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Product and Implementation Training Durations?
Hi Community! I found an article that we have 60 days to complete the exam once purchased, but I am unable to find a list of the durations for each of the training paths. For example, the core product training has 15 modules, some are 2hrs, some are 30mins, but I have to click through each of the 15 to then add together…
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Is it possible to figure out which sheet an automated message came from?
Hi all, I have built some rubrics that automatically inform students whether or not they have met the criteria for a badge award. "Yes" gets one email, "No" gets another. The problem is that I cannot find the workflow I set up (it was a while back), and I have to change the wording of the notification. The sheet itself is…
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HELP! How do I move a form from one Smartsheet to another?
Unfortunately I've created a form against the wrong smartsheet and it took hrs to make, this has then messed up the form its against. Is there an easy way of copying it into another smartsheet and then deleting the form against the wrong sheet?
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Pre-populate user form
Hello, I have created a single service form to streamline the process of following up with the service team to obtain updates and status information. Instead of creating a new form for each project claim, my goal is to have this one form automatically populate the following fields based on the corresponding row/project…
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Can you import contacts names that have accents or different characters?
Our account is global and several of our users have set up their Personal Settings to reflect their regional language. A few have encountered issues with importing their contact list when accents are included in the name. Are accents not supported by the application when importing?
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Reports - removing attachments from published reports
I really like the Reports feature and want to provide clients with a published link so they can see what's going on with their data in real time. We record contract data and track the progress of the contract over time. However, we do not want them to see attachments on the records we use for our own reference. I note that…
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Making a Summary Table
I need some help making a summary table. I am currently testing out moving our form completion tracking out of excel and into smartsheet. In excel, we track the type of document we are doing and the % complete on each category like below: So I set up my sheet to have categories in the same way and I know how many documents…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Grouping Dates by Month in Grid View
I inherited a form that populates a unit calendar. I believe the previous owner had a formula perhaps to group the events by month so that people who preferred grid view could easily skim the information. I have been trying different options but am not hitting the correct solution to sort/group the information by overall…
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Two Way integration with Teams
Hello! I have a team who is looking to use the teams channel notifications to communicate when there is a new "case" (customer complaint) they love the ease of use of chat that the teams channels posts reply. They are looking to create something like what I'm about to describe Notify teams channel of new case The team…
