Using Smartsheet
Archives for March 2020
Discussion List
-
Creating Complex ReportAccepted AnswerAccepted Answer Randy Van Winkle 24 views 21 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/31/20,Last post 04/01/20I have a sheet with multiple columns that have the same drop down. I want a report that shows any row that contains either of 2 values from that drop down "< 2 week supply" or "No Supply" . I got that figured out, …Using Smartsheet2421Randy Van Winkle
-
Limit to Shares for Admin and Editors w/o SubscriptionAnswered QuestionFirst post 03/31/20,Last post 04/01/20Hi Smartsheet Community, I do not have a paid subscription but was set up as an Admin for a sheet. I had only shared it with 2 people before it sent me a message that I had exceeded the number of email recipients that I could share with. I…Using Smartsheet162Amelia -
Using system created date as start in Gantt viewAnswered QuestionFirst post 03/31/20,Last post 03/31/20Hi I am trying to set the automatically created date for a row as start date in gantt project settings is this possible? I have tried to reference from a new column with a formula but it doesn't work either...Using Smartsheet121Eryk Sokolowski -
How do you make duration dependent on a fixed end date?Answered QuestionFirst post 03/31/20,Last post 03/31/20I've created a new project where I will track the completion of grant applications. Each grant has a fixed end date (this will never change). However, if I use the dependencies tool to adjust the duration or start date accordingly, it of…Using Smartsheet191David Erickson
-
First post 03/31/20,Last post 03/31/20Sending mail for due date and other alert message.. how to add someone mail CC when we alert or send due date mail for end user.?Using Smartsheet165Yashwant Singh
-
First post 03/31/20,Last post 03/31/20Created workflow automation to move a row based on a single condition. After successful testing, edited the workflow to add a second "or when" condition. After saving, the workflow stopped working. The only workaround was to d…Using Smartsheet141Ken Morrill
-
Today FormulaAccepted AnswerAccepted Answer Bianca Thiel 19 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/31/20,Last post 04/01/20Hi On my Smartsheet I have a column called "Completion %" and another for the "Completion Date" I would like the "Completion Date" column to automatically display the date the "Completion %" is cha…Using Smartsheet193Bianca Thiel
-
Secondard X-Axis on Stacked Bar ChartAnswered QuestionAnswered Andrew P Caldwell 14 views 4 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/31/20,Last post 04/02/20Hi, Does anyone now yet has this feature been added to smartsheets? I need to create two variables on the x-axis. The primary x-axis will be quarter (Q1, Q2, Q3, Q4), and the secondary x-axis will be sub-divided in (A, B) for each quarte…Using Smartsheet144Andrew P Caldwell
-
ReportsAnswered QuestionFirst post 03/31/20,Last post 03/31/20Hi i want to produce high level reporting to Executives. I currently have portfolios and dashboards that display the status and detail of numerous projects. I would like to take this detail and use for my report. I note that templates are …Using Smartsheet152Dicko
-
Possible to one file in multiple workspaces?Accepted AnswerAccepted Answer Yogin Bhatti 10 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/30/20,Last post 04/01/20Hello, Is it possible to have a smartsheet and reports in multiple workspaces? I'm creating a separate workspace for a different team that will need access to the master document which resides in another workspace. The first workspace has…Using Smartsheet103Yogin Bhatti
-
Dynamic ViewAnswered QuestionFirst post 03/30/20,Last post 03/31/20In Dynamic View, I set filters by column values and then restricted the view by that filter. However when I go back in, filter has a red explanation point and is unavailable. So the restrict by filter view greys out and now anyone with a D…Using Smartsheet112Sidonia Posteuca
-
First post 03/30/20,Last post 04/01/20In the row report create the possibility to include columns with information that are in the summary of the spreadsheet. For example in the summary of the spreadsheet we have the fields start date and responsible. Allow the creation of a r…Using Smartsheet181Marcelino Wagner
-
Use a form to trigger a new projectAnswered QuestionFirst post 03/30/20,Last post 03/30/20I'm trying to automate the onboarding process for new hires. Here's what I want to accomplish: We hire a new employee, the manager fills out a Smartsheet form and based on that form it starts an Onboarding Project sheet that is a templat…Using Smartsheet101jeflanne
-
Accepted Answer Mark Kolodziej 29 views 4 comments 0 points Most recent by Mark Kolodziej Using SmartsheetFirst post 03/30/20,Last post 04/02/20Hello, I'm trying to find a way to be able to live chat with others while viewing a sheet together. Is there some sort of add-on or plugin? Thank you in advance.Using Smartsheet294Mark Kolodziej
-
FormsAnswered QuestionFirst post 03/30/20,Last post 03/31/20We have it set up on a form that the entry appears on the bottom of the sheet. Wouldn't this mean that the entry appears on the next available line item? Instead, when a form entry is submitted it appears on line 16 when there are only 3 l…Using Smartsheet143Sidonia Posteuca
-
create new smartsheet from workflow automationAnswered QuestionFirst post 03/30/20,Last post 04/01/20Hi Is it possible to create new smartsheet from an existing smartsheet using workflow automation. Also I have a scenario that I can change any particular field of a parent smartsheet and wish to update only that value in the child smartsh…Using Smartsheet155Anirban Roy
-
Testing an automationAccepted AnswerFirst post 03/30/20,Last post 03/30/20Has anyone been able to "test" a automation to test a notification to see if t works properly wityhout making a fake entry? IE, i want to force a automation on a line to see what the notice looks like?Using Smartsheet93Mtmoroni -
Can you populate secondary dropdown choices in a webform?Accepted AnswerAccepted Answer Sean Conroy 14 views 4 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/30/20,Last post 03/30/20I'm building a webform to facilitate stock control and wonder if there is a way to cut down on the values in the drop down menus. Is it possible to use a [PARENT] value in a primary dropdown that populates [CHILDREN] in a second dropdown l…Using Smartsheet144Sean Conroy
-
Accepted Answer David Smelser 12 views 2 comments 0 points Most recent by David Smelser Using SmartsheetFirst post 03/30/20,Last post 04/01/20For example, I want task 67 to auto calculate the date range from the end of task 34 to the end of task 61. How would I write that in the Predecessor field? I have reviewed the documentation and seem to have a brain blockage. Thanks!!Using Smartsheet122David Smelser
-
Interactive formAnswered QuestionFirst post 03/30/20,Last post 03/30/20Currently I am having a form to collect the timesheet information from different 3rd party vendor. After receiving the data, I am creating a Timesheet smartsheet. I have another master smartsheet which is the collection of all the purchase…Using Smartsheet131Anirban Roy
-
How many rows can a report collect?Answered QuestionFirst post 03/30/20,Last post 03/31/20I created a report that pulls data from 4 different sheets. It has multiple items on a single date, so calendar view is the only view I am interested in using. The data on the sheets goes up to May, but in the report, it stops showing at…Using Smartsheet125Megan Yaussi
-
Update Requests LogAccepted AnswerAccepted Answer Steve Bertram 18 views 2 comments 0 points Most recent by Alejandra Using SmartsheetFirst post 03/30/20,Last post 03/30/20Hi, can anyone advise how I get to the output page below (copied from another members question)? I know how to get a list of Update Requests per row but the screen output below doesn't appear to be limited to single row specific entries. T…Using Smartsheet182Steve Bertram
-
Signature with Adobe SignAnswered QuestionFirst post 03/30/20,Last post 03/31/20Hi, We are using Adobe sign. for e-signature and also I want to use it with smartsheet. I'm making a checklist and it needs signature from manager with the date. Is there any way that I can send to get their signatures in smartsheet? Than…Using Smartsheet213Min Heo
-
How do I track incoming emails in a Smartsheet?Answered QuestionFirst post 03/29/20,Last post 03/30/20We are getting slammed with inquiries to our [email protected] gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.Using Smartsheet213Maria McWhirt
-
Way to remove unwanted header from reports?Answered QuestionFirst post 03/29/20,Last post 04/03/20I'm embedding Smartsheet reports on our public website but all the reports include a super ugly and non-useful header. Anyone know how to remove this? I don't see an option to just get a clean and uncluttered report. https://us.v-cdn.net/6…Using Smartsheet294Dan Snodgrass
-
First post 03/28/20,Last post 03/30/20Hello, I have a shipping tracker where each item shipped needs to be on a new row. Since i have people requesting shipping for up to 100 items at once, can i either: Have the form populate their previous entry everytime the they submit…Using Smartsheet151Iz
-
Hide email addresses when sharing pageAccepted AnswerFirst post 03/28/20,Last post 03/31/20Hello, we have a dashboard that we want share among different groups but in our testing, we saw that the email notification notes the various emails that are included. Is there a way to hide these email aliases? Since these are different g…Using Smartsheet263Ryan Nix
-
First post 03/28/20,Last post 03/30/20https://us.v-cdn.net/6031209/uploads/486/QGUU7M9NWCFD.png Forms only allow data entry in a single column. That won't work. If I publish my Donation Calculator sheet, it retains the previous entries. Is there a way to force the sheet to cle…Using Smartsheet171Kevin Minkoff
-
Choosing the right criteria for row reports?Accepted AnswerAccepted Answer Mark Silvester 11 views 4 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/27/20,Last post 03/30/20I am trying to create a report that pulls specific rows from multiple sheets (that are similar in structure) into a high level overview that shows: Opportunity Name SKU Adjusted Count Shipped Remaining Target Arrival Date I've pasted an …Using Smartsheet114Mark Silvester
-
FormsAnswered QuestionFirst post 03/27/20,Last post 03/30/20Hello, Is there a way to create a form where fields are displayed in multiple columns? If not, is there a way to publish a sheet where all data inputs are cleared upon exit? Thanks much!Using Smartsheet193Kevin Minkoff
