-
Tracking for a Bill of Materials (BOM)
We are a wholesale distributor and are looking for a way we can track multiple (10-20) construction projects in one workspace. In each project, there is project header information that needs to be statused and tracked, and a bill of materials that we need to upload via CSV to the project. This BOM material includes…
-
"Sharing to People Who Have Multiple Email Addresses"
A former employee has returned to work with us as a contractor. Her old company email is still in various Smartsheet workspaces. When I delete it and attempt to re-share the sheet to her contractor email, I get a popup saying "You're sharing to people who have multiple email addresses. You'll be sharing this workspace to…
-
Clarification on Asset Access When Licensed User Is Downgraded to Viewer (USM Model)
Hi Community, Under the User Subscription Model (USM), I’d like to clarify what happens when a Licensed User who owns sheets or other assets is downgraded to a Viewer. From my understanding: The user will no longer be the owner of the sheet or asset. However, they will still retain access to the item, but only as a Viewer.…
-
Counting overdue on multiple sheets
I cannot for the life of me figure out how to get the overdue which is in a date field in red text, counted on multiple sheets and only if its not complete, or not cancelled - everytime we try, it get 0 which is inaccurate =COUNTIFS({Exp_Status}, <>"Complete", {Exp_Due}, <TODAY())
-
User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
-
Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
-
Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
-
Parent Task to Child Task Automation
Quick Question; Is there a way or work around in automation such that when a child task is past due, the parent task status can move to "At Risk"? Seems like something that should be simple, and maybe it is, but I'm not able to develop a work around. Thanks in advance.
-
How do I make a form field's visibility dependent on 2 fields?
Hi, I've been struggling with this with my favourite AI for over an hour now and I've hit a wall. I want to implement the following: if [CheckboxA] show field 1 if [CheckboxB] show field 2 if [CheckboxA and CheckboxB] show field 3 There is no way to do this within SmartSheet forms. You have to have a helper column in the…
-
How to transfer a sheet from an Owner who no longer exists
We have an account in SmartSheets that owns sheets as an Owner. However, the user does not show up in our users list, so we cannot delete. To further explain: As part of a new business acquisition, sheets were moved by Business A to new Business B using this account. Once all sheets were transferred, the Business A account…
