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Displaying parent rows only in a report
I would like to display the highlighted (yellow) information (parent rows) in a report only. The current report is pulling in both parent and children rows. I would like the report to display the conditional formatting from the sheet, as well.
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Sorting & Filtering Linked Cells From Source Sheet
I am unable to figure out how to sort and filter linked cells from the source sheet. I have a sheet with cell links which needs to be sorted or filtered when the source sheet is sorted or filtered. I am unable to use a report or dashboard for this function due to the need for a specific layout, exporting and printing. The…
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Take a picture within a text box for display in document builder
Does anyone know if there is a way to take a picture in a form and have it automatically insert into a cell? I'm trying to use a form for risk assessments in the field. I want to take a picture of a piece of equipment and have it insert into a cell, so it gets automatically mapped to a defined section in document builder.…
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Template with shortcut buttons for common operations
Hello, I want to create a template whereby I define a bunch of rows (for example, "bread," "fruit," "dairy") and some columns (eg "serving size," "calories," "price," "perishable"). I want the user of the template to add one or more rows nested one level under each food category, eg: "pita," "rolls," and "biscuits" as rows…
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Why am I getting so many approval confirmation emails from the same approval automation?
It's set up with a drop down for several choices to approve, then only one person approves. For some reason I've been getting 4-5 approval notices for each approval. Thanks so much!
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The program does not work
In the course of work, during the last week, the following events occur: The program hangs approximately every 5-10 minutes. In the process of work, any sheet, any line hangs up. Local Internet is always stable. Not only my computer, but all my users with exactly the same problem. I ask for help, we are suffering losses in…
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Refresh schedule data from an external data source
We have an in-house tool that handles a portion of a workflow. It can export task, start date, finish date. Is there a way to import that data and refresh it as part of a larger project in Smartsheet? It could be loaded as a separate sheet, I don't need to retain that once it is loaded in the main project. Easiest way to…
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Survey Questions
I have a grid which lists several tasks - 25 or more. For each task, I want to ask "Frequency (Daily, Monthly, etc.)" and "Importance (High, Medium, Low"), then give them the option to comment. How can I make a form for this?
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Request Approval Automation working in one direction only
Hi Guys I have an automation running for approvals. Ill add an image for reference. What I'm trying to achieve: We want PERSON A to be able to make a request to PERSON B. B must then approve or decline. Upon B's approval a new Approval Automation is triggered back to A to accept what was issued. We have about 50+ PERSON…
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Survey of Many Approvers
Hello, We have a process where a person would submit an approval of funds to be distributed to families that have certain requests in our community. We would have a person submit a request for funding with information about the family, category of request (i.e. utility bill, transportation, etc.), and that request would…