Using Smartsheet
Archives for March 2020
Discussion List
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Creating Complex ReportAccepted AnswerAccepted Answer Randy Van Winkle 30 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 Smartsheet3021Randy Van Winkle
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Answered - Pending Review Amelia 25 views 2 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet252Amelia -
Answered - Pending Review Eryk Sokolowski 14 views 1 comment 0 points Most recent by Paul Newcome Using SmartsheetFirst 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 Smartsheet141Eryk Sokolowski -
Answered - Pending Review David Erickson 25 views 1 comment 0 points Most recent by Marta Lewis Using SmartsheetFirst 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 Smartsheet251David Erickson
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Answered - Pending Review Yashwant Singh 26 views 5 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet265Yashwant Singh
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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 Smartsheet261Ken Morrill
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Today FormulaAccepted AnswerAccepted Answer Bianca Thiel 30 views 5 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/31/20,Last post 06/15/20Hi 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 Smartsheet305Bianca Thiel
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Answered - Pending Review 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
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Answered - Pending Review Dicko 26 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/31/20,Last post 05/16/20Hi 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 Smartsheet263Dicko
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Possible to one file in multiple workspaces?Accepted AnswerAccepted Answer Yogin Bhatti 14 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 Smartsheet143Yogin Bhatti
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Dynamic ViewQuestionAnswered - Pending Review Sidonia Posteuca 36 views 2 comments 0 points Most recent by Sean Morgan Using SmartsheetFirst 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 Smartsheet362Sidonia Posteuca
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Row report with spreadsheet summary columns - Relatório de linha com colunas do resumo da planilhaQuestionAnswered - Pending Review Marcelino Wagner 29 views 1 comment 1 point Most recent by Debbie Sawyer Using SmartsheetFirst 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 Smartsheet291Marcelino Wagner
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Answered - Pending Review jeflanne 15 views 1 comment 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet151jeflanne
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Accepted Answer Mark Kolodziej 32 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 Smartsheet324Mark Kolodziej
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FormsQuestionAnswered - Pending Review Sidonia Posteuca 22 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet223Sidonia Posteuca
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Answered - Pending Review Anirban Roy 24 views 6 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/30/20,Last post 04/07/20Hi 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 Smartsheet246Anirban Roy
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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 Smartsheet223Mtmoroni -
Can you populate secondary dropdown choices in a webform?Accepted AnswerAccepted Answer Sean Conroy 11 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 Smartsheet114Sean Conroy
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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
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Interactive formQuestionAnswered - Pending Review Anirban Roy 22 views 6 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/30/20,Last post 04/29/20Currently 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 Smartsheet226Anirban Roy
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Answered - Pending Review Megan Yaussi 31 views 5 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet315Megan Yaussi
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Update Requests LogAccepted AnswerAccepted Answer Steve Bertram 25 views 3 comments 0 points Most recent by Steve Bertram Using SmartsheetFirst post 03/30/20,Last post 05/18/20Hi, 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 Smartsheet253Steve Bertram
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Signature with Adobe SignQuestionAnswered - Pending Review Min Heo 157 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet1573Min Heo
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Answered - Pending Review Maria McWhirt 26 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet263Maria McWhirt
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Answered - Pending Review Dan Snodgrass 48 views 4 comments 0 points Most recent by Dan Snodgrass Using SmartsheetFirst 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. (Image)Using Smartsheet484Dan Snodgrass
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Answered - Pending Review Iz 45 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/28/20,Last post 06/23/20Hello, 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 Smartsheet453Iz
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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 Smartsheet353Ryan Nix
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Answered - Pending Review Kevin Minkoff 13 views 1 comment 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/28/20,Last post 03/30/20(Image) 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 clear the entries on exit so the next client has a &q…Using Smartsheet131Kevin Minkoff
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Choosing the right criteria for row reports?Accepted AnswerAccepted Answer Mark Silvester 17 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 Smartsheet174Mark Silvester
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FormsQuestionAnswered - Pending Review Kevin Minkoff 32 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst 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 Smartsheet323Kevin Minkoff
