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Bring Back REPORTS in the Menu!
Good morning, I am an avid Smartsheet license holder. But I am quite frustrated that the "Reports" option has been removed from the sidebar. For our work situation, I am in reports more often than I am in the sheet, so having this option restored would be of great value. I literally have over 100 reports and trying to…
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Automation Email Modification
Morning! I need a little assistance from the group....I have created a form for end-users to use, and I am working on setting up an automated email based on each submission. The grid file I have includes a ton of fields that I am not using, and did not include in my form, but are related to another grid sheet that I will…
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Can you move a published sheet into a workspace?
I was having issues with the gantt view on one of my sheets. Everyone except me (the owner) was unable to view the sheet in the gantt view and nothing that I tried worked. I saved the sheet in gantt view on my end and that didn't work and then I updated the sharing permissions so that the sheet defaulted to gantt view and…
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Automated Alerts and Actions - customize "From" in email?
When we have automated alerts and actions based on triggers the email displays from: Smartsheet Alerts & Actions (automation@smartsheet.com). Is it possible to customize this? When I manually send an update request the email display shows as my name via Smartsheet - this is better. Ideally for the automated alerts we'd…
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User unable to sign up account
Hello, I have a few users (one from Canada and 2 from China) who are unable to sign up with Smartsheet. They are not able to click on "Continue" and it is greyed out. Here are the screenshots they've provided below. I've re-prompted the user signup invitation and use a new invitation link but they're still running into the…
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Help - Rows being sent to the bottom of sheet (disappearing) and can't figure out why
Our scheduling sheet has about 50 lines on it per day, and each new day we copy and past the previous workday to make the new schedule. So at the moment, the sheet reaches back about 3700 lines to July 1st. Sometimes (including today, just now) lines being used for the current day will get automatically shifted to the…
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Workflow - links at the bottom
I am thinking of using the Workflow functionality to alert a client when they have a document waiting for their review in Box.com. I notice that in testing workflow, I received the email notification and saw that there is the following at the bottom: You are receiving this email because you are subscribed to a workflow…
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How to auto identify, in sheet, which of multiple forms are submitting row data?
Similar to how the Auto-Number/System Created (Date) auto populates the date the form was submitted. I'm looking for a way to identify the form that added the row data when submitted, so the Originating Form. I thought it was the Auto-Number/System Created By feature, but that just outputted a generic email that doesn't…
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Template Set Links to Plan from Milestones
Hi, I'm new to Smartsheet and currently trialling to see if it will offer what we would like to achieve for Project Management. I am using one of the Template Set that are available to download and having problems with understanding how the Milestone sheet and Plan sheets are linked. I've added Milestones on the Plan some…
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Move / Copy Rows Within a Template
I have a project template Workspace setup, and I would like to be able to copy rows from one sheet to another within the Workspace. The problem I'm running into is that when the Workspace is copied to create a new project, the "copy to" sheets do not update to the newly created sheets. Instead rows are copied back to the…