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Problems importing contacts
I have been unable to import a csv contact file into contacts having followed the instructions on Smartsheet. The system selects the file ok but when I hit 'continue' I receive an error message 'No CSV (.csv) contacts found? I have double checked the csv file and there don't seem to be any problems with it - please helps,…
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Communicating "definitions or conventions" SmartSheet
All, I am new to SS. As I post a roadmap in SS I would like to communicate "definitions" in help text or somehow to the viewers of the SS. For example, I will have color flags to provide project status in terms of scope, schedule, cost, etc. How can I help the viewer understand my definitions for green, yellow, red?…
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Track Delivery by Time
Is tracking delivery a part of your enhancement plan? In construction, we work with many subs that would deliver to the job site every 15 min. Being able to specify and track time would also help procurement. If this is already in the app, please provide direction. Thanks
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Can We reset the web form so how it was at the start of the trial?
When we started the trial, and we sent a update row request you clicked on the link and it opened the row on its own. Since then I trialed a web form, which now opens instead. However we would rather go back to how it was at the beginning. Is this possible?
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Suggested Visual Enhancements
On the Home tab View you currently display the left panel the number of Sheets there are in each of the Categories (Sheets, Folders and Workspaces). In the Centre Panel you display Name, Owner, Shared status and last updated, all very useful. I believe that there is room for two more columns which I suggest would be: ·…
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SmartSheet Setup Consultant
I am unable to locate this information. I see that there are multiple opportunities to train online or at a meeting, but do you know if they have techs that will come to a location and set up projects/training based on needs? Thank you.
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Test against Attachments column within formulas
How would I reference the Attachments column in writing a formula? For instance, if I want one column's text to display "Attached," on the condition that there are attachments to that row? Or if there are better ways to do it that would be great. I have a "Resource Locations" sheet. In each row there will be the name or…
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Count Children if Criteria is Met
I'm trying to get the =COUNT(Children()) formula to work with a criteria. For instance, I have children that require a status of 'In Progress' or 'Completed', when the status is 'Completed', I want the Count to reflect the number still 'In Progress' as opposed to ALL the items listed below. is it possible?
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Collaborators and Reports
I have a workspace for my team of 10. 3 users are paid licensed users. 7 users are non licensed users The non licensed are setup as Editor - cannot share I created a report within the workspace. One of the non licensed users would like to edit it; however, in the report builder, all the options are greyed out. Can only…
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auto-numbering
Can you use the auto-number functionality to number hierarchically? i.e. 1. 1.1 1.2, 1.21 1.22 1.3 2. If so, how do you set it up? Thank you