-
Limiting form submission access
We are linking one of our forms to a public facing website, but would prefer only employees to complete and submit the forms. Is there a security/share access option? Many thanks!
-
Resources view
Hi, Is it normal that, in resources view, they still count task who are 100% achieved? My ressource seems overloaded but in reality, some task are completed. How can I avoid that? Thanks
-
Data entry into a report
Hello, I would like to have users enter data into a report, and not the underlying sheet or sheets. I know you can edit data in a report, but you cannot enter new data from the report view. Is this possible? Or are there creative ways to do this? I was thinking of creating a dashboard with the report, and then an entry…
-
Purchase Order Tracking Log
I am new to using Smartsheet. I am working on a new Purchase Order Template and am not understanding how to add new entries for purchase orders. I have used the first 2 in the template but now each time I want to add a new po, it adds it as a sub from the 2nd po.
-
How can I create a column that always reflects the current row#?
How can I create a column that always reflects the current row#? I've tried the System Column/Auto-Number, but cannot get the assigned numbers to match the current Row#
-
Stacked Custom Emails
Hello, How should I set up my automations to get one email per record. Approvals are getting done generally pretty quick once a day and multiple records are being approved at once. The format is not presentable to the client. The automation stacks what should be individualized emails. I have the automation to "when…
-
Maintaining Sheet Parent-Child Relationships on Reports?
Is there a way to maintain the Parent-Child task relationships from a sheet on a report? I am trying to create a Gantt view to use as a timeline on a report so that users do not have to access the actual project plan to see this update, and to focus the users on specific information. Unfortunately, the Parent-Child…
-
Report Builder Changed
Has anyone had any issues with the new report builder? You used to be able build a report by selecting a folder of source sheets. Now you have to add them each time you put a new sheet in your folder. You can, however, select a workspace and you dont have to select any new sheets each time but what if you only want to…
-
Help with 30/60/90 day view of resources
Hi, I'm trying to build a report that will provide me a 30/60/90 day view of all resources. How many tasks are assigned to each resource in these time boxes. I'm finding if you have multiple resources assigned to a task the report doesn't count/assign it to both resources for example. Is there any way around this?
-
Using Forms for COVID
I'm wondering if anyone is successfully using Smartsheet forms to collect daily self-health checks for employees. I'm looking to create a solution that allows the user to take the survey, and at the conclusion, it would tell them, based on the information just answered, whether they can proceed to work or not, at that…
