Hi all, I have a client who prepares Smartsheet instances for clients of his own (I'll call them customers) in one very particular use-case. In an nutshell: The Cast: Sheet A, the core sheet Only my client's team can admin. New rows come into this sheet via form submitted by customer. Let's assume we have only three…
We use forms to get information from our colleagues and we would want to send them a form prepopulated by their inputs so they can update the information if there are any changes. This would be very useful if we can automate the process and make the items mandatory
We've created an update request that needs instructions in the body of the email sent. It seems you cannot send that text if the receiver is getting 7 or more lines/updates to make. Is this really a limitation? Does anyone know of a workaround? Otherwise all that is sent is 'Please update my online sheet' which obviously…
I am using quite a few workflows to automate a sheet. There can be situations where a row Update Request has gone to someone and before they respond to it another action causes the row to be locked. We've tested this scenario and it seems that the Update Request can be completed and the row is updated even though it is…
Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
Dynamic View does not seem as user-friendly as in regular view/ sheet mode. Dynamic view - The attachments including photos are not viewable straight away as a small preview as they are in sheet view. It seems you need to download the image every time you need to view it. It also means when you view multiple photos, you…
I need to do something other than just group alphabetically or numerically by ascending or descending. I would like to be able to choose the order in which I see my "grouped" report. I feel like you can do it, you already sort of have it in the filtering set up in reports, you just have to assign a numbered system in which…
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
We have a spreadsheet with data that needs to be updated/validated twice a year. We wanted to use a workflow, but some owners/approvers of the data have 150 rows to their name. We don't want to flood their email with that many emails or have to go through 150 lines that way. We are working with the idea of sending an…