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Upgrade from trial to pro plan - unable to make the payment.
Hello, My user logging - boscod35@gmail.com I am unable to upgrade from trial to the pro plan. Trying for a week and was unsuccessful. Step 3 - Payment information - I am getting an error "Your credit card has failed authorization. Please double check the credit card information". Checked with my credit card department and…
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How do I assign a default value to fields in my Sheet/Form?
For example, in my daily standup kanban board the card format has 2 fields that I'd like to default to a static value, and 1 field that I'd like to default to the [start date]=today's date, but allow it to be changed if the user choses to do so (i.e. chose a later start date if the task isn't intended to be started today).…
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Group by column, or type? Simple grouping process?
Hi, I am coming from the world of Airtable that allowed us to easily (or automate) our grouping by a specific column or category. I have work tirelessly to recreate that in Smartsheet and am surprised to find out, it is not a feature. I then looked online to see its been an issue for people since 2017 but no updates since?…
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Lock Filters in Reports
Is there a way to do this? I have a master request sheet that employees can request all types of things. I want to then setup reports for each department to see their requests. So Marketing for example can see all the marketing requests. I don't want them to be able to see HR requests though. So I would like the report to…
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Duplicate email entry
Hi, I have a SmartSheet form that is collecting information from our customers. We want to record their email address so I have created a field to capture that. I also want to provide the ability for the user to request a copy of their submission - part of the form functionality. The problem I want to eliminate is when…
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Collating Multiple Attachments
Hello Everyone! One of the things we use Smartsheet to accomplish is generating contracts using the Document Generation tool. However, once the attachment is created, if we try to print off multiple PDF's from the attachment, they do not collate. This doesn't happen with other programs on the computer, or with the same…
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Report on Workflows
Hi, Is there a System Admin report that will provide information if a sheet has a workflow created? I could not find anything. Thank you, Tom
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Pull specific values from a column in one sheet to another
Hi! Hoping to find an answer to what seems to be something simple, but may not be. I have a sheet with a list of project types (as values in a dropdown list). In another sheet, I am using Smartsheet DataMesh to pull specific columns over, but for that project list, I only want one project type (example: Display Ads only).…
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Setting up a sheets hierarchy/sorting
So I have a sheet that I want to have organized by date, and then have totals based off the figures in that date. This is what I have created so far, but not exactly sure how to have multiple inputs from users per payment on each date. Insights??
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Sync column changes across multiple reports
Greetings my Smartsheeters-in-crime, And Happy Friday, all. Random question of the day here We have 60 product managers here all working off of a shared roadmap. I built a report, then modified it (yes, 60 times) for each of the product managers to just show their projects Well, as you could have guessed, after agreeing on…
