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Automatic ordering data
Hello, I have a sheet connected to a from for data input. I wanted to order the data automatically so that every time a new row of data is added the sheet orders itself according to two columns. Is there anyway to do this? Thank you in advance!
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Approval Chain
Hi, I am trying to set up a work flow with the approval chain below: Someone submits a form, it gets sent to a Manager for approval. If approved, the employee gets an email stating such. If it is denied, the manager can add notes on what to fix, it gets sent to the employee to fix. I have that workflow set up. However, I…
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Complex Lookup, Index and Match formuale
Hi Team, I am trying to build these formuale to fetch the values on another sheet tied to a month based on an Online video. Would you be able to help me in here. Have created a the Online form to pick the Client Name/ Month. However, the IF MAX formulae doesnt come out right and also the created date doesn't show my minute…
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Is it possible to fill a column without Drag-Fill
Hey, I am new to smartsheet and hope you can help me with this: I want to write something in the top data field and then the text, number or date should be automatically copied to the rest of the column. I found this site: Create a Series of Numbers or Dates with Drag-Fill | Smartsheet Learning Center But the process there…
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Setting up Automation correctly - TODAY()
I am using a To-Do-List in Smartsheet that works well. As new tasks come to hand, I drop them on the list for future action. I have a simple automation that emails me at 8am for any tasks that have a Due date today (and not already completed). What I would like is for the Automation to email me for all activities that are…
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Automations not sending notifications
I searched through many posts on this same issue and followed those instructions, and still can't get a notification! I would like an email to be sent to me every time I assign myself to a task. I have attached a screenshot of the workflow. I have also done the following: Checked the box in Notification Settings to…
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Can't add auto-generated number to a sheet
Anyone know why I can't add an auto-generated number to my sheet. Sheet has been in use awhile. Has a primary column. Now I want to have a unique row id and it won't let me add it? What would prevent this?
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Can I group by contact in a report if the contact is not always in the same column?
Hello, I am trying to run a report from a sheet that contains many projects and different columns for each role within those projects. I have some staff members who serve in different roles in different projects. (For example, Abby is "research lead" on project A, but "Research Advisor" on project B.) I want to be able to…
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Is it possible to create a data retrieval form in Smartsheet?
I understand it is possible to perform data entry into a Smartsheet via a form. Is it possible to create a form that will actually retrieve data from the smartsheet and display in the form? It would require the ability to have a lookup field then deliver a specified cell value from the smartsheet. Any suggestions?
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Brandfolder - Introduce Yourself
Hello all! I have recently accepted a position with Metro Aviation as the Human Resources Analyst! I am beyond excited to be a part of the Metro team and have learned things I would have never expected. An exciting feature that I have learned in the past couple of months is Smartsheet! There are a select few at Metro…
