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Connecting AgilePoint form data to a Smartsheet
Hello all, I'm looking for some information on how to go about connecting a form and workflow to a Smartsheet. I would like the AgilePoint form to update a SmartSheet when anyone makes a submission. AgilePoint workflows support REST Service method. I've looked at the service and done some setup, as well as setup my token…
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Modify an existing report sent via Email with Attachment
One of the databases we built using Smartsheet allows us to facilitate communicating with various people from different functions. That means we have to create different reports that filter some of the data. We use the "Email Send as Attachment" feature to set up recurring emails that are sent to specific people at…
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Project Template Move Start Dates
I have a project template that has a requirement to have a start date set of which I choose and I dont see a way of 'moving' the whole project to a new date, is this possible?
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copying of row
When copying one row from one sheet to another sheet, the attachment is not copying.
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Repeating Columns in Reports
I have a combined report that is pulling information from 10 different smartsheets. The columnar information is the same from each of the smartsheets. For some reason, 1 column repeats on the report for each sheet. Lets say I have 10 seets from 10 different people. Each sheet will report that one Column (lets call it the…
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Transferring Cell Data into another Cell's Dropdown List
Hello, My campany is sponsoring a walk for Alzheimer's and I'm trying to create two listed with two Webforms for our site. One will allow companies to register their organizations and Team Names and another for individuals to register themselves. Problem is I'd like the field that takes the Team names on the Team…
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Suggestions? How to manage/track the Smartsheet workspaces and sheets?
Our SS environment is growing rapidly. Any suggestions or tips when it comes to managing all the sheets. I'm thinking about building a sheet registration Smartsheet that captures who reuested the sheet, when, purpose, department, owner.....etc.... Has anyone done anything like this in the past? Thanks Jim
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How to track old inquires? New disscussion/attachment dont change modified date
I have a sheet where each new inquiry is recorded in new row. I created new report (based on modified column) showing inquires not modified for more than 30days, (because after 30 days we want to identify and contact inactive clients). Problem is, if I enter new discussion / attachment (usually saved through outlook app,…
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SUM formula does not provide a total of IF statement outputs
Hi I have a timesheet tracker setup with a web form (mobile) to allow me to quickly keep track of my daily activities etc. There is a basic formula setup to auto populate my mileage based on a site code that I enter. =IF(LOC8 = "Home", "00", IF(LOC8 = "KH", "90", IF(LOC8 = "NP", "110", IF(LOC8 = "BP", "110", "xx")))) I'm…
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Smartsheet for email management via Zapier
I would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapier to forward emails to create a line in the sheet. Trying to figure out the most…
