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Legal case management
Hello community. I'm fairly new to Smartsheetm, but I've seen enough demos to know I'd really like to learn how to use it. Seems like it can do what I need but I'd like to ask those with more experience. Is anyone here using it a law firm environment in lieu of a case management system? That's what I'm hoping to do,…
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What's the best tool to track simple request that comes to our legal office?
I work for a government agency and I'm in charge of tracking questions that come to our office, like what the question is, the topic, who is handling it, date of request and date completed, how much time it took (e.g., 15 minutes or 2 hours). Then maybe create reports on the type of questions that came in, how many request…
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About product (Smartsheet Business plan)
Describe any audit trails that are in place to monitor who is accessing which data? How long the logs are stored? How quickly could Smartsheet restore users data (without alteration) from a back-up if Smartsheet suffered a major data loss? What is Smartsheet RTO and RPO please? Please provide details of any exclusions to…
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Data retention polices
How long the logs are stored for Smartsheet Business Plan? How quickly could you restore our data (without alteration) from a back-up if you suffered a major data loss? What is Smartsheet RTO and RPO ?
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Setting up Update Requests for a monthly/quarterly basis
I'm trying to create an Update Request notification for certain rows in my sheet, but to be sent out on either a quarterly or monthly basis. More specifics--I am in a legal dept at a mortgage company, and trying to track common questions our regulators ask commonly. There are items where our responses may change on a…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Inconsistent Date Options
Hi I recently came across 2 date-related options which look inconsistent within the app. Would be grateful if the smartsheet development team can address it soonest! The Inconsistency: In the Workflow-Automation we can set a Condition as <any date field> is not today; whereas in the Conditional Formatting dialog, we don't…
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Join Collect
Hi i'm trying to find all of the timekeepers that worked for a specific client. Normally I would use Index Match however, there are multiple time keepers that worked for the client and index match only shows one name. For Index match I use the following formula: =INDEX({TimeKeeper}, MATCH([Matter Number]1, {Matter Number},…
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Join Collect
Hi I'm trying to to create a sheet that tells me all of the timekeepers that work on a client from data from another sheet. Currently I have sheet that list all of our clients and I will like to add a column that list all of the timekeepers that work on the project. Normally I would use Index Match however, some clients…
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Automated Workflows Limit
Hi Is there any limit to how many "automated workflows" we can create in a single sheet? Asking because one of my projects is expected to have approx 30 automated workflows in it.
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Ranking Tasks
I work in the IT Department at a company. Another department assigns tasks to our department for software support for a particular application that they use. We would like for them to rank the tasks that they want us to complete - with numbers - 1 through 25, for example. If they create a new task for our team and assign…
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Auto-Lock All the Child Rows
Hi All I know how to lock a row when a certain condition (or a set thereof) is met. But is there a way that when a row gets auto-locked, all its child-rows also get locked automatically? In other words, some kind of inheritance mechanism. Thanks in advance! Nasir
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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Email User Completed Form
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
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COUNTIF in Sheet Summary
I am using this simple formula in a new field in Sheet Summary & I keep getting an "Unparseable" Error. =COUNTIF(RESPONSIBLE ENTITY:RESPONSIBLE ENTITY, "FIRM")
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If Formula
Hi I'm trying to auto calculate the date. I was wondering if someone could assist. I'm not quite sure how to do it I believe it should be an if statement but I'm not sure how to write it. I have a column that is Date of Last Correspondence, Days till follow-up, Next Follow up Date is the column that I want to auto…
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Automation from a form submission
Hi I have created a form that is working perfectly in that once completed it is populating the sheet data. I have also created a number of automation work flows that work if you directly input into the sheet but do not appear to work if the data is entered via the form - please can anyone advise if I have missed a step or…
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Keyboard shortcut to insert a new comment
Hi Does anyone know how to open the New Comment dialog using the keyboard? it's becoming more and more difficult for me to take the mouse EXACTLY at the same point and click, in order to add a comment to the currently active row. We sometimes enter comments to update the status of numerous tasks, and this mouse-based…
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Automation - Request Update
Hi. I'm looking for help troubleshooting an issue I"m having with Automation in smartsheet. I set up a recurring request for updates to run each Friday at 8:00 AM PST to all Assigned To users in the sheet. The problem I'm having is my request automatically includes a form I created for project intake. I do not want the…
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Update Requests
We have an automated update request created, however, when it is triggered it sends a link to update all fields that need updating to all contacts within the sheet - as a result they are not using it as they cannot see which action is theirs to be updated What we would like to happen is that the update for that row only…