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Create a Smart Form to update a row data
How do I create a form to update a data? For example, I want to just click the row line and a form will pop up so I can update it and save rather than scrolling the line item from left and right to fill in the blanks. Hope anyone could help. Thanks.
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Third party person using our company Smartsheet leaves the company will they still be able to login
We share our sheets with outside company people to collaborate. If this company person leaves the company, will they still be able to login to Smartsheet and access our sheets? The sharing is done by sheets and User is Not added in User Management. Please clarify! Thank you!
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Assigning tasks through forms
Hi, I want to create a form that limits the selection to unassigned tasks from a master task list. The task columns is currently the primary column, so there is no limitation to create a drop down menu in the form. Is there a way to limit the options in a form with a filter? Thanks!
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Auto-Number on Certain Rows
Forgive my naivety as I'm still green at formatting. I'm trying to use the Auto-Number function in a column. I don't want all cells in the column to populate - only if column c isn't blank. I can't seem to get this to work where the auto-number will popular a cell if column c contains anything?
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Missing workspace
When leaving Friday afternoon all of our sheets and our workspace was working fine. Came in this morning to find all of our sheets / work space totally gone.
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Most recent date for specific asset
Hello, I have a list of equipment with the calibration date and schedule regarding our internal requirement ( 3 month, 12, 24..): this sheet is my Calibration schedule. I also have a form that employee will use to record each calibration operation related to lets say a serial number. This sheet is my Calibration Log. What…
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New Sheet Summary Fields w/ Control Center
Will the new sheet summary fields be the profile data (metadata) fields for control center or will there still be a need for profile data (metadata) in a summary section at the top of the sheet?
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Creating a calendar that is populated by dates on other sheets
Good day, Right now, we have several events happening in different cities on different days. For each event, we have a separate smart sheet, with individual planning tasks. but we want to have a combined calendar with just the dates of the actual event. I thought that I could do this by linking to the specific cell with…
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Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
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Welcome screen URL - using Smartsheet dashboard in Publish
For URL for Welcome screen content, I created 'Rich Text content' and selected option - 'Require User to click 'Accept' in Account Settings. URL is to a Smartsheet Dashboard and I published it, but when I log back into Smartsheet, unless I am the owner - I don't see the Dashboard message, upon login. As I understand, when…