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Using Auto number with child (indented) rows
Hello, Is there a way to set up a column with autonumber fields with a format something like: #.#, where the # after the decimal indicates the subtask. For example: 1.0 Task A 2.0 Task B 2.1 Task B1 2.2 Task B2 2.3 Task B3 3.0 Task C The decimal could be dash or some other character. I'm open to other setups / hierarchical…
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Reporting using saved snapshots
Hi, We are attempting to migrate & automate parts of Project Budgeting and Pipeline reports into Smartsheets. Each project will be in a separate file. The project managers will be continuously updating each project but we want reporting to work on snapshots/checkpoints created by the project managers. Scheduled snapshots…
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How do I create a widget on a dashboard that can change the date in a sheet summary?
Hello all, I am wondering how to add a widget to a dashboard that can be changed from the dashboard, and change the date in the sheet summary. The date field in the sheet summary changes the information in the summary, and the information on the dashboard. Thanks.
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Can you reference the primary column with comments when exporting a report?
When you export a report into excel that has comments associated with rows, those comments show up on a separate tab in Excel. But the "Comments" tab only references a row number, which isn't that helpful when these are used as quick, high level reports. Having to try to align comments based on row numbers and flip back…
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Default value in a cell from dropdown menu?
Hi! I'm creating a tracker sheet for a form. I've added some additional columns to help track the status & other info for the team working on requests submitted via the form. One of the columns is a status column, which as a dropdown menu (options: Not Started, In Progress, Complete, Cancelled). Is there a way that when a…
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Sending attachments
Is there a way to insert the current date in the header or the body of the email?
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Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks
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Restrict a Contact list to a single sheet
My use case is with collaboration with external companies. Currently, Columns listed for Contact List are auto-resolving and showing internal contacts and other external contacts. I'd like to either disable auto-resolve or create a restricted list of contacts only available to those who can view the sheet. Is this possible…
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Functional Requirements in Smartsheet
Hello, Our project team recently transitioned to Smartsheet. I am currently deciding how we will develop Functional Requirements (e.g. Excel, Smartsheet, Word, One Note, etc.) and eventually test cases. Is there anyone using Smartsheet in this capacity who would be willing to share their experience (pros/cons) and template…
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Why isn't my automation working correctly?
In my sheet I have a column with a countif formula that's referencing another sheet. I have an automation that sends an approval request when this column changes. When the value changes for some reason the approval request is not being sent. Any ideas on whats going wrong here?
