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Filters & unexpected row creation / drag and drop behavior
I'd like to use a filter to hide all completed tasks from my sheet, but when I do this, I find that adding rows or dragging and dropping rows results in unexpected destinations. Sometimes the added or moved row ends up with the wrong row number, or disappears entirely because it ended up nested beneath a row hidden by the…
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Can an Excel form be used to populate a sheet?
The Smartsheet form logic does not support the levels of logic we currently have in an Excel form. Can the existing Excel form be imported into a sheet if the fields match the sheet columns?
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How can I copy rows in a workflow WITHOUT copying all the columns?
I have set up a workflow which goes like this: New Purchase Request ---> Ordering Database ---> Inventory. The rows are moved from the purchase request to the ordering database, then copies to the inventory smartsheets. There is information required in the purchase request that is not needed in the ordering database, and…
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Document Builder and How Contact List Items are Imported
When I use Document Builder to complete a pdf form, contact list items are displayed as e-mail addresses, not as the contact names. Is there a way for the name to show instead? Or both name and e-mail address? Thank you.
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Ratio of Completed Subtasks Not Updating, in Card View, When "Subtask Checkbox Field" Selected
I've added a "Subtask Checkbox Field" in card view settings. When I define subtasks, and subsequently set to "Done", the ratio of completed subtasks in the card view is not updating. Will appreciate any guidance you can provide - thanks!
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Webform Dynamic Columns
This is a question that I'm almost 100% I know the answer to, but before I give up entirely, I'll ask the question here and get the definitive answer. Is there any way to set up an update webform with dynamic columns? For instance, say I have 4 columns on a smartsheet: Name, Age, Favourite Colour, Pet, Date If I set up an…
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How to get form submissions go to top of list, not top of sheet?
Hi! I'm trying to figure out how to get new form submissions to go to the top of the list, rather than the top row of my entire sheet. Is there a way to make that happen? The only 2 setting options are to have new submissions go to the top or bottom. See attached, where I'd like the new submission that appeared at the top…
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Is recently opened the default?
Every time I open the app it defaults to Recently Opened. The problem there is it opens on a "retired" sheet, I thought if I removed myself from the sheet it would stop opening on the sheet but that is not the case. When I open the page it still opens the page and says I don't have access (see below image). I have pinned…
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Workspace ownership
Is it possible to transfer ownership of a workspace from one person to another? If so, how does one do so? I can change a role from from admin to editor but have not figured out how to change the owner of the workspace. Thanks in advance.
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Customized Dropdown LOV Per form
Hi, Can I customize the LOV of a dropdown menu in a form to be form specific? For example, on a sheet, columnX has 1,2,3,4,5,6. I want to create 2 forms, form 1 shows columnX 1,2,3 only, and form 2 shows 4,5,6, without the need to split columnX to two columns, as a workaround. Thanks! JT