I would like to send an automatic email to a designated person to provide additional information to the list. I am basically asking them to assign a specific study number to the request sent. How can the workflow be clear with easy access back to the list to populate the requested information?
I see in my "User type report" that I have an email address of an old client with viewing access of 1 sheet. How do I find the sheet they have viewing access of and remove them? They were never a licensed user, but had been given viewing access to a sheet long ago. We have hundreds of sheets so need to determine which…
Hello, I currently have a workflow in place with a update request being send out with helpful hyperlinks with instructions for my users to view prior to checking off and item as complete. The issue is the hyperlink only works within outlook, the hyperlink functionally goes away when the user clicks on "open update request"…
I have created a dashboard and added a column chart. I would like the individual column to change color once they have exceeded the goal. Is this possible?
I have a Report set up and I have it pulling in a helper columns where data isn't filled out until the row is "completed" via other columns in the sheet. I'm struggling to figure out how to hide the NaN values that show up in the Report because there's no data. See screenshot below. Ideally, I'd prefer to just have it be…
I am sharing a smart sheet with a business partner and we were working off the free plan at first. When the 30 day trial ended I could no longer edit so we both purchased the pro plan. However, my PC version of the sheet is still view only yet on my mobile app I am able to make changes as per usual. We have tried removing…
I am having difficulty setting up an automation that alerts individuals on the 1st of each month. I need the people who are listed in the "Assigned To" column to receive one email notification that lets them know they have tasks due for that specific month. They only need to receive a notification of all pending tasks in…
Hello, I have a automation where i need it to trigger when a cell matches another cell value. So I have a column with an requestor email that is inputted by a form that Person A would fill out. I also have a modified by column to show who was the last person/automation to modify it. I also have a text field for additional…
Hi, I have 2 columns. Check Amount and Amount Paid. The Check Amount column has a column formula that copies data from the Amount Paid column -- This is the formula=[Amount Paid]@row. I clicked the currency icon on to format my Check Amount and Amount Paid with the dollar sign. This worked. The problem is that going…
I have 1 sheet and I'm pulling a status report from it to capture different status roll ups. It was working fine when I was sorting by other columns. Now I added the Site Development Manager and it is not showing up as an option to Group by? I have refreshed, saved, exited and opened again. No luck.
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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