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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Smartsheet equivalent to a popup window or pivot table?
Is there anything like a pivot table in the smartsheet ecosystem? I am looking for a solution that is somewhat like a sheet reference, but perhaps saves the time of double entry? Case in point: those of you that use Concur travel or something similar, how do you organize the data and make it retrievable but also something…
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Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
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Are there resources that can support with making custom dashboards?
I work in real estate and I want to build a custom dashboard/template to track where we are at with deals. The pre-made templates are all too specific and hard to use. I've created my own sheet/intake form but am looking for support on building the dashboard and how information is shown.
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Issue: @mentions in Dynamic View Link to Source Sheet Instead of the View
We’ve run into a limitation when using @mentions in Smartsheet Dynamic View comments . When a user is @mentioned from within a Dynamic View , the email notification they receive includes a link to the underlying source sheet, not the Dynamic View where the comment was made. This can be confusing—especially for users who…
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Updated Graph Options (Fuel-Gauge or Tachometer)
I've searched the community and did see one mention of fuel-gauge stile charts/graphs back in 2023, but nothing specific. My company's leadership is, for lack of a better word, enamored with the visual of a gauge style graph. Is there any plan to make this an option? or is there instructions on how to create one within…
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Predecessors Drop down list like MS Project
It would be a tremendous help in creating and maintain project schedules having the dropdown like in Project for selecting Predecessors it is very time consuming to have to jump out or have a second screen open to fined what needs added. This would be a huge help in schedule creation and monitoring.
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Be able to export large reports > 20000 rows
Report does not display detail lines in Grid view if it's beyond 20000 rows. However, it does display it in Table (preview) mode. I would like the following 2 enhancements to make viewing the reports easier: Be able export detail lines regardless of the limit. Provide export option in Table (preview) mode.
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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Incurred hours not showing for future dates within the same month
Hi everyone, We are using Smartsheet Resource Management for capacity planning, operational follow‑up, and monthly financial reporting, and we have a recurring challenge related to how Incurred Hours are handled in reports. We understand that incurred hours are date‑driven (past vs. future), and that this behavior is…
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COLLECT function and validate ISDATE
Hi, I am new to Smartsheet. I am trying ISDATE(COLLECT( function to pull an array and validate whether the values are dates. Is there a workaround? Similarly COLLECT(REPLACE( is there a workaround to modify the array?
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Merged: Workback Schedule
This discussion has been merged.
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Merged: SmartSheet License Request
This discussion has been merged.
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Merged: SHARE A FOLDER WITHIN A WORKSPACE
This discussion has been merged.
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Administrator Control on License Banner
Dear Smartsheet, You really need to add an administrator-controlled option to manage the license banner display for free users. The banner not being able to be removed by the administrators presupposes that the administrator wants the free users to have licenses. One of the main reasons we love Smartsheet is the ability to…
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Merged: Enhanced Report and Sheet Filters for Dates
This discussion has been merged.
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President
I just renewed my subscription after we chose not to use it for a month and a half. After I renewed the subscription, I am not able to do anything with my sheets and I am view only. I did create the sheets, so I am admin. I was on this account when I renewed my subscription. I do not have 2 accounts. My member status is…
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Merged: Reports - filter with parent rows
This discussion has been merged.