Using Smartsheet

Want to know more about using forms? Interested in better understanding automation? Want to see what's possible with dashboards? Post your question or discussion to Using Smartsheet.

Discussion List

  • Forms Announcement: New enhancement for conditional logic
    In Using Smartsheet
    Hi Community, As the PM for Smartsheet forms, I read and appreciate every piece of feedback that you submit. Since we released conditional logic for forms last spring, one of your most frequent requests has been the ability to conditionall…
    173 5
    Announcement 173 views 5 comments Most recent by Casey DuBose (Jalubro Consulting)
  • Request or Transfer Workspace Ownership in Smartsheet
    In Using Smartsheet
    Hi Community,  Great news! As a licensed user, you can now request ownership of a workspace from the current owner, or transfer ownership of a workspace that you own to a new owner. Now, if someone leaves the organization, or project owner…
    Announcement 43 views 4 comments Most recent by Andrée Starå
  • Introducing a new report builder plus grouping and summary for reports
    In Using Smartsheet
    Hi Smartsheet Community,  Starting today, you’ll see some changes in reports, with the release of a new report builder plus the addition of two top customer-requested features that help you create more powerful and informative reports: gro…
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    Announcement 1.3K views 47 comments Most recent by Andrée Starå
  • Update Request Confirmation Email Change
    In Using Smartsheet
    Hi Community, As many of you know, Smartsheet has always sent a confirmation email anytime someone responds to an update or approval request. Based on customer feedback, we have made the confirmation optional. Each respondent can now opt i…
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    Announcement 367 views 4 comments Most recent by Bassam.M Khalil
  • New Forms Enhancements - Symbol images and unrestricted dropdown
    In Using Smartsheet
    Hi Community, I’m pleased to tell you about two enhancements we just released for web forms and the form builder. First, it is now possible for web form respondents to select list values and/or enter their own values in the same contact …
    449 3
    Announcement 449 views 3 comments Most recent by Bassam.M Khalil
  • Document Builder not mapping into form fields
    In Using Smartsheet
    Hi folks, Just before Christmas I started playing with the Document Builder to generate our supervisors' monthly reports and it was working a treat, but I've just come back and tried to generate a report and some fields are coming up empty…
    Answered - Pending Review
    14 2
    Answered - Pending Review 14 views 2 comments Most recent by Iris Riddell
  • Purchase Order with multiple Items/Rows (in a Form)
    In Using Smartsheet
    How do I build a Purchase Order ( using form) that will allow the user to add more rows ( items ) in the Purchase Order. I have a field that says "Add more Item" and the response is a single select dropdown Y/N I've tried to us…
    29 10
    Accepted Answer 29 views 10 comments Most recent by Andrée Starå
  • Question on Grouping
    In Using Smartsheet
    This discussion was created from comments split from: Introducing a new report builder plus grouping and summary for reports.
    Answered - Pending Review
    29 2
    Answered - Pending Review 29 views 2 comments Most recent by SoS | Dan Palenchar
  • Card View for Reports
    In Using Smartsheet
    All,  Has there been any progress with adding card view to reports?  Has this been an approved feature and scheduled for a release? Our company has been pushing a move to JIRA because of the gap with smartsheet in allowing our teams to vi…
    1443 18
    1.4K views 18 comments Most recent by Theresa Horner
  • Workflow is not working
    In Using Smartsheet
    Hi there ; i have a workflow but it is not working even i checked everything , what should i do ? with whom i can colve this ıssue ? could you give me any advice pls
    9 4
    Accepted Answer 9 views 4 comments Most recent by Erhan_79
  • Designing stock management, kit assignment and ordering process.
    In Using Smartsheet
    Hi. Can anyone help me keep my design simple for the following inventory management scenario. My colleague works in IT and used excel to try and manage his stock of kit that he needs to deliver to our VIP's on demand. I created a smartshe…
    13 3
    13 views 3 comments Most recent by stuartr
  • Is there a way to update source sheets for multiple reports?
    In Using Smartsheet
    We created about 30 reports. Each of them is taking the data from multiple sheets (each sheet is a project that our team is working on.). When we add a new sheet (new project), we have to go through each report one at a time and add the ne…
    Answered - Pending Review
    22 1
    Answered - Pending Review 22 views 1 comment Most recent by Andrée Starå
  • Secondary Notification Automation -
    In Using Smartsheet
    I have a request form built that will be released throughout our region. Based on which office location is selected, a designated person will receive a notification that a new line has been added to the sheet through the form. Example: …
    Answered - Pending Review
    16 1
    Answered - Pending Review 16 views 1 comment Most recent by Andrée Starå
  • Sheet is not visible in the folder it's located in, can only find it by using search feature.
    In Using Smartsheet
    I'm the owner of the sheet and I'm also the owner of the worskpace the folder is located in. How can I make it visible?
    Answered - Pending Review
    15 1
    Answered - Pending Review 15 views 1 comment Most recent by Andrée Starå
  • Mail "From" changing
    In Using Smartsheet
    Hi there , i would like to learn that , is it possible to change the " from " section on notification mails which are sending from smartsheet.I mean for example when i send a request , the mail seems sending from " the nam…
    Answered - Pending Review
    10 1
    Answered - Pending Review 10 views 1 comment Most recent by Andrée Starå