-
Over allocated resources, no red flag alert
I allocated 100% allocation for the same resources in both projects as an example, projects CMDB and GXP Shutdown. How come I didn't see the red flag in column "Risk" to indicate that the resources are over allocated. Please help. Thanks, Kathryn
-
Autofill
I have one column that has a dropdown of customer names. I want the "Address" cell to autofill with the address that was picked in the previous cell. I tried to do an automation but it seems to change the whole Address column instead of the cell. I have done an IF statement but it is only limited to 2 options... IF X, then…
-
Edit list of potential recipients in workflow automation approval dialogue
I would like to edit the list of potential recipients in the workflow automation approval dialogue. Initially I entered in a couple of test email address recipients but once I tested the automation and verified that it was working, I went to specify the desired approval recipient but noticed that the previous test email…
-
Amending a fillable PDF
I have a workflow that generates a project charter in PDF from the row data. The charter is subject to an approval process. If "declined", is there a way that the PDF can be amended at a later date by the Project Manager?
-
Sheet Summary Metric on Dashboard
Hello, I have a dashboard with a normal metric widget that is linked to sheet summary data from the grid sheet. It works perfectly fine all day, then every morning shows "0" until I open the source sheet, click into the sheet summary tab and save the report. When I go back to the dashboard it is the value it is supposed to…
-
Smartsheet Calendar Failed to Sync to Google Calendar
Hi, We have several instances where we set up the calendar deadlines in Smartsheet but it did not sync with the Google Calendar. Is there a glitch or same issues being encountered this week? We had been doing it before and it sync successfully. We were able to take a screenshots of our tasks so we can show it to our…
-
How to share reports/dashboards with the filter on Current User, without sharing the source sheet?
Hello, I'd like my team members to have access to HR information in a Dashboard, but only info concerning them (current user) should be displayed. I created a sheet, no one but me, has access to, listing all my team members. Then, I created a report and added a filter "Team member - Has any of - Current User". Finally, I…
-
Dashboard not showing for shared users
Hi, I've created a dashboard that displays information unique to each user. The reports included in the dashboard are filtered by Current User, and the Widgets are set to "Their own perspective." I am a licensed user and am the Owner of the dashboard, all of it's reports, and the sheets behind them. This dashboard needs to…
-
Individual Customer Report
Hello, I have a smartsheet form and sheet that I have created reports and dashboards on. The form has many submissions from customers. Many customers have made multiple submissions to the sheet. I would like a report that shows how many individual customers have submitted the form. Is there a way to create this? To note,…
-
Automatic Cell Linking
I already have an automation so that when I update the status of a project to "Shipping", it adds it to our Shipping Tracker and notifies my logistics guy. Is there a way for Smartsheet to link the "Status" cell for that row in the Shipping Tracker to the "Status" cell of our Orders Tracker, so that when the order is…
