Using Smartsheet

Archives for June 2021

Discussion List

  • Can't seem to clear a filter in a report
    In Using Smartsheet
    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 ev…
    Answered - Pending Review
    17 2
    Answered - Pending Review 17 views 2 comments Most recent by Jeffrey Domanski Using Smartsheet
  • Pop Up Message
    In Using Smartsheet
    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 co…
    37 3
    Accepted Answer 37 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Data entry in Smartsheet->Invoice generation->Send to client->Sign->Attach signed invoice to row
    In Using Smartsheet
    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 ch…
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Add a row of data to charts
    In Using Smartsheet
    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? I…
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • User Management Upload csv trouble
    In Using Smartsheet
    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 un…
    Answered - Pending Review
    4 1
    Answered - Pending Review 4 views 1 comment Most recent by Krissia B Using Smartsheet
  • Using automation to create copy of deleted rows
    In Using Smartsheet
    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: trigge…
    40 3
    40 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Can data received from a form be sent to different sheets?
    In Using Smartsheet
    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 …
    13 1
    Accepted Answer 13 views 1 comment Most recent by Kimberly Loveless Using Smartsheet
  • Is there a webinar or video tutorial on how to set up the Project Management Office template?
    In Using Smartsheet
    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…
    Answered - Pending Review
    5 2
    Answered - Pending Review 5 views 2 comments Most recent by Andrée Starå Using Smartsheet
  • Resource Allocation Filter
    In Using Smartsheet
    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…
    13 2
    Accepted Answer 13 views 2 comments Most recent by Monica Gallegos Using Smartsheet
  • Help Needed
    In Using Smartsheet
    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 …
    2 0
    2 views 0 comments Started by Gretchen Hansen Using Smartsheet