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Automation Not Working
Hello, I'm at a loss. I've created several automation rules in the past and I cannot figure out why this is not working for me. I have a simple sheet with the following columns: Status (single select dropdown) Sub-Category (text) Task (text) Assignee (single contact column) The automation rule is triggered when the…
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Having a comment section inside of a sheet
I currently have this sheet below. Some explanation, It is used to track visitors and this acts sort of a metric sheet for a dashboard I have set up displaying the numbers. The user just puts in a number in a cell corresponding to the number of visitors. Visitor Count row is what is actually pulled into the dashboard. The…
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Can Form Submission messages contain dynamic content?
We have a Form submission, where submitters need to know the ID generated. Is it an option to put {{Row ID}} into the message to share that info with them immediately on screen? Things are configured to send an e-mail with that info and various other items summarizing what they entered, but the question came up about this…
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Change Task Categories of other Cards when One Card is Updated
We have a lane that contains several services to be confirmed when a new client uses our product. There are multiple cards in that lane that need to move to other lanes based on the updating of the task category of one. For example, If a client says that they are going to use Product A, then we move it to a lane for our…
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External User Access
I have a Dashboard with links to 3 other Dashboards from the same Workspace. When I Publish the Main Dashboard, the links to the other Dashboards within it require the user accessing it to sign into Smartsheet. I want external users to have the ability to access the Main Dashboard and the 3 other Dashboards that are linked…
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Transfer Ownership of Sheet
I am an Admin on the Workspace and Owner of a sheet in the workspace. I want to transfer ownership of the sheet to the workspace owner. Seems to be an impossible task as there is no owner option to select. The picture below shows the options I have to transfer to the Admin Level person who also owns the workspace and is…
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How do I create a summary field in my source sheet?
This discussion was created from comments split from: Creating a sheet summary report.
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ERROR: You do not have permission to edit forms on this sheet.
I have a Business account and I'm the Owner of the workspace but when I tried to create Forms it said "You do not have permission to edit forms on this sheet." This is the first time that this happened to my account. I was able to create Forms before without any problems. What can be the reason to this error?
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Widget Format in Dashboards
Hi, I am duplicating Dashboards for every new projects I receive, which means I need to re-pull from the correct row from my Project list to properly reflect the informations in my Dashboard. However whenever I update the widget, the font, font size, color, etc reverts back to the default (left). I had changed font, font…
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Link to Individual Card View?
I want to display a card when a cell is clicked. Is this possible? I used the row link and hyperlinked it to a cell but when you click it brings up the entire grid in another browser with a border around the individual card. Is there a way to click a cell and have just that individual card pop up without sending you to the…
