-
Approval Automation
Hi, What is the most efficient way to set up an approval automation for 30+ approvers? For example, I am building a Travel Request form, which requires approval from managers across numerous departments (over 30 departments, one manager for each department). Do I have to manually input each of these managers as an…
-
Copy over a column
I'm trying to leverage Smartsheet for a data input exercise for my team. I need to copy over a column from one sheet into another which will be sent to my team. Is this possible? (note: I just need the column header and it's properties--the cells in column are blank/empty). I am not looking to link any cells.
-
Hi How to auto fill Status column in the sheet every time a new request is submitted by filling out
Hi How to auto fill Status column in the sheet every time a new request is submitted by filling out the form. Thanks, Sharad
-
Sending attachments via e-mail
Is there a way to automate sending attachment (attachment in row) to specific e-mail, when a new row is added? Maybe through Smartsheet workflow, or Microsoft automate?
-
email link
I want to add a link to an email on a dashboard. Which widget would I use for that? I am able to link a URL, but an email is not accepted.
-
Is there a way of using QR codes to generate forms without having to download Smartsheet app?
I have been using Smartsheet for almost 2 years to generate post move forms that anyone could generate by scanning a QR code generated from the forms URL link. Now, or recently, it seems Smartsheet app needs to be loaded on the cell phone first before it can access the form. This was not needed before. Did something…
-
How to keep card view in a widget on a dashboard
I am putting together a dashboard and I would like the dashboard to show a card view of one of my sheets and a calendar view of the same sheet. I embed the card view on the dash, and then when I get the link to embed the calendar view, the card view widget on the dash changes to calendar view. I know I can change it on the…
-
New Admin Sharing Notifications
With the new update I've noticed that everyone with Admin permissions is getting a notification if someone wants to be shared to a sheet. Is there a way to turn that off and only allow the Admin or the new Asset Owner permission levels to be the only ones to have that ability?
-
Reference Sheet Summary Field or specific Cell
Is it possible to reference either a Specific Cell in the body of an email notification/automation or to reference a sheet summary field? In my "Alert Someone" notification, I am wanting to reference either the sheet summary fields or a specific cell in my sheet.
-
How to collect some data from several sheets to a main sheet in some automation way
Hello, I have several sheets in different folders (one folder stands for one client), and one sheet one HO, all the sheets contain same columns. Is there a way to collect certain column data from all these sheets to one main sheet? For example, all the sheets have Project Name, HO Name, Task Type, Start Date, Deadline…