-
Setting Default Values in Form
Is there a way to set up default values in a form? My boss receives the automation email will all of the info in it, and he adds the info needed. There are specific columns that 90% are the time are set to "No". Is there a way to auto-default those two columns to No but still be able to change them as needed? Thanks…
-
Smartsheet Limitation
Hi everyone, I understand Smartsheet have the following Limitations (plus many others). Can someone please clarify if the 10MB includes attachments ? The file cannot exceed 10 MB Up to 5,000 rows, 200 columns, or 200,000 cells can be imported at a time Thank you.
-
Approvals for multiple lines
I've seen this question asked a few times and I understand it isn't possible to set up a workflow to approve multiple lines as once, but a comment that has appeared as a workaround is to use a report to mark the lines as approved, declined, etc. I am relatively new to Smartsheet and don't understand how to make this work.…
-
Transferring ownership and automated workflows
Hi team - I transferred ownership of a sheet that has a bunch of workflows in it. Everything works as expected however, when the workflows kick off they still show the following: Question - how do I get the new owner to show up as the FROM? Do I have to disable all of these workflows then have the new owner duplicate it so…
-
How to calculate days past due based on "text" in another column
I need help creating the formula to calculate the number of days an item is past due based on my Status column. The Status column contains the drop-down selection of “Complete”, “Not Started”, and “In Progress”. I want the calculation to return a number whenever “Complete” is NOT selected. I’ve seen variations on this type…
-
Attachments and automation workflows
We currently have PDF attachments to rows in smartsheets that automatically email the row information and attachment to my boss. Currently, the attachment is located at the bottom of the email. Is there a way to move the attachment to the top of the email? In my automated workflow, the attachment is one of the first to be…
-
How do you gather requirements for dashboards?
Hello! I'm in the process of designing a few dashboards and associates sheets/forms/etc for my team. I'm curious how others go about gathering and documenting their teams' requirements. I do have a process flow diagram for our overall process, and that helps me understand what we would like to measure, but do you ask your…
-
Why can't I update Target date in card view?
Is there a way for me to edit the Target date while staying in card view? The only ways I've been able to adjust the Target date on a card is either switching to another view, or updating the Duration. Both of these alternatives are less than ideal, as they require more time and effort than simply updating my new Target…
-
When downloading a template set, the dashboard doesn't seem to download with it.
I have been trying to download the Project Tracking and Rollup as well as the Project Schedule Management templates, which are both supposed to include pre-made dashboards, but the dashboards do not seem to download or populate. When I move the template set to a workspace, the dashboards still do not show, and when I…
-
how can I build a thermometer with my goal milestones
How can I build a thermometer with my goal milestones pointed out in the chart and then actual being the red and increments on the left vertical axis. I would like to be able to show this on my client dashboard. See attached