Report on Tasks by Assigned User across multiple Sheets
Dear all, I´m familiar with the usage of the 'current user' filter in reports on multiple sheet. This works good as long you want to provide individual lists to the user opening/using a report. I do look for an option to build a report on tasks categorized by the user assigned. The field 'Assigned To' is not available in…
Forms Security Setting
Hello, I have created a form in Smartsheet. I want to provide the link on a SharePoint site. I only want a limited number of people to have access to this new form. I don't want everyone who has access to the SharePoint site to have access to the form. What can I use in the security settings to get the desired outcome?
Question on preserving Conditional Logic when downgrading account
I currently have several SmartSheet documents created under my Business account. Many of them have extensive Conditional Logic flows. I need to downgrade my account for about (3) months to a Pro account and wanted to know if there is a way of saving these forms that were made with Conditional Logic when I downgrade so they…
How to receive a copy of all forms submitted
Afternoon, Any one know if there is a way to receive a copy of all forms submitted in the same format as the person who submitted the form would if they requested an emailed copy??? Help would be appreciated :)
How do I join multiple rows of texts into one cell based on another column's criteria?
Above is a screenshot of the sheet I'm currently working with. In each cell of the third column, "List of Tasks", I want to enter a formula that will join all of the text in each row of the "Tasks" column but only include text whose row 2, "Task Completed", states "No". I know how how to use the join function, but not if…
Copy rows from one sheet in the same Working space into other sheet Ctr+C/V?
Hi, is it current limitation of smartsheet apps that I cannot copy rows from one sheet into other one under the same working space (like in excel ctrl+C/V)? all the best, Maciej
Pre-Populate a form
Hello I am working on a form to collect the Employee's PTO request. However, i would like to prepopulate the Form with the Employee's PTO balance (which referenced from another sheet) I read some articles about using URL, but i don't know how. Can anybody help me with this?
How to keep changes in chart colors?
I have created dashboards that include charts, for which I have selected specific colors for each category. Data for the charts come from different sheets. However, everytime I add a new row to the source sheet, I have to update manually the range of data in the dashboard. When I try to update the dashboard range, the app…
Pro Plan and Sharing
My apologies, I did not scroll through the myriad of questions/answers here completely. I recently upgraded from the free plan to the pro plan, in hopes of developing something that can be shared and used by others in the office. My understanding is that with the pro plan, up to 10 collaborators can be sent sheets, etc. to…
1 PDF that requires two signatures, not sure where to start, kindly help?
Hi all! I'm looking for some very basic help to get started as I'm not sure where to. I have a single PDF form that requires two signatures. The first signature should be from an employee, say "x". The second signature then needs to be of that employee's supervisor, say "y". Once both folks sign, that form needs to go to…