to, I have obviously sent it to the wrong place but where!
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Can we turn off the side folder menu that pops up EVERYTIME we open a sheet or report?
Everytime we switch from one sheet to another, the side menu folder structure opens up. To be clear - at our arrival to our destination sheet, the side menu folder structure opens up, and takes up between 15%-25% of the screen. We have to use the mouse or track pad to close it. This is a slow process and very annoying.…
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Unable to work with smartsheet !
Hi. We have a big problem with our company account that have the Domain Strict login enabled ! Any of our accounts can connect to the support portal, so how can we contact the support without the ability to contact without a valid account ?! How we can change the option when administrators can't access to admin portal ?…
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Different contact information depending on single or multiple contact columns in Power BI
Data exported from Smartsheet with individual contact columns is displayed in Power BI as email addresses. Multiple contact columns, on the other hand, are displayed in Power BI as user names. Is there a way or a setting to make this consistent? Imported into Power BI using the Smartsheet Connector: Thank you for your help!
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Bulk rename assets
Is there a way to bulk rename assets when in the Brandfolder Core Plan?
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Button to go back to a portal
In Brandfolder, it is possible to add a button to the DAM so when a user is in a collection or the DAM they can go to a Portal directly from this button. My customer has a very limited number of Collection, in their Portal they are using shareable links to take users to the right place. When accessing the shareable link,…
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Report does not display sheet dates or dropdown menu items
Hi there, I used the "Project Management Office" template to set up different projects and then a report that pulls the information from all the projects into a central report document. I have noted that if you have drop-down options in your original sheets, or dates, these are not displaying in the report. How do I…
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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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"Attachments" Needs Folder Capability
I have a need to upload many photos, sometimes over a hundred, to every line on a sheet, but the lack of the "Attachments" feature to allow for folders forces us to upload these files to the "Proofs" feature. Unfortunately, this can be a lengthy process in uploading and subsequently in just trying to open the proofs. It's…
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Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
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Form autofill
We use a Smartsheet and form to manage requests for free tickets to our shows for internal staff. They fill in their name, email, position in the company, show they want to see, first and second choice dates, and number of tickets requested. When the application is approved, they are notified, and the information is sent…
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Alert users when breaching the 100 character limit
The limit for filtering a dropdown value is 100 characters. You will want to limit your values to 100 characters, if you plan to filter on those values. Given it has taken hours to try and work this out, you should alert clients when they are breaching 100 characters in a dropdown field.