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Copy unique email address then sum entries question
I'm relatively new to using Smartsheet, and I have a question regarding a formula I'm trying to create. My colleagues and I are tracking our steps for a work event, and I've set up a sheet and a form for them to submit their work email addresses, dates, and total steps. What I want to achieve is a formula that can…
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dynamic view check box initial value is ignored
I have a dynamic view where I've a check box with the initial value 'checked' but as you can see in the second screenshot below, it is not checked for some reason. Is this a known issue, or am I overlooking something?
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Is there a way to automate attachments in Smartsheet to go to a Teams Folder?
Having difficulties with tedious steps in Smartsheet to send vendor attachments to Teams Vendor folder.
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Unable to add emails from ListServ to Smart Sheet using Outlook add-in
I am new to Smart Sheets and have the Outlook add-in installed. I can add standard emails/attachments to Smart Sheets via Outlook. However, I cannot add emails that arrive in Outlook from our email listserv (Sympa). Has anyone else encountered this?
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Smartsheet Calendar Outlook Integration filter by user?
Using the publish link, a user can integrate the tasks on a sheet with their outlook calendar. However, since it is a publish link it shows ALL tasks in the sheet and NOT just the ones that are assigned to them. Is there any way to only integrate the ones that are assigned to them? Some kind of outlook app or anything…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
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Date format changing when uploading csv data shuttle when DD is lower than 13
The only part that has changed for us is a new Microsoft Office Tenant - Office 365 we have checked all regional date format settings. Here's an example row no 8 in the csv exel the raw data shows the date as 6th January 2023 which is correct. The column format is date. When uploading the data via data shuttle. The sheet…
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data shuttle filter lacks an option to filter rows dynamically on date fields
I need to apply a dynamic filter criterion to a date field, specifically filtering for rows where the transaction date is current day, within a data shuttle workflow. Unfortunately, I can only find static date choices, which is inconsistent from what's possible in Smartsheet reports (where I can use the "is today" filter).…
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Unable to enter user comments in dynamic views with a filter
I've encountered an issue while implementing a feature in a dynamic view with both a filter and user comments enabled. Here's the problem: the view permits users to make updates to the record in the 'data' tab, but it forces them to 'save' it before transitioning to the 'comments' tab. The challenge is that, due to this…