hi There, need some help, please. I have two workflows. when status changes to "submitted for review", a request for the update will trigger daily at a certain time based on 2 conditions and set to the reviewer. te reviewer will get one email with a list of items for review - this works the first time I set it, but when i…
Hello, Does anyone know when would it be possible to use data in dashboards being from figures of grouping or summary in reports?
Hi There -- I have report widgets on a dashboard and they are opening to a seemingly random date: not today's date or date of first task but first week in June. Attached screenshot. I've also had users reporting that the widget will open to the date of the first task and then open refresh of the dashboard, it will change.…
Hello I am trying to do cell linking from when the information is entered in from a form rather than directly onto the sheet itself. When I do this it adds the information onto the sheet however it moves the cells I am trying to link down to the next row and will not transfer over the information. Is there a way I can do…
Hi, I am trying to update a report but whenever the source sheet is updated and saved, those updates do not filter into the report. I have tried waiting to see if it just takes some time to update, refreshing both sheet and report, closing out of and reopening both sheet and report, but nothing seems to work. Additionally,…
Hello! I'm trying to use Smartsheet as a service request system for my team (data analysis and database management). End users only access the form, which I've embedded on a SharePoint site. Part of what I am trying to figure out is emailing with end users (who do not have Smartsheet accounts) and having that save to the…
I am an individual license user of Smartsheet. I set up an automation workflow to send notification emails with attachments when a box is checked and it is not sending attachments although I included that option. I had been a business license user previously with my former workplace so I know this automation set up works…
To import data into a program I am using I need the date to be formated as mm/dd/yyyy. Currently I can only find a setting for mm/dd/yy (I did a 4 digit year format). Can this be done?
I am trying to create a Smartsheet that can record orders for products and the quantity requested for each product via a form. There are over 400 products available, so my original plan of making each product a column name and then the quantity a user would like ordered would be entered in that cell. Example of original…
I would like to send an attachment via Smartsheet/DocuSign API and set up already the template. But I can't figure out how to set up the mobile number in Smartsheet that the recipient can receive the identity verification SMS. Does anybody generated documents already and used the verification SMS?
How would one go about getting access to a sheet/form if the person that created it is no longer employed?
Hi there, I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of…
How can I customise an update request in a workflow, so that the updater has fields that are required to be updated before submitted the update?
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