Best Of
Re: Is there a way to share a dynamic view with someone who does not have a Smartsheet account?
@Andrée Starå Do you know if this has been done and if its possible? I have the same need?
ChristineMesa
Allow PDFs to remain editable
Please allow users to decide for themselves to lock or leave the PDFs we generate editable. The current default to lock all PDFs is creating significant challenges for our workflows. Specifically, we now have to download those forms that require changes, open and edit in Acrobat, or more likely a cheaper, third-party option, then reupload. For clarity, downloading and uploading is workable. The biggest challenge is providing and training staff use a PDF editor, instead of allowing them to use the reader.
Thanks for considering.
TimmyT
Update request 'From' Email address
Hello,
I have a workflow set up tp automatically send update requests.
I was wondering is it possible to change the origin email that sends the request? Currently it says my name 'via smartsheet', since I own the sheet, however this makes it look like all requests come from me although not all projects on the sheet are mine.
Any insight on this would be great.
Thanks!
E
emily.quirk
Re: Update request 'From' Email address
Smartsheet Dev is working on it. "Phase 1" is in limited release for members of the early adopters program.
It's not perfect, but it's a step up from what is out there now. The options we have, depending on the type of workflow, are "from my organization" (as set in the org-level settings), "from the triggering user", "from the sheet owner", or "from Smartsheet Automation." The catch is that this just changes the displayed "From" name on the email; the "reply to" address remains that of the sheet owner.
Hoping that Phase 2 gives us the granularity to completely customize the displayed from names AND the reply-to addresses. That way, I could do things like "From: METUS Accounts Payable" with their department email address.
Jeff Reisman
Re: Need better solution for multiple nested IF statement
One more comment - I figured out how to write the formula referencing another sheet, in case others are interested:
=INDEX(COLLECT({Oracle Sprint Dates Sprint Number}, {Oracle Sprint Dates Start Sprint}, @cell <= [Task Start Date]@row, {Oracle Sprint Dates End Sprint}, @cell >= [Task Start Date]@row), 1)
K Morano
Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact list, it still displays as his email. FYI - this is problematic to me, and seems to be a recent issue. But not the reason for this post.
We have a notification in each sheet that triggers when a 'new' assignment happens (when there is a change to the contact field). So for the initial row setup (from the API), an email will get sent to bbuilder@email.com.
Now, if I try to fix the name (find replace for example) to display Bob Builder instead of bbuilder@email.com, the notification sees it as a new name, and will send the notification again (new assignment) to Bob, at bbuilder@email.com.
To make it worse…
As I mentioned above, this is new behavior… so we have years of contact names in our sheets. Every time our API sees a change it needs to sync, it updates the row, and overwrites the display name with the email name. So each morning, staff are getting 'new assignment' notifications, only to find out its old, and triggered by a change from their display name to their email. This leaves me with a lot of confused coworkers.
Tim Starkey
Can I display the results of a formula on a form?
I am asking my teammates to fill out a form to start a new quote request. Currently, my sheet includes a formula that returns a product name once the base model number is selected. Some of my teammates are more familiar with the model names and when filling out a form, I'd like them to be able to double check their info while entering the data and confirm they chose the correct model number. i.e. I'd like them to be able to choose Model Number 1, and have the form display Model Name 1 right underneath it. Is this possible?
Thanks
Byron Hu
using Smartsheet sheet/dynamic view to pre-populate Smartsheet form
Is there a way to take data value from the sheet/dynamic view and auto create a form from the data? i'm working on a 3rd party invoicing portal and i would like to auto fill the form base on the row that they have access to from dynamic view.
Thow
