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Is there a way to create a budget template that automatically populates from a data sheet in Smartsh
Our company uses a single source data page that collects all project related information and also the financials. This page will include all completed and in progress jobs for Departments A-Z with no idents on the page (suggested but was pushed back). It would be ideal to create a report and have the new budget template…
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Webform vs Request Form
I really like the Webform feature. It's made things easier with coordination and data entry. Could I also upvote a feature for Request Form (as an extra step)? It would nice if the submitted Webform goes directly to the sheet administrator first to approve before it goes to a sheet directly. Not because it's been submitted…
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reporting hierarchies
This may have been already answered, but is it possible to setup a report to display all the child rows of a hierarchy when a parent row is selected? I have different information on several sheets with a couple common reporting columns, but I still run into the problem of report criteria either being too narrow or too…
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Skype Integration
Looking to click to call via skype directly from my smartsheet., just like I can from my Outlook. How do you set this up?
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How can I extract the discussions on a row in a sheet ?
Hi, For a given row, I may have 20-30 entries. I would like to extract the entries and put them into another format so that they could be shared with others who do not use Smartsheet. Can you let me know if anyone has figured out how to do this on a "row" basis? Also, is there a limit to the number of discussions that…
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retrieving document
I saved over an important document. any way to retrieve the original ?
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Export Web Form
Hello. I am trying to use SmartSheet as a relacement for an audit form. There about 90 questions on the audit that would be answered with a selection of A, B, or C. Ideally, those would be checkboxes, but the sheet does not allow duplicate names in the columns. I would like to be able to pull a clear report from the data…
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add link or iFrame to a workspace
I am fairly new to smartsheets, but would like to know if there is a way to add a button or hyperlink to a workspace (even if i could put a url link off the custom logo) I would like this link to go to a sharepoint site. Ideally it would be the ability to create an iframe. For example inside a workspace i click on new and…
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Automatic checkbox in parent row when children are all checked?
Hi, This seems like it should be a simple thing to do, but I'm having trouble figuring it out. Is there a way to have the parent row automatically checked when all of the children rows belonging to it are checked? I'm trying to make a formula but nothing is working for me. Thanks, Amy
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How to quickly link tasks in a project?
I know of two ways to do it in SmartSheet - drag and link in the Gantt chart, or manually set the predecessor of a task in the sheet. In MS Project you can select two or more tasks and easily link or unlink them using a menu, button or keyboard shortcut. Is there a similar way to link tasks in SmartSheet? (I'm hoping for a…