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Discussion List
Price Book Entry Import
Dear colleagues, I am seeking for advice on the following challenge. I am using Smartsheet to update and insert Salesforce Price Book Entries. Inserting a new entry requires Price Book ID and Product ID. If I map these fields, they are imported from SFDC and won't sync to a new entry record. Similarly, if I create new…
[Product Enhancement] Improve Update Request Messages - Bundle E-mail, Add CC
Often I am sending an update request to two people who work in tandem - the current system creates two individual e-mails and records in the system rather than 1 e-mail/record that shows multiple recipients - the same way using any other e-mail system does. The current method causes mis-communications and does not promote…
Registered vs. Licensed User
Hello! I would like to track the 'Created by' field on my web forms. In order to do that it requires that the "Accessible by" option the web form be set to 'A Registered Smartsheet user (requires login)' be selected. Can that user be a registered user but not a licensed user? Thank you!
Multiple calendar dates in single row
I have a production schedule that list the issue in the primary column and then column headings with due dates for several items throughout the production process. I'd like to show all dates in each column individually and not with a start/end date. I lose the detail in the middle. Possible? thanks Donna
Can I automatically update the due date of a recurring task?
I have a set of recurring tasks that have regular due dates. For example, one is due every month on the 8th of the month. I have a column in my smartsheet file that tracks the next due date. I intend to use it to send out reminders for team members who have not submitted their work on time. Is there any way to…
Cannot delete more than 5 Columns at a time
why cant I delete more than 5 Columns at a time? seems rather a silly restriction to have in-place?
Event Registration with Form & Summary
I am using the Event Registration template with Web Form template to register people for a number of volunteer events. I am using a SUMIF formula to count the number of people registered for each event. My problem is this: When I use a range of cells to indicate which cells should be counted, the Web Form puts the next…
New version of the object
Dear Colleagues, I have come across the error message reading that the newer version of the process already exists when I am editing my workflow. Could you please advise how to avoid such error?
O365 Integration for unlicensed users
We have a Business plan with 15 licensed users, then will invite perhaps another 100 collaborators (unlicensed users) as part of the various projects across enterprise. All same organization. We are an O365 shop and have integrated all licensed users with O365. However, there does not appear to be anything but a static…
Report Builder "What?" with multiple criteria
I am trying to create a report to find all tasks that are not checked as done or does not have a status of Complete. See the attached screen shot -- what am I doing wrong? I have 88 items in the list; there are 5 where Done is checked; there are 7 that are marked 'complete. That means when I run the report, I should have…
