Hi All, I created a copy of the form I used so far, to ask a bit different questions and to collect the data in a bit different way. After the pilot stage I want to decide which version 1st or 2nd of the form will be used as the final version. But I see that the data punched into this 2nd version of the form are collected…
I'm new to smartsheet (having a blast!), and could use help adjusting my workflow automation to accommodate timing of certain actions near the completion of a task (row). Simplified scenario: Each row on a sheet represents activity that needs to occur to "new product samples" (one product per row); and when ALL activity…
My sheet has an "assigned to" column, but I am wanting to reference my contact list for the available options. I know when I am directly editing the sheet, I can begin typing the contact name/email address and will see a list of available options - but the same feature is not available on through a form. Is there a…
Hi all, I am trying to develop a formula that flags/checks a box for tasks whose predecessors are delayed. Please see below for additional requirements and my work/understanding so far: Sheet Details: I have Predecessor and Successor columns with those names. My task column is named Milestone / Task My finish date column…
Hello I am trying to create a sheet to manage my labels inventory and I want to find the best way to enter existing inventory into my new created sheet. I have created a form with the two required fields, i will be using one handheld scanner to read the data from bar code labels, I would like to know if there is a way that…
I am working with the Communication Plan template and in the "reports" I cannot change the columns to match the plan I built. It is grayed out and says I have to be an admin. I upgraded my plan and got a license but it still won't let me change it. Since I cannot match my summary reports to the categories and delivery…
I am the admin/owner of the Project, and updated the Project Setting - Gantt timescale setting: This is what I see: However, it is what other editors see: And editors have no permission to update the setting...Is it a bug or something I do not know?Thanks!
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…
This discussion was created from comments split from: How to place a Sheet Link in a Report.
Hi all, People informed me that they are not receiving the weekly update requests that are set up via an automated workflow. I have set this up for people external to my organization so they can update the rows that are assigned to them. They are not shared to the sheet behind this. However, the settings for the workflow…
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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