Using Smartsheet
Archives for February 2020
Discussion List
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How Do I Get Symbols to Show?Answered QuestionFirst post 02/29/20,Last post 03/02/20I have formulas in place to display based on differences between two rows. I am migrating from SmartSheet Commercial to SmartsheetGov and I attempted to copy the formula displaying a green UP arrow using this formula =IF([Formula/Value1]27…Using Smartsheet211Kristin Sullivan
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First post 02/29/20,Last post 03/03/20Hello, I created a Smartsheet that tracks a form completion. The problem is that some users (different users on different computers and on different days) are getting kicked out of the Form before they finish. Is there a reason for this? W…Using Smartsheet265Eva M -
Answered torcengineering66646 23 views 2 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/29/20,Last post 02/29/20Hello, I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use different Quotation numbers…Using Smartsheet232torcengineering66646 -
Start & Finish date cannot be edited with mobile deviceAnswered QuestionFirst post 02/29/20,Last post 03/02/20We are using sheets with Duration, start date, finish date and Predecessors. if we use PC to change start date, warning show up "Mannually change start date will remove predecessor", and I can still click ok to do so. However, I …Using Smartsheet181Admin OL
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Last edit?Accepted AnswerFirst post 02/28/20,Last post 03/01/20Is there a way for me to check and see who last edited a sheet? Or the last several changes?Using Smartsheet211cpezz
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How can I keep my number from rounding up in a cell?Accepted AnswerFirst post 02/28/20,Last post 03/01/20Hi, I think this is probably and easy answer but I can't seem to figure it out. I want to type in 2.25 in a cell, for example, and it's rounding up to 2.3 - which I don't want. How can I get my numbers to remain exact? Thanks!Using Smartsheet242Ann Foley
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Milestones not showing in Ghantt viewAnswered QuestionFirst post 02/28/20,Last post 02/28/20I am seeing an issue where I have set a duration as 0 days on a task but still not seeing it display as a Milestone on the Ghantt view. I have selected the Dependencies enabled but nothing. Other users on my team are seeing the same issue …Using Smartsheet141Rob Kennison -
Automated workflow logAnswered QuestionFirst post 02/28/20,Last post 03/02/20Hello, Is there a way to see a when an automated workflow is triggered in smartsheet? Specifically around the time sent and who the recipients were. When I check the activity log, I can only see when a automated workflow has changed. The…Using Smartsheet353Mikecol
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First post 02/28/20,Last post 03/01/20We need a way for folks to be able to continuously updated via the request for update link once they've submitted an update. Alternatively, is there a way for folks to save and go back to the request for update?Using Smartsheet182Samantha Quinn -
Card viewAccepted AnswerFirst post 02/28/20,Last post 03/01/20Hi everyone, I am new to Smartsheet so I could really use your help. I have created a request/intake form for our team. As requests come in, multiple people are assigned to each. I want to be able to view each assigned person's queue in th…Using Smartsheet326AHT
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RESOURCE MANAGEMENT - ADVANCED FEATURESAnswered QuestionFirst post 02/28/20,Last post 03/03/20Hi, Question 1) does SmartSheet allow to allocate different % allocation to resources working on the same task without multiply rows? Example: Tony and Andy working on the same task (same row): Tony works 25% of his time, Andy works 100% o…Using Smartsheet271ALESSANDRO GIUSTO
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Editing the Auto-Message Form (Approval Workflow)Accepted AnswerAccepted Answer Stephanie Bauder 22 views 1 comment 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/28/20,Last post 02/28/20Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see. …Using Smartsheet221Stephanie Bauder
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Recurring workflow update requests based on date fieldsAccepted AnswerFirst post 02/28/20,Last post 02/28/20Hi, This seems so straightforward I'm convinced I'm doing something wrong. I'm setting up an update request in a sheet that needs to be sent weekly until a checkbox is checked in a column. I can do this with no problems if I manually set t…Using Smartsheet245Colin_G
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Cell values export from one project to anotherAccepted AnswerFirst post 02/28/20,Last post 03/02/20Hello, We are currently managing a construction project with smartsheet and have created a Gantt Diagram and a few Dashboard to monitor several KPIs. The dashboards are updated automatically with every changes in the master project and pro…Using Smartsheet377Cyril_H
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First post 02/27/20,Last post 02/27/20I have a report pulling data from two source sheets. However some of the columns from one of the source sheets are not showing in order to be selected.Using Smartsheet212TeeM
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How to add multiple values when creating a chart/graph?Answered QuestionFirst post 02/27/20,Last post 02/28/20https://us.v-cdn.net/6031209/uploads/779/5JSD89BG70D8.jpg How I can pull data from a cell with multiple values to create charts/graphs? Currently, the graph only shows/captures single value from the cell and not the other one. Is there a w…Using Smartsheet241Saadia Ashraf
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Notification customizationAccepted AnswerFirst post 02/27/20,Last post 02/27/20I have a notification sent to the business owners when their projects are Live. I would like to customize the content of that notification to be minimal. I would like to remove all information contained in the red frame below. Can it be…Using Smartsheet133xav
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Shared Filters - Business license allows for it?Accepted AnswerAccepted Answer Megan Haugland 16 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/27/20,Last post 02/27/20I have a software decision meeting tomorrow and I can't find this answer anywhere. I tried to I need to be able to use Shared Filters, not just Filters. On the free Smartsheet version, I can create Filters, but they are not Shareable. If …Using Smartsheet163Megan Haugland
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Forecasting Data for Event RevenueAnswered QuestionFirst post 02/27/20,Last post 02/28/20Hello, I'm looking for a way to project future event revenue projections in a dashboard. If I had revenue from Q4 and Q1, is there a formula to forecast Q2 data similar to excel? What formulas have you used before? Thanks!Using Smartsheet161shecodesit
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First post 02/27/20,Last post 02/27/20This discussion has been moved.Using Smartsheet10Alejandra -
Only send child rows in update requestAnswered QuestionFirst post 02/27/20,Last post 02/28/20I have a sheet where information is segregated into generations, and I would like to send just a specific row with an alert. The reason for this is attachments can be opened directly from the email if only a single row is sent, but if mult…Using Smartsheet211[email protected]
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In automated workflows, how can I trigger an email to respond to the submitter's email address?Accepted AnswerAccepted Answer Patti Farr 25 views 7 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/27/20,Last post 02/27/20We use smartsheet forms for surveys and we collect the submitter's email address. I would like to automate a 'thank you' email to the email address of the person completing the survey. They are random email addresses so they would not e…Using Smartsheet257Patti Farr
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Can I permit users to filter data on a dashboardAnswered QuestionFirst post 02/27/20,Last post 02/27/20I am displaying a report of project tasks on a dashboard and want to let users filter the tasks on their own name so they can easily see what is assigned to them. Is this something that can be done?Using Smartsheet131Mike Simanowith
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Free UsersAccepted AnswerAccepted Answer Dave Wedge 30 views 8 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/27/20,Last post 02/27/20Hello, We have a new business account (I am administrator) and are setting up plans to run a number of joint projects with other institutions. What is the best way to set up free users so that they can be sent automated reminder emails for…Using Smartsheet308Dave Wedge
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sort in reportAccepted AnswerAccepted Answer Netanel yosef 34 views 12 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 02/27/20,Last post 03/11/20i have a repotr based on sheet with ~1500 rows (parents and children). as i know there is no way to show the parent and children in repost so that i mark in color the parent and sort the report to show the parent and children. but, now i w…Using Smartsheet3412Netanel yosef
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Approval Request - Email without fields content?Answered QuestionAnswered Gottfried Reichl Mueller 25 views 5 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/26/20,Last post 02/27/20Hello, I'm using the Approval Request but I'm struggling with the situation, that the email already contains and shows the whole information / fields which are presented in the form anyways. People get confused and often don't see the link…Using Smartsheet255Gottfried Reichl Mueller
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First post 02/26/20,Last post 02/26/20How many Update Requests can be sent via automation in one sheet at a time?Using Smartsheet141jeffnelson
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Size of Power Bi Reports / Workspaces in a Web Content widgetAnswered QuestionFirst post 02/26/20,Last post 03/02/20Is anyone else importing a Power Bi workspace into their Dashboard? I am embedding (not publishing, we need the content to remain secure) a URL created by my Power Bi portal and putting that in the web content widget. The functionality is …Using Smartsheet322jwilson970216
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Workflow AutomationAnswered QuestionFirst post 02/26/20,Last post 02/26/20Hello, I was wondering if I'd be able to setup workflow automation for a single cell. I am creating a consolidated department calendar and currently have a "Done" checkbox column setup. However, I am not able to specify that onl…Using Smartsheet202Magd Doss
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Update Status in task list after form submissionAnswered QuestionAnswered Andrea (F&Ops) Sarzosa 22 views 1 comment 0 points Most recent by Andrée Starå Using SmartsheetFirst post 02/26/20,Last post 02/26/20Hi Guys, How can I update the status of a task in a task list after submit a form? I just see move row and copy row, but I there is not an option to update a specific record for in a sheet. Is this possible? If yes, how could I do it? Than…Using Smartsheet221Andrea (F&Ops) Sarzosa
