Hi I have created a form for Field technicians to log interactions throughout the day. I have a contact field that I have populated with email addresses of our sales team. I did not select "restrict to list values only". When accessing from a mobile device the form allows me to input a name if they are not in the list.…
I have a list of 300 staff, then columns like manager, employee ID etc. I would like to set up an automation to send an update request to that staff's manager everyday asking them to update whether or not the staff was working on that day. I also want to track the attendance by day, so I can't overlap the previous day's…
I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month. I also have a Report that I'd like to send out to managers at the end of each month. I know can…
Through our company Outlook, we have a few group email addresses. When an email is sent one of these email addresses it distributes the email to the people who are set up in the distribution list within Outlook. Since you cannot alert a Smartsheet group within a workflow (I've submitted an enhancement request already!) we…
I want to reassign the Primary Column to a different column within the same sheet. For example, there are two columns: Name and Phone Number, where Name is currently the Primary Column. I want to retain the Name column, but designate the Phone Number column as Primary. What needs to be done to make this happen?
I have conditional formatting to give each person a different color on the task bar. Some tasks are assigned to more than one person, eg Mark and Fred. It's not working to format a different color for tasks assigned to Mark AND Fred.
I searched the forum for an answer to this but I could not find one. I started using the new form logic feature recently (great addition!). When I open my form in the app on my Andriod phone the logic does not work but it does work on my iPad. Am I missing something?? I verified my apps are the most recent update.
Is there functionality in forms to allow links to be included where the text that is linked is not the same as the url?
Hi , Where I can get my form link? Then I can share the link to others and they can open link and register information.
I am trying to set an IF function to the At Risk column. I would like it to flag if the end date is within 2days or if the % complete task is less than 80%. Can someone help me set that function up? This is what I am putting in; =IF(AND([End Date]3 2>=TODAY() + 1, [% Complete]3 <.8) 1, 0)
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?
Help shape the future of Smartsheet. Share your ideas and feature requests.