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Edit recurring report email
I set up a report to get emailed to a few people once a month. I would like to edit who is receiving this report, but I can't find the report schedule. I found a few posts about this but clicking on File—>Send as Attachment just allows me to set up a new schedule. Can anyone help?
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Marketing emails
How can we stop our account advisor from sending out automated emails to all our users that use Smartsheet? We can't find the setting anywhere. We also can't find anything about it in the user agreement. This must be borderline illegal.
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Sheet fields missing from form creation.
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
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Filter using Current User not showing all data
A filter I've been using is suddenly acting oddly. I have a list of associates with Year, Manager, and 1-over Manager columns. My filter looks for Where Manager is one of Current User OR 1-over Manager is one of Current User. The result shows correctly except it only shows the results for 2023 and 2024, not 2025 or 2026.…
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How to Highlight Duplicates in submit new hold Smartsheet (Identify Duplicates)
Hello,,,, I want to add a feature to Smartsheet, when a team member uploads an order in the smartsheet through the (Submit New Hold Items form) , if the order has already been uploaded previously, a legend should appear indicating this so that the order is not duplicated.
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How to create a form into a template?
I want to use the exact same form and sheet for multiple projects. Ultimately, it's a survey sent out to the customers, and I want each customer to have its own sheet. That way there's no issue of customers being able to see other information, they can only see their sheet with the results
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Requirement Document and Auto-numbering
Hi all, I'm trying to solve for a few things with a Business Requirements sheet. Auto-numbering of High Level and Detailed Requirements Association of High Level Requirements to Detailed Requirements Adds, Deletes, Changes. Example - A Detailed Requirement could be moved from one High Level Requirement to another. Example:…
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Trigger suggestions for blank updates request
Hi everyone, I have seen a handful of articles on this topic, but sadly none have made sense to me. I have a process where a student submits a form, which through automation is in turn sent to an employer using the "Request Update" feature. The employer is supposed to review the content and then complete a series of…
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Automation: Not Triggering when Box is Manually Flagged.
I have a simple automation but it never actually triggers. Alert 2 people (names cut from the image) if the store closed check box was flagged and the upgrade date is in the future. It never runs when I flag a line item - but the test sends it out.
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Can you edit data from the View Display in Dynamic View?
This may be a silly question, but can you edit data while on the View Display in Dynamic View? I would like my user to be able to view form submission data from the Details Panel, but update status and approvals from the View Display. I could flip flop the two, but visually, this would be better for my users if possible.
