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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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Automatically uncheck column based on date TODAY()
How can I get columns unchecked automatically when they meet a date criterion? For example, all tasks checked today will be automatically unchecked tomorrow because the calendar date has changed.
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Dashboards
Hi All - I am trying to create a dashboard to be shared with the team(s). Something with colors would be great! A list of all the projects and their status in a graph (or pie chart). Something with colors would be great! Any ideas?
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Smartsheet for Inventory using QR codes
Hello everyone, I'm a teacher who has to manage a "MakerSpace" - a design studio with lots of electronic equipment. It would be ideal if I could place a QR code sticker on an object, take a snapshot of it with the camera on an ipad, and arrive at the inventory Smartsheet that I've created where this object's original…
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Can I edit the URL for a web form?
I see that the URL is editable when you click in the box where you can copy and send the URL to someone. Is it only editable so you can copy it, or can I edit the URL to be more descriptive and shorter? If so, how does it get saved? Thanks, P
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Scrolling with a mouse wheel
This is a minor thing but trying to figure out how to scroll up and down in my sheets using the wheel on my mouse. This works in every other piece of software I use but in a Smartsheet I have to use the slider bar on the side to move up and down through a sheet.
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RYG Balls changing with Children Rows
Hello, I have an *awesome* formula that changes RYG balls of parent rows as the children rows change. The formula is below: =IF(AND(COUNTIF(CHILDREN(), "Green") > COUNTIF(CHILDREN(), "Yellow"), COUNTIF(CHILDREN(), "Green") > COUNTIF(CHILDREN(), "Red")), "Green", IF(AND(COUNTIF(CHILDREN(), "Red") > COUNTIF(CHILDREN(),…
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Date formatting
Hi all, I'm trying to change the date formatting but I have no idea how to do so: trying to set date like May 2016 or 01/05/16 or any other formt but only comes up as 05/01/2016. Can you help me?
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Sumif with Children
I want to do a sumif based on the value of one column, but only get the children tasks so the summary tasks are not included in the sum. I can get the sumif to work fine; I can get a sum(children()) to work fine. However I can't find the right syntax for the =sumif(col:col, 1, children()) Does anyone have an example of…
