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Linking within a dashboard
Hello! Is there a way to list items that are on a dashboard at the top of the page and then be able to click on that item and have it link to the section that is lower down on the dashboard and have them be taken directly to that section? Thank you!
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Auto updating an image in a Dashboard
Situation: I'm creating a dashboard where I'd like to pull in a chart/image created from another platform. I can save this chart as an image, PowerPoint, or even excel file. Problem: I'd like the Smartsheet dashboard to update this image when the dashboard is open or even at a set cadence (1x per day or week), is this…
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New projects not appearing in Report
This must be a user error on my part but I can't figure it out. I have a folder with ALL active projects. That folder is references in my projects status report. However when I add a NEW project, it doesn't automatically populate the report. I need to go in and manually add the new project (Actually, what I do is recheck…
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"Created By" Field Inconsistent
I have a sheet that is populated by two forms. When a row is added from one of the forms, the Created By field is populated with the user's email address that sent the form, but the other form just populates as "web-form". Both of these forms are accessed from a single dashboard, so users are always signed in when…
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Live Dashboard Help! Data not interpreting correctly
Hi, hoping somebody can help with my below task: I currently have what is considered a 'master tracker' sheet for multiple (100+) projects, with several other columns for target dates/owners/SLA's etc, so it is quite complex. I am trying to find the best and most efficient way to pull selective data from 2021 onwards…
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Adding a checklist to a row
We keep our projects on a row-by-row basis. So, we keep all the information regarding each project in the row. We communicate about each project using the message tab on the row and keep all documents related to each project using the attachments tab in each row. The only thing I would love to have is a 'checklist tab' for…
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Adding a Link to a Form
I would like to be able to add a link to a form so that a responder can evaluate a document and then respond to the materials in the link. Is there currently a way to do that?
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WEEKDAY Formula not working
Hey all - I am trying to use the IF(WEEKDAY formula and it's not working. I'm so confused what I'm doing wrong, as I've used this same formula before with no issue. I'm wondering if it's my syntax, or perhaps my sheet? When using it, the error I get is "INVALID COLUMN FORMULA". Here's the formula: =IF(WEEKDAY([Nomination…
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Document Builder to Fillable PDF - symbol fields
Hi everyone I have my fillable PDF which I created in Adobe Acrobat Pro I have mapped my smartsheet using the document builder and it all works brilliantly (yippee)......... ......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come…
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Tasks list report - from different sheets with different column names
Hello! I have a problem with my task report , when I want to filter it for one specific person. I have 3 columns, from 3 different sheets and they all have their own column name for "Assigned to", such as 1, Assigned to, 2, Responsible person and 3, Responsible. And I do not if it is possible to filter from these 3 dif.…