-
Document Builder - attachments and generating the end doc
I have setup a document in the builder and it works great- however I am hoping to do the following: attach any uploaded form items to the end document file. Is this feature available? auto generate the end document (I would like, once the form is submitted, that the doc generate and attach or email to designated receipt…
-
Move Row: Will not move if condition has a dropdown list
Hello, I am trying to automate copying a row from master sheet to child sheet. The trigger is when a row is changed to "New" it should copy to the child sheet. This is one of 4 choices in the column. It is a column with dropdowns. When creating the automation, I am not able to choose "new" as the thing it changes to in…
-
Export SS report/sheet via .csv?
Good morning, I'm trying to find out how to export directly from Smartsheet to a .csv format. I found this article, but it seems to be out of date as I don't see the csv option (not to mention the location of where to access the export area is wrong) as you'll see in the link below. This is a vital scenario needed for our…
-
Answer to a notification by email with attachement
Hello, First, let me thank all the contributors of this space, I found a lot of answers on it... except one ! When I write a comment on a project plan, it sends automatically an email to all people I mentioned with @ Then, receipients can answer directy by email wihout connecting to Smartsheet. BUT when they attach a file…
-
Changing Dashboard Graphs via Report
Hello Community, Hoping there is an answer to this question. I know how to build a bar graph in smartsheets; but recently i was asked by a client if i can build them a bar graph that will change based on criteria they choose at any given time. For example: Let's say we want to build a Quarterly Graph for 2022 (i.e. Q1, Q2,…
-
Multiple actions to the same role
I am setting up a smartsheet to manage risks. For each risk, there will be a mitigation plan that can have many actions and each of them will have a different owner/assign. Right now, I am duplicating or more the line/risk and adding new actions to the same risk. It doesnt look the way I wanted and the management of it is…
-
Can you publish Smartsheet Dashboard without sharing underlying Google Sheet data source?
I want to publicly publish a Smartsheet Dashboard as view only and import the data from a live Google Sheet so that it updates in real time. Before I do so, I want to confirm that if I publish this dashboard as view only that the public won't have access to the Google Sheet data source. They should only be able to view the…
-
Filtering for comments
I want to filter my tasks by comments. So I want to see all tasks which contain the snippet "asdfasdf" in the comments. I am not able to make the filter work. I tried it with Comment -> contains -> asdfasdf and Comment is equal to asdfasdf. Unfortunately both does not work...
-
Looking for ideas on adding "help text" to ensure consistent input of data into cells
Is there a way to add help text to a column header? We have multiple people entering data on the same Smartsheet and there are inconsistencies in the way the data is entered. For example, sometimes dates are entered 12/14/22 or 12.14.22 or 12-14-22. I am looking for a way or a place to put "best practices" or "help text"…
-
Dashboard sharing specifics.
I use a workspace for all project related documents, reports and dashboards. I share some (not all) files with my customers. I know I can share individual documents with a particular list of people. My question is specific to dashboards. When I share the dashboard, it seems that this can only be done by sharing the entire…