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Bulk Column Properties
I need to create a form with 222 fields that are checkboxes. I know I can upload the column headers, but how can I make all of the column properties checkboxes without going one by one? Is the only way through Control Center, or is there a template of some sort that I can use?
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How to change formulas when a filter is applied?
I want to create a master sheet that connects to a report for each customer in the data. In this master sheet I have a column for "Average process completion time". In the master sheet, I want it to display the average completion time for all customers, which it already does. However, when I filter a customer in their…
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How to change Automation Trigger from "Changes:" to "Changes To:"
Hello Community, I have set up a sheet and a form. The form has various drop-downs asking different fellows for their unique identity numbers. I am trying to copy the rows to the fellow's specific sheet when the drop-down is their unique identifier number. I am setting it up for 20 fellow drop downs, out of these the 19…
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How to Create a Contact List entry from Name and Email form fields
Is there a way to create a Contact List entry in a column based on 2 different fields? I am trying to gather data for a sheet via a Form. Ultimately, I want to have a Contact List field for each entry, but Contact List fields in Forms only show up as text fields. Am I missing anything there, or is that how it works? So, if…
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SmartSheet Logins
HI All, How is everyone managing their users? We are finding it very frustrating that anyone in the company can create their own user login. yes it auto-added to our plan but unless we actually run a vlookup against our IT AD security list we have no idea who has created a new login. Surely there is a way to prevent anyone…
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How to overlay Team Vacation Planner into my Project Plan?
Hi, I have 2 separate spreadsheets, a Project Plan and a Team Vacation Planner. Is there anyway I can incorporate the Team Vacation Planner with all the team members holidays into the Project Plan without having to retype all the holiday dates into the project plan? Plus, anytime the Team vacation planner changed, this…
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Automation Issue with Bulk Approvals
Hello, I have an automation set up where an employee submits a request, the manager approves it, and we all receive an automated email indicating it has been approved. This works fine when the manager approves requests one-by-one, with a custom message for each. However, if the manager approves all requests at once…
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Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
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Book-in Sheet with capped timeslots.
Hi, Is it possible to create a sheet, with a form that is sent out that allows users to book in at a certain time slot. The form would have to show available dates / timeslots, capping at 3 users per 30 minute slot.
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Email Appointment Reminders to customers outside the organization
Is there away to have automatic emails to customers reminding them of their upcoming appointments. Currently I have a reminder email sent to me to call the customer. It would be alot more efficient if a reminder email would be sent to the customer. Thank you for your help!!