Smartsheet Basics

Archives for October 2020

Enhancement Request
Hi Would really like the capability to give access permissions at the folder level, not just the Workspace Level. The current capability means we have to add a person individually to each sheet in a folder. Would be much more user friendly to be able to provide access permissions for all sheets in the folder at the folder…
New Date Stamp Feature/Function
One of the new features announced at the recent Engage 2020 was a date stamp that would capture when a certain field changed--without having to employ the crazy workaround that is required to achieve this now. I could be mistaken, but I thought they said it was supposed to come out in October. With only two days left in…
Equipment Inventory Management
We currently do field work that requires different crews to use equipment from a common inventory. We have three pieces of equipment in inventory. I would like to be able to allow a crew to block off specific dates for that equipment, and show the remaining team members what dates are available to use. Essentially a check…
A sheet with links to all my SmartSheet Objects
I am looking for a way to inventory all the SmartSheet objects I am associated with Columns may be Object Type- Sheet, Report, Dashboard, Dynamic View, etc Object Name Workspace My role- Owner, Admin, Editor. etc Link to object
Form question - Possible App
Hello, I have built a form that we will be using for self checkin at our Health System for COVID19 where the employee will log their employee number, temperature, and answer the COVID19 questions before they begin their day. I would like to be able to have a App Shortcut to put on their mobile devices I know I can walk…
How to modify an Alert notification
Hi there I have created an alert in my job sheet that sends an email to Managers when a job is finished. As the row is very long, the message squashes into one long thread in email. Is there a way we can alert specific columns within the row so that the notification is more readable? Much appreciated Geraldine
Merging notes from multiple lines
Hi All, New to Smartsheets. I have found that several projects are appearing more than one time (accidental dupes). I'd like to merge all the notes together for each of the lines to get rid of the dupes. Is there an easy way to do this? Thanks.
Are we able to change the 'from' email address?
Example: When a user fills out a form, this is in the e-mail 'from' field. I would like to change this to a generic address. I tried changing my primary e-mail address to the generic and this didn't seem to work. Is this possible? Any help is appreciated!
Sales
I really like SmartSheets! The more I use it, the better I like it. It was a HUGE hassle to get signed up and I almost gave up on it. I actually did for a time, but then decided to bite the bullet and sign up for the Business Plan. Now I am looking at some premium add on apps. There are a few I wanted to get pricing on.…
Exporting Contacts from Sheet
I am trying to export a sheet to Excel that has columns for company name, phone number, and a name column which is a contact list column. Is there a way to export this sheet to show the actual email address rather than just the contact's name?

Trending in Smartsheet Basics

Automation no longer working
I have a project intake sheet with an automated email to me whenever a new project is submitted. It was working and now it's not, and I'm not sure why. Here's a snapshot of the automation: I am receiving the notification in Smartsheet and I've made sure that my automation settings are set to "unrestricted". I've also…
See a form and not spreadsheet
Hi! When I send a request for approval, the customer receives it, and they open the request. How do I tell SS to open a form instead of the SS. Is this automatic?
CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…

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