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DocuSign Tracking Column not updating
The tracking column on a mapping is on and is working correctly when I send/generate a document(Admin). However when another staff (Editor permission/does have a Smartsheet License) sends the tracking column is not updating---it is blank. The column properties: drop down single select (Status of DocuSign is listed) the…
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I was hoping i could create a way to update a sheet with fixed records using forms
If I have a smartsheet with fixed number of rows with some content already fixed in some columns. I need to add more content - two fields Score and Narration to each row. But i want to have a Form 1 update column say 10 & 11 but only if 9 is present/matches user Form 2 to update 13 & 14 but only if 12 is present Form 3 to…
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How do I go back to the old view of Smartsheets?
The new view is very frustrating. How do I switch back to the old view? This new view is slowing my work down and does not display correctly on smaller laptops.
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How to make a secondary x-axis on column graph
Hi, I need to capture 2 catagories on the x-axis of the chart, one for cohort and one for month. Each cohort will have Jan - July months, there there will be 2 groups on the x-axis. For example, here is my sheet: and so far my graph looks like this: The months are correct but I need them grouped with a second axis for…
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Auto Add a Date
Hi, I have a Smartsheet with a Check Box for all clients that started services as well a a date column for which date they started. I would like to create a formula where a a date Auto populates, but the date should be 30 days later then the original date of when services where started if the checkbox is checked. As of…
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How to collect a form user's name anonymously?
Hi all. I want to send a survey form using Smartsheet to a group of users. I want to be able to collect the user's name on the backend (if possible) without the user knowing I'm collecting their name. It's basically so the user will be truthful in their survey responses AND only I would know who said what. Is there a way…
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How Can I use a form to update empty cells on an existing row?
I have a sheet that will have data that changes, in this case locker assignments. I want to create a form for people to assign themselves to an empty locker, by providing them with a dropdown list of available lockers, and include if they're top or bottom lockers through logic. I don't want the people to have access…
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How to count elements on a structure
I have a “Request” sheet that references a bill of material (BOM) structure, similar to the table below I am trying to determine that if in my “Request” sheet I get a request for Part C, then I should be able to count from my BOM sheet that I only need 3 units of Part E, but if I have an order for Part B, then I would need…
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Task Scheduling
I am testing Smarsheet. I am satisfied with the task dependency support but noticed one thing I am not liking and that is - if I, for example, enter 4 tasks and add the dependencies causing the dates to adjust accordingly -- then remove a dependency on a task that got pushed out, it will not auto schedule itself back to…
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Formatting Smartsheet
My company uses Smartsheet, which I like using. However, I would like to format the sheet similar to how I was able to set it up in a competitor's software product. Is this possible? My Finance Department wants me to set up my Smartsheet to show the progress of multiple candidates as they complete tasks and track the…