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How do I automate removal of rows?
I have a project budgeting document that has Phases and sub tasks. They are all connected to about 14 different documents with all the phases and subtasks. How can I setup smart sheet so that if I remove a phase or a subtask in a phase on the main document that it will automatically be removed on every other sheet that it…
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Organize Fields in Update Request
Hi all, I've developed a request approval process flow wherein someone submits a list of requested parts, then an update request is triggered for our planning team to review and approve / deny each line requested. Since this requires multiple fields to be approved / denied, I couldn't use a basic approval workflow, and…
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How do you track an automated entry to see where it came from
Hi, I have an automation set up in my Primary Sheet that lets me know when an intake has been approved in my Project Intake sheet and on the Project Intake sheet I have a formula that inserts data in the Primary Sheet when it's been approved. The question I have is, I received a notification that a new row has been added…
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COUNTIF Year to Date
I have connected our website contact form submissions into SmartSheet. I am creating a dashboard including how many form submissions we've gotten in a certain date range... for example, year to date, quarter to date, month to date, etc. How would I go about pulling this information? I am using a separate Smartsheet to do…
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HELP - How to do Inventory Tracking
The picture at the top is the form that I would like to utilize to have people fill out when they take an item out of our inventory. The bottom photo is a representation of what my sheet currently looks like. I know the form and the sheet don't represent the same columns, and that is because the form attachment is from a…
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Projects deleted via Control Center still showing in Browse window
I deleted a number of projects via control center and all seemed to work as expected. The projects no longer appear in Control Center, on the Intake sheet, or the Portfolio Summary sheet. The project do still appear in my homepage in the Browse column. When I try to select the project in the browse window there is no…
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Move a Dashboard to a New Workspace
Hi - I need assistance with moving an existing Dashboard to a different workspace because people outside of the original workspace need access to it. It was filed under a few folders under workspaces and it got moved to "Sheets" general folder and now some of the connections don't work. Is there a way to leave it where it…
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How can I find/replace a value (text) for multi-select column w/out removing all options
In my project plan template, I have a multi-select column for Assigned To where the dropdown contains placeholder options. When I create a new project, I need to remove one a placeholder for the onboarding manager and replace it with the person who is going to do the work. I would enter that person's name in the Assigned…
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Basic Question: How Do I Add ROWS to show in a Dashboard
I feel dumb, but I can't figure out how to add up the total rows and get them to appear as a metric in a Dashboard. It's a complaint ticketing system, as a new complaint comes in it adds a row. As the rows add up I want that number (row total) to add up in the dashboard, as the ticket is cleared I want it removed. How do I…
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…