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How do I create an assignments summary sheet?
I'm working with a healthcare department, and our staff are assigned cases to contact trace. They contact the individual or facility, enter in the relevant info to a master sheet, take whatever notes they need, and then mark it as completed. The problem I'm having is creating an assignments summary sheet. Each investigator…
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To Field remains blank despite adding a contact name
Hi there, I have had this issue for some time and only with Firefox browser. When sending an attachment, I can select a recipient in the To field, but the box remains blank so I cannot check who I have selected. Attachment still sends to the recipient and all other fields remain visible. I'm running the latest version of…
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Transfer data from one sheet to another
I know SS has the "move to another sheet" or "copy to another sheet" but sadly it does not look like you can do that and have "cell links" from the blank form that you are going to copy data to , to do other items. Does anyone do any copy / pasting that is advanced and would have some suggestions? Here is what I am doing…
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Attach a document to a Form
Hello, Can you attach a document to a Form? Thanks!
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Project sheet
Hello, I have created a 'simple' project sheet to track loaners. A few questions: when updating "Assigned to" I see the same person's name appears on the calendar side (right). Does that mean that a reminder will be automatically sent to the person on the "Finish" date? the duration was calculated on the first row, but not…
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Best practice for formulas and rolling out templates
Hi folks. It strikes me that Smartsheet HAS to be set up right from the get-go, because if you get your template wrong and roll it out to your users, adjusting a formula, column name or any other duplicated variable is going to be a big pain to fix - you'd have to have all your users transfer their data onto your new…
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Issues with TODAY formula
I'm using this formula (=COUNTIFS({FINAL - Post Check Tracker Range 24}, "Outstanding", {Post Check) to count entries completed today from another sheet. The formula is pulling information from the automated "Created" column in the other sheet and it appears to be counting more than just todays entries. Any assistance with…
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I cannot give editing permissions to my colaborators
I'm having trouble with giving permissions to my colaborators to edit my sheet. I give the permissions with the top-right button in the sheet (no trouble with that), but when my colaborators log-in with their personal accounts to edit the sheet, they find only visualization permissions. I've tried everything, from changing…
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Copy workflow
Hi, I hope ypu can help me. I have had my workspace since 8 month ago and everything has been working ok. But today something is going on that when I approve an order it get s copye not only on the sheet that I want but it duplicates to a difrente sheet. I reviwed all the workflows and I can't find the loop. My is work…
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How to do a sheet report
I am looking to conduct reports that I can send to my manager based on task that are open, pending or in -progress. I also, if I need to apply a formula, I have problems understanding the (what if, or If this then that) structure. Thank you for your help Iris
