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Group (Reports)
Is anyone else having trouble with the group function in reports Whenever I hit the group button the task bar containing 'sheets, filter, group etc' just disappears and i get no functionality at all. Only way to recover is exit smart sheet and log back in again. Thanks for any assistance
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Webform: Cursor will automatically go back to the 1st field of entry screen
Webform : it is possible that whenever "Submit" button is clicked and webform is reloaded, the cursor will directly go back to the 1st field automatically?
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Approval Emails - Style Questions
I'm using a form for staff travel requests. Once submitted an email is sent to their manager for approval as part of the workflow. When the email goes out, there are two things I would like to remove: The Row # Footer with "you are receiving this email included as a collaborator etc." I think that people who aren't…
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Creating a Workflow to move certain data in a row to a New Sheet
Hi There, I am testing Smartsheets on a 30 day trial in order to pitch to my company that this is a tool we need. One thing that would be a big help for us it to cut down on copy and pasting. I see a Workflow for copying an entire row but we don't want all the data to copy to a different sheet. We just want when one row is…
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Reports - Some fields can be updated?
Hello. I have created a report, and I noticed that some fields can be updated and others cannot. For example: I can update: task descriptions, start date, Health, percent complete, and notes/comments I cannot update: End date, task owner. Any idea where I can change this update everything or why it working like this?
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Setting up access to a Smartsheet Calendar in Outlook
We are migrating our vacation and PTO requests into a Smartsheet. We would like the calendar view that our payroll admin has of all the approved time off to be available for all to see in outlook. I took the webcal link and shared it with several staff members to see if they could access the calendar. It looks like it…
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Trouble with Move Rows automation workflow
Hi, I'm having trouble with the 'move rows' automation workflow. I've used it successfully before, but for some reason it's not working with the 2 sheets I'm using this time. I have an 'open requests' sheet and a 'completed requests' sheet. When a set of criteria are met, I want rows to move from the open requests to the…
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Can approval workflow have a time stamp?
I've created a workflow to approve an invoice and love that once it's kicked off that columns appear to the right of the sheet showing who the approval was sent and what stage it's in (submitted/approved). Is there anyway to have a time stamp on that workflow so we can see when it started and if it doesn't go to approve in…
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Forms: how to make dates static
We have a form that has a date field for "week ending". We'd like to be able to only have the dates that are for the actual end date (Saturday) to be available for use. Right now since it's a date field it pulls up the calendar and they can choose any date. Other than going to a drop down and putting in the next 56…
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A few more updates to the new report builder
Hi Smartsheet Community, We’ve received a ton of feedback from you about our recent updates to reports, the report builder, and grouping & summary. We just want to say thank you - your feedback is critical to helping us deliver the best possible capabilities! Based on your feedback, we’ve made a few changes which you’ll…
