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Using the PMO Template
Can anyone walk me through the PMO Template setup to enable it to share input data across its sheets. I can input data via a form into the intake sheet and that ends up in the portfolio Dashboard. But nothing gets entered into the Project Metadata and it is the same if I manually input it into the metadata sheet. HELP!
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Cut and Paste Rows doesn't insert new rows above my existing rows
As I'm planning my project I'm moving rows around quite a bit. It seems like a simple thing and there should be a way to cut a group of rows (sometimes parent/children rows) and paste them above other existing rows. However, when I do that, it overwrites the rows below it. I have to count the number of rows and insert if I…
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Why would email alerts not work?
I am having an issue with Email Alerts. The Alert shows that it is Active and runs at the designated time; it just isn't sending the email. In the example below I have updated the time to run to 11:00 AM but it was previously 10:00 AM and it ran based on the trigger, no email though. Important to note is the fact that…
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Planned Dates appear on days defined as non-working days in Smartsheet
We have defined holidays and non-working days in the Project Settings, but noticed that Smartsheet still shows several "Planned" Dates falling on these non-working days based on planned durations, instead of pushing these out to the next working day (This also happens for Saturdays and Sundays while we have defined M-F…
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Smartsheet trigger subject
When receiving trigger alert emails, how can I change the subject line to a customized one?
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Filtering a report to an automation
Hello, Is it possible to filter a report to an open ended formula? For example, I'd like a report to only show items for the whole month of March, and automatically change over to show data for April on April 1st. It seems like it should be able to, I just can't figure it out! The logic in my head is: Start Date is…
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Can a field on a form be conditionally required?
So, I know you can use form logic to conditionally display a field and that if the dependant field is marked as required, it is only required when it is displayed. But is there a way to make a field display as required only under certain conditions? Example: I would like a certain text field to always be available on a…
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Calendar app (Premium feature) display broken and unusable
Hi, We are using the Calendar App in our workflow, and it turns out the visual display is broken, spilling contents from one row to more empty rows below. This is obviously a big problem when we want to see the status of the resource availability. This is really a deal killer. Will you kindly advise? Thank you, Ok Hee…
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Collapse columns in a report
Good morning. I am fairly new to Smartsheet and working to set up a dashboard. I have structured the data in a single sheet: Customer, Date, Risk 1, Risk 2, Risk 3, Issue 1, Issue 2, Issue 3 Go live 1, Go live 2 go live 3, etc for easy of data entry. What I would like to do in a report is to have the customer on the Y axis…
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Is it possible to forward attachments via automated workflow?
I would like to be able to forward attachments through an automated workflow to a specific e-mail after the row is approved. I need the actual attachments to be sent, not links. Any help would be much appreciated!
