Hello I am trying to create a report to show how long tasks in each project are taking, I've managed to select all the relevant columns by using the 'What' project builder section. I want to see the full timeline but not all project will have completed all tasks yet which is why I am using the 'or' option, however this is…
Hi i want to produce high level reporting to Executives. I currently have portfolios and dashboards that display the status and detail of numerous projects. I would like to take this detail and use for my report. I note that templates are available https://www.smartsheet.com/content/project-report-templates , these are in…
If you parcel out a sheet by reports per 'assignee' due to the fact you don't want the assignee to have access to the main sheet but instead update reports can you do this with permissions? In other words, when a user has permission to a report but not the underlining sheet can they update the report which then would…
I have a workflow that automatically sends approval requests when I change the status of a row. I've just created a couple parent rows, but the the workflow is not applying to them when I change their status. Any idea why this might be?
I've connected the Smartsheet add-on in Google Docs and am trying to generate a packing slip (pasted below): In the Smartsheet toolbar to the right, I've selected the sheet I want to pull from as well as the 5 rows I've chosen to merge (pasted below): After selecting the correct merge fields, I'm ready to run the merge.…
when I am using a check box and automation to copy rows to another sheet I am only able to take the child rows is there any way parent will also go with child?
This is the workflow automation i have set up. I want to automatically transfer a row from my "in review" sheet to my "approved" sheet when i select either yes or no. When i switch the column to yes or no, nothing happens. It does not switch to the other sheet, it stays where it is. What am i missing?
Hello to all, here's my problem: When users want to access a specific sheet, they are shown the following message when logging in: However, the users have already been equipped with editor rights. So what exactly is the problem? Maybe someone knows this error message and can help me. I have already tested everything…
When I insert a new column, it is green. How do I turn color off when adding new rows or columns?
I set up a simple workflow. Once someone writes their initials in a column, it should move the row to another sheet. Except it is not moving the row to the other sheet. But when I look at the activity logs from both sheets, it says that a row has been moved from the source sheet and the destination sheet says a row has…
How would one go about getting access to a sheet/form if the person that created it is no longer employed?
Hi there, I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of…
How can I customise an update request in a workflow, so that the updater has fields that are required to be updated before submitted the update?
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