-
Automated Workflow - Sending tow steps simultaneously
First time workflow automation user here... I created a workflow that has the following steps: Approval request > Request for Update > Approval Request I currently have each step assigned to me and my VP for testing purposes. There are many more steps that follow these in the workflow, but this is where my issues is…
-
Dynamic View
Hello - I reached out to Smartsheet a few times about Dynamic View as I want to see if it fits my needs. I didn't have a good experience with the Sales team. I had a meeting that was entirely missed. I was told an Engineer needs to be at the meeting as well. I don't really understand why Dynamic View is locked away. But,…
-
DASHBOARD SHARING
Can we share our dashboard with anyone who does not have smartsheet account and does not need to sign in to see the report dash board? I am making Dashboard that anyone can access it with the link I gave it to them but the problem is it ask users to create the smartsheet account. How can we change that so that we do not…
-
Archiving - Not Using Control Center
Some of our projects go on for a very long time. Each group has their own list of projects. We add status notes in the Comments. The status notes can get very long and cumbersome; however, they are very beneficial for the project history. My boss has asked to remove the status notes except for the current month and saved…
-
Smartsheet file shorcuts
Hi there, Does anyone know how to pin shortcuts for specific Smartsheet files to Google Chrome? Essentially, I'm after the quickest way (minimum number of clicks) to open specific Smartsheet files. Thanks, Paul
-
File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…
-
Relational Database?
We're pretty excited to start our Smartsheet journey; the functionality looks amazing! I'm struggling to wrap my head around how to make different sheets related to each other. Let me give you an example of what I want to achieve, and perhaps someone can point me in the right direction. Imagine operations has a long list…
-
Sumifs returning #INVALID DATA TYPE when referenced range contains a formula
I am creating a per week rollup that shows a sum of the children rows from another sheet. It looks to me like SUMIFS does not work if the range referenced contains a formula. Is this a bug, limitation, or do i have an error in my formula? =SUMIFS({ManpowerPerTaskApp}, {ManpowerWorkingStart}, WEEKNUMBER($Date@row) =…
-
Automation Approval Path with 2 different scenarios
I have created automation for my IT Request form where the User Name [Any Value] is the Trigger. So, depending which "Requester's Title" is chosen from the 2 dropdown options in my form; Supervisor, Manager, I need to set one Request for Approval path if Manager is selected, and a second Request for Approval path if…
-
Workflow issue
I have created a workflow that seems simple enough. I am using it to approve document changes. The trigger block is the date change (Revision date). The "Other" is if the Supervisor Dept has not been selected, it would Request an Update from specific personnel. However, I made some updates to a sheet. The trigger for…
