-
New Baseline Feature?
Engage 2020 announced this 4. New developments 2021 4.1 Baselines in Project plans – many teams want to measure actual performance vs planned performance. The way to do this in Smartsheet is to use 2 sets of dates – actual Start and Finish dates and Planned Start & Finish. The functionality is being released where you can…
-
Card View - View by Status dropdown
How can I add or change the options in the dropdown feature of "View by Status"? It automatically select some columns from the grid view but not all. I need to add a specific column to the dropdown.
-
Mass Change/replace approvers in workspaces
Hello, We are using Smartsheet for budget forms and approvals. I have at least 30 workspaces and serveral budget forms and approval set up within each workspace. Is there a way to mass change or replace an approver in all workspaces? Thank you, Christine Burns Osceola County Sheriff's Office
-
Looking to create a data reference across tabs to determine row value
We have many columns that need to be reviewed by this formula - within these columns, multiple answers will return the same value. For example: Column A could show Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep. All those are considered Cleanup. However, if we change that drop column to Oct or Nov, that column is now…
-
Grading multiple deals with multiple people
We want to use smartsheets to rank 35 companies 1-5 on five different fields. To further complicate this it will be done by 7 different people. We will then sum the information together on a separate shet. Any idea how to accomplish this?
-
Child Rows not populating in report
Hi, I’m trying to build a report with hierarchy, but the child rose keep disappearing once I complete the report build. I understand that reports will not display hierarchy indentations, but the child rows aren’t even showing up in my report. Any help would be greatly appreciated -Luke
-
Business versus Team Plan
My workgroup has upgraded to Business Plan from Team Plan. Is there documentation of improved or additional Smartsheet features that are available with the Business Plan upgrade? Are there any training videos on improved or additional functionality? Thank you!
-
Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
-
Index and Match formula returns wrong values
Have two sheets. One holds the master data with an auto generated ID. The second sheet uses the index and match formula to fill out some row field data that is associated with a particular ID. All data that the formula fetches is contained on sheet one and each row has a unique auto generated number. Some ID's return…
-
Where did Publish to iCal go?
Reports in calendar view used to have a Publish to iCal tool easily available. After their last update, it has been replaced with filters and grouping tools. Where do I find the ability to publish calendars now? I can't seem to hunt it down. Publish seems to only have link options not necessarily calendar options. Please…
