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Account by month
I have a list of accounts that we are migrating to a new platform over the next two years. Here is a portion of my list. I need to replicate a view to something like this slide. Any idea? I have read everything posted online and watched 2 hours of videos on this today and cannot even come close. I would appreciate any help…
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Changing between English and Spanish
In a 2011 press release, Smartsheet stated that "individual users have the ability to select their language preference in the tool. For instance, a company’s project team in Chicago can use the English version while the team in Santiago opts for the Spanish version. Additionally, all menus, online help, usability tips,…
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Sharing A Sheet Outside of Network
Good Afternoon, I am trying to share a sheet with someone outside of my network (A project manager at another company). I am giving her "Viewer" permissions so she can check in on our projects. When I go to sent the share email, I get a popup that says another person owns her email account and it asks if I want to proceed…
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Weekly Automation Notification when Event is Within Specific Timeframe
Hello! I'm trying to work out an automated notification that is triggered weekly. We have a date field that will house a calculated date based on another field. We want a contact field to be notified when that date is 90 days in the future, but the notification only needs to be sent once per record. I have the automation…
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Unlock multiple rows automation after approval
I'm trying to automate the unlocking of multiple rows, triggered by an approval request being approved. Reason being: want to force users to submit a proposal before moving on to the next project steps. Here's my automation setup: Here is my sheet, where I just did a test approval request. The above alert sent to me as…
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Collating Multiple Attachments
Hello Everyone! One of the things we use Smartsheet to accomplish is generating contracts using the Document Generation tool. However, once the attachment is created, if we try to print off multiple PDF's from the attachment, they do not collate. This doesn't happen with other programs on the computer, or with the same…
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How to create a Survey for specific rows?
I had included a link to survey based on the status update of my rows. However, the survey responses are getting populated to the tracker on next line instead of same row for which the survey is meant.
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Rich Text Widget is not keeping my formatting
Hello, I have created a dashboard using a Rich Text Widget but it is not keeping the formatting I want to use until I use the box. I updated the format to size 12 with a Verdana font and as soon as I save, it reverts it back to Arial 10. NOTE: It will keep the size/font once I type in the box but I have an empty box that I…
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Case sensitive COUNTIF
I'm trying to mark duplicates in a particular column per the discussion here: https://community.smartsheet.com/discussion/comment/319478#Comment_319478 My issue is, the column I'm checking has a mix of uppercase and lowercase letters that define unique IDs, and COUNTIF unfortunately, is case insensitive, so it is marking…
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Including Parents in Report
I'm creating a report and filtering by the value in a particular column. However, I would like to see the parent rows as well. In the original sheet, I can create a filter and check the box that says "include parent rows". However, in the report, I don't have that option when selecting a filter. How can including the…
