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No comments when selected in Delivery Settings
I have an Alert & Action rule to send an approval request when a box is checked. That works just fine. What's not working is the inclusion of the 'Comments' field/'column' when selected under Delivery Settings in the rule. The dialog box shows "Include: 4 columns, comments" however, comments are never sent in the email.…
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Any fundraisers using Smartsheet?
I'm wondering if there is anyone in the fundraising/donor relations profession using Smartsheet and if so how? Did any fundraising/donor relations individuals attend the conference last year? If so, how was it beneficial? Thanks!
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Recurring Weekly Tasks
Hello, I've seen a couple of entries related to this, yet I think my question is simpler. Is there a click somewhere that would automatically populate a weekly task? For example: "Review Meeting", from 3/31/18 to 7/31/18, must occur weekly. Is there an option for this, similar to my Google Calendar? Or do I need to copy…
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Restricting access to certain rows
I have a smartsheet for travel requests within an organisation of about 2000 people. Each row contains the requester's e-mail and details about date, destination cost and purpose of travel. I then use formulae to display remaining budget, etc. to approvers. Within the organisation there are about 15 people who can approve.…
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Kanban visibility
Earlier I used Kanbanflow as my own personal kanban board for work, but as part of an effort to reduce the number of applications used (web and otherwise) I have started to use Smartsheet instead. It covers most of my needs, but I have a few simple wishes: * Are there any conditional formatting options for the kanban cards…
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How to receive a reminder 7 days before due date for any task?
Hi Help, I want to receive a reminder 7 days before the Due Date of any of my task rows. I created the reminder that you can seen in the screenshot. It says: "Send ME a reminder 7 days before Due Date for this sheet", does it mean that it will receive the reminder any of my tasks or only if when all the task Due Date are…
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using SumIF with Children, a multiplier and 2nd Sumif
I am trying to multiply a number based on two levels of hierarchy. Currently it looks like this: =SUMIF(CHILDREN([Rep Level]1), "1", CHILDREN([Sales Commission]1) * 0.07, SUMIF(CHILDREN([Rep Level]1), "2", CHILDREN([Sales Commission]1) * 0.03)) My error is an incorrect argument set. Any sugestions would be great.
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Approval Process - Ignoring Requests
Hello, I feel like I should know this (or be able to find it elsewhere in the community), but I cannot find the answer I need. (See screenshot) Basically, we have an approval process set up that works perfectly. As soon as HR submits a document, it is forwarded to Executive Approval. Once approved, it then auto-sends the…
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Visibility across sheets when using cross sheet references?
I love the new cross sheet referencing feature - this has been a big hole in Smarthseet's feature set. But I have a question - I see that when a cell is clicked on (on a sheet containing the reference range) that is used in a cross sheet reference, a link to that sheet appears. When that link is clicked on, a preview of…
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Forms - Interactive
I am wondering if there is a way to make web forms interactive. Example: Question 1 has two options. Depending on the options they choose, new questions load below. Alternatively, if they answer "no" to question 1, it allows them to skip all questions 2-9 and go straight to question 10 that is applicable to them. Thank…
