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User Level Admin
Proposal: Creation of a Dedicated User Administration Role in Smartsheet Objective: Introduce a new Administration Role within Smartsheet designed to assist with user management tasks while maintaining strict security boundaries. Scope of Responsibilities: Manage provisional users and oversee user licensing. Perform…
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Hi Everyone, I am Audrey :)
I work as Operations Coordinator at an International Education company in Australia. I have used Smartsheet for a number of years now and slowly became the go-to person for anything Smartsheet at my work. I have attended the Smartsheet summit in June, got the Core Product Badge and am constantly seeking to upgrading my…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
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User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.)
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.) In the new User Subscription Model, what options exist if we need a user to ALWAYS ONLY be a VIEWER ONLY? Meaning no action can make them become an Editor/Provisional Member. This new User Subscription Model leaves the department that pays the…
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How can Salesforce implementation improve business processes?
Salesforce implementation streamlines workflows by automating tasks, enhancing data accuracy, and improving department collaboration. It enables smarter decision-making through real-time analytics and centralized customer data. Let's share your views and be a part of an exciting discussion
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What are the advantages of using the Salesforce SaaS platform?
There are a lot of advantages of using SAAS platform because it lets you be relieved from investing in infrastructure, which is highly concern for any organization. Let's discuss some more fruitful points for using the Salesforce SAAS platform. Share your views now!
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Power Automate - Post Attachments to Row/Sheet
Hello everyone! I spent WAY to long looking for this answer so I thought I would share it with the Community in hopes of helping someone else. Problem: Adding attachments to rows/sheet is not possible through the standard SmartSheet Connector Solution: This can only be done by creating a Custom Connector. It CANNOT be done…
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Inventory check
Help please! I have an inventory issue I need to work on. I have a production schedule where my production team adds line items for the PO they are supposed to work on. Each Line item may have the same item number, and could have the same quantity. I am using data shuttle to pull in my available inventory. From there I am…
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2 sheets for daily production and production schedule for a PO (month) =Status
I have two sheets. One sheet for tracking daily production and another sheet that tracks the production for the month. I have a status column that matches on both sheets. On the production schedule I have that status of the reference number. If production is working on that reference number it has a status of Work in…
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Struggling with an IF/OR/AND formula
Hi, I have a formula I'm struggling to put into a single IF/OR/AND formula! Basically, if the [Add-ons] column includes the tag "Prebill" AND if the [Final Invoicing] column is “Invoiced”, I want the [Total Amount Invoiced] column to add [Prebill Actual Invoiced] and [Final Invoicing Amount]. To clarify, if just one of…
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Anyone currently on the New Subscription Model?
Let me start by saying I have literally read every single Smartsheet article and communication post. I truly understand the plan, but still have questions. I would love to know if any Community members or their organization has transitioned over to the new User Subscription Model (USM) and if you are willing to share your…
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Smartsheet + ServiceNow SPM Integration: Simplify Project Management
ServiceNow SPM is a powerful tool, but for casual users, its steep learning curve can be a challenge. That’s where Work4Flow’s Smartsheet + ServiceNow SPM Integration comes in. This integration eliminates inefficiencies, automates workflows, and transforms project management into a seamless, productive process. Key…
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BC/DR Planning
Hi - Does Smartsheet have any template sets to create dynamic business continuity/disaster recovery plans (call trees, system diagrams, etc.)? Thanks in advance!
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Enhancement to update Data Shuttle to recognize/preserve leading zeros in front of numbers
Use case: Managing hundreds of cloud accounts that have a fixed length ID and a randomly assigned number. Some account IDs have 1-3 leading zeros, some have none, as long as the overall length is 12 digits. Issue: When using Data Shuttle to import updated lists of accounts, existing accounts with leading zeros, are deleted…
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Is there a way to utilize one sheet for multiple projects, but still roll up into a dashboard?
I work in an IT department as part of a fairly large school district. We typically don't super fancy PM tools other than a project name, all the tasks associated with that project, who is doing those tasks, and when they need to be completed. So each division in our department has setup their own sheet which as multiple…
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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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Smartsheet for Business Continuity Planning?
Hello, I'm a certified BC professional trying to connect with anyone who uses Smartsheet for their BC planning and execution. I will be attending Smartsheet Engage in a couple of weeks and would appreciate meeting up with anyone who is using the software in this manner to share ideas. I know there are templates available…
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Trying to Figure Out Scripts
Hey all! I must preface this by specifying that I am a complete newb when it comes to Smartsheet. I know the very absolutely basics, but am now trying to learn more about it. The issue I'm trying to figure out is keeping track of multiple packages I send out a week. I wanted to see if there's a way to write a script where…
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Greetings from New Jersey!
Hi Smartsheeters, I am fairly new to Smartsheet. I've been using it since November 2023. Just earned my Core App certification. I'm hoping to increase use of Smartsheet at my company and find ways to automate processes and integrate data from other systems. On the weekends I'm busy doing pottery and riding my ebike.
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The issue of a picture captcha not displayed on Chinese computers.
Hi, The new users in China connecting for the first time to Smartsheet must check a box and click next. After that it hangs up, looks the issue was linked to the pictures captcha were disabled. May I have to know how to activate pictures captcha display for End-users? Example of the pictures captcha. Many Thanks!