Can't seem to clear a filter in a report
Am I missing something? I created a filter in a report (to filter only to a specific type of clinic on my list of healthcare clients). I was NOT able to clear it when done. I had to remedy by making a NEW filter that simply said show me everything if the field is NOT blank. Is this a known issue or is there a button I am…
Pop Up Message
Hello, I don't think this is currently possible, but I'd like to confirm. Is there an option to configure a popup window to display when a box is checked? I'd like to add a checkbox that removes a row but would like to require the user confirm that is their intent. Thanks, Khari
Data entry in Smartsheet->Invoice generation->Send to client->Sign->Attach signed invoice to row
Currently we use the Google Doc integration to produce an invoice pulling the data from a selected row in Smartsheet. This gives us a pdf, which we then manually deliver to the client, get signed, then scan and upload. We would like to change to an e-signature. Adobe can do it, but we would need to export our file to…
Add a row of data to charts
I update a dashboard with a number of charts on a weekly basis. Every week I have to reselect all of my data, reselect the columns I want in my chart and respecify the chart type to only add a new line of data. Am I missing something? Is there a simpler way to just include an additional line of data in my charts?
User Management Upload csv trouble
HI there. I have been trying all day to upload my contacts to the user management page, but it simply does not work. I have tried all the suggestions on this community, to no avail, I have to send something out urgently and cannot do so until I have all the contacts loaded properly.. but am simply stuck. anyone that can…
Using automation to create copy of deleted rows
A suggestion for the SmartSheet development team: there's lots of posts in the community forum about retrieving deleted records and making back-up tables. Perhaps something that would fill a gap would be a new option on automation: trigger = "When rows are deleted" !! Seems so easy and simple then to set-up a workflow:…
Can data received from a form be sent to different sheets?
Hi everyone, I find Forms is a great feature to gather consistent data and then take actions. I wonder if there is a possibility that we can send data received from a form to different sheet? Now I think it is only possible for one source sheet. Many thanks, Dat
Is there a webinar or video tutorial on how to set up the Project Management Office template?
I seem to get stuck whenever I try to add an additional project and the formulas between sheets don't seem to transfer properly. I've reviewed the written instructions several times but I can't figure out what I'm doing wrong. I would love to see an example of how to set up multiple sheets that roll up to the dashboard.…
Resource Allocation Filter
I''ve created a new view for my resource allocation. I have a few projects that have resource view enabled. However I only want to look at 2 of my project to see the allocation. When I select the two project in the filter, I notice that my list or resources is by far smaller than if I looked at all project. However upon…
Hello, All. I need to create a formula where I am summing particular values in the same column wherever that value appears. For example, if 1 appears 5 times in the column, I wish the formula to return 5. However, I also wish this formula to sum up 2 other values in the column if they appear (column value equals that…