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Embed an update request form on a dashboard?
Hi, I am using smartsheet to administer small grants and organise the adjudicators. The dashboard is great because I can include the adjudicating instructions in one widget so it's easy to refer to whilst judging. What I was wondering is if there is some way of embedding the update request form into a dashboard. I can send…
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Formula to look across rows and columns in a table.
Hi there I need a formula that will look across rows and columns in a table. For example, I need the result for School District-B with 23 items. The result from the table below should populate with: $350 1-5 6-15 16-25 26-50 51-100 100-50000 School District-A $100 $200 $300 $400 $500 $600 School District-B $150 $250 $350…
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Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
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Control Access to a report based on status in separate sheet
Hi everyone, I'm creating a training portal with a series of tasks for users to go through. I'd like to grant access to a specific report based on a user successfully completing two initial tasks. The first tasks are as follows: 1) Open a report to [a] check a box and [b] change a Harvey ball. 2) Fill out a form. Task 1…
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Changing linked cells to point at a new sheet en masse
Hi I have a task list that has dates linked in from a separate calendar sheet. We have 12 calendars (1 per month) but only the 1 task list. Is there a way to change all the links in the task list to a new calendar sheet rather than one by one relinking each one? Thanks
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Table of contents in a large sheet; use of forms
hi, I use one large sheet to manage many different legal tasks across my team (1,000 rows currently). The sheet is divided to many sub sections/categories, main tasks, sub tasks etc. Wanting to add a new main task to a category, the user needs to scroll down to find the right category which is time consuming. Two questions…
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Adding to Gantt template
Hello, I'm using a Gantt template and am having trouble customizing it to my needs. I added a row but it isn't included in the zummaiton of time for the parent. When I try to eddit the parent end date for the task it won't let me. How do I edit parent task end date formulas? Thanks
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?
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Calendar Function out by 1 day
Hi all Has anyone experienced the following. When using a form and clicking on a date field I am presented with a Calendar. If I chose a day from the 29th September forwards the day captured is set to one day earlier i.e. if I select September 30th, the day captured is 29/09
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Unrecognized System Contacts
I'm seeing behavior in a sheet that I'm not sure if this expected or not. I am a known contact in our corporate instance of Smartsheet. The screenshot displays content in a sheet column that is created by submission of a form. For this particular column, it's populated from an email address in the form field. Submitters of…