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Dynamic Filtering based on a few columns
I'm creating an onboarding template that a hiring manager would copy each time they hire someone to serve as a checklist of what needs to be done. I'd like the manager to be able to select a few parameters - FTE or Contingent, which location, which team, alternate instructions if Covid 19 applies - and have the sheet…
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Link to form asking to create an account
I have deactivated the option on a form that requires people to login to smartsheet to access the form, then copied the link and made it a QR Code, but when the QR code is scanned on an iphone, it takes you through the process of creating an account. What am I doing wrong, please help.
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vlookup using information in Gantt chart
multiple layers of questions here. 1) vlookup is unable to locate the cell data. the data for the comparison looks the same, no odd spacing or misspelling, however, they are sub tasks in the gantt chart. I've tried both true and false for the last term in the vlookup. 2) permissions - so I'm using info from a internal only…
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Create Mail Merge from Multiple Sheets
Hi Community, I'm trying to create a mail merge that pulls from multiple sheets. One sheet has general information such as Name, Address, Project Info ect.... The other sheet is a checklist. I want to combine the general information as well as whatever is checked off on the checklist and create a mail merge. This way, I…
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Modified Date(auto populated by system) get changed for all record without any modification in sheet
Hi Team, In my smartsheet, Modified date which is an auto populated/system generated column, gets changed automatically for ALL the records even though we are not doing any changes in any of the records. This is causing issue in our workflow. We have defined modified date as the trigger point of our workflow. As a result,…
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How can I condense information entered from a form to only show the columns that were filled out
I have a request form with 50+ columns/questions. Users will only answer questions that apply to their team. I then have another sheet that a back office team will use to approve and track the work needed to complete the request. I'm looking for the best way to only show only the information in the columns that were filled…
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Edit function in Card View
Hi all, I am trying to see if I can hide a bunch of columns from view when I go into 'Edit' in the card view. I use this to update and share information with my team and at the moment there are a bunch of extra criteria showing from where I have created formulas to populate a dashboard. Basically...I don't want to be able…
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How to Create a Cutover Plan
Hi All, I figured out how to create a cutover plan. Here is how to do it. You need 4 columns: start time (text/number) - the first row you manually put in the time in military format. In the second row put in the following formula: =[End Time]1 duration (text/number) - put in the number of mins the task will take end time…
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How to add primary column to report
I am unable to click the 'columns' button at the top right when creating a report and add the primary column. Down below that in the filtered section it will let me add it, but not data shows up. It is a free text field where the guys on the job type in their notes from that day's work. I would like it to report out so…
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Edit field spacing on form
I would like to edit the form. Change spacing between fields, have fields next to one another.
