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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
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Comments in report widget
I have a report pulling in the info I need from a master, and then am using the report widget in my portal to display the contents of the widget. However, within the report widget I can't see the comment bubble/view comments. Is there a way to see comments from within the portal? Thank you!
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VLOOKUP vs. Reports
I have created a training checklist template that I am planning to copy as new for each new manager we hire (upwards of 100). I am currently using a Report to pull data from these checklists regarding the managers & their training progress, and will need to roll-up this data in a variety of ways for different program…
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Row Update vs. Added Alerts
I specifically set up an alert rule to notify me when rows are updated in a sheet and intentionally left added unchecked, but Smartsheet treats adding a row as an update and sends me notifications every time a row is added. Please correct this issue.
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Day totals for multiple child rows?
Is this a bug? Why can I not get the parent level row to show day totals, for all of it's child rows?
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Removing duplicate types in an output report
I have a report that shows the output of staff within a department. It shows all the publications and events they are working on. I am looking to build the report so that it does not show duplicates of the same type of output by the same person. For example, Staff member A is running 10 roadshow events throughout the year.…
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Resource Plan
Hello, I have some questions using Smartsheet Resource Plan below I knew that we can create a standard resource view on each project sheet, using start / end date of duration and make it as % allocation Do you think that this is possible to select one project from the entire project list or force to select one set of…
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Gantt view dates don't show correctly . . .
The dates shown in the Gantt view bars do not show line up with the actual dates stated in the Start Date and Finish Date columns - it is out of line by about 6 months. In the attached screen shot, for the overall project the Finish Date is 26/02/2021, but the Gantt bar shows the finish to be in middle of Q4 2021. It is…
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New row addition in sheet based on flag from seperate sheet
I think the request is best summarized as an example. I am using a sheet to track daily client updates. In those updates, I have a column that includes the client name and another column that includes a flag to mark if the client had an outage. When that flag is marked, I'd like for a row to be created automatically in a…
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Single-Use Web Form
Hello, Maybe I'm missing something here that already exists, but we want the ability for single-use web forms. For example: I want to conduct a 360-Feedback survey with some of my team members. I send the web form to 30 employees. A week later, I ask around to see who has completed the survey and only 20 people say they've…
