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

  • Is it possible to change the definitions attached to the symbols?
    In Using Smartsheet
    To make it easier when asking others to complete a form, is it possible to change the 'Yes, No, Hold' definitions?
    Unanswered
    7 0
    Question 7 views 0 comments Started by Vanessa Cavagnaro
  • copying row to top of another sheet via automation
    In Using Smartsheet
    Hello, I have an automation in place that copies a row from one sheet to a secondary sheet but adds it to the bottom. As we're using this for a new hire process, I'd like the row to be added to the top of the sheet when copied. I have a co…
    Accepted
    10 3
    Accepted Answer 10 views 3 comments Most recent by Andrée Starå
  • Daily Emails / Sheet Change Emails Time
    In Using Smartsheet
    We're having a client, who pays around $40k a year to Smartsheet looking at alternatives now, because the emails are getting out of hand and being at 11pm. So they're being bombarded with a ton of alerts waking up some on-call employees in…
    Unanswered
    8 0
    Question 8 views 0 comments Started by NBurrus
  • Can workflows include rules to move rows only if not present on the recipeint sheet?
    In Using Smartsheet
    Hi, I am creating a "customer information system", where the customer will fill out a form with contact information ext. It will populate a sheet with added info including ticketnumber and delivery document information. I want to…
    Answered - Pending Review
    8 1
    Answered - Pending Review 8 views 1 comment Most recent by Andrée Starå
  • Metrics Sheet Pulling from Reports
    In Using Smartsheet
    Hello All, I'd love to know if its possible (or a workaround) for creating a metric sheet to use in a dashboard using data from reports. We have 90+ Sheets that we can easily pull data into a report but its hard to get that into a meaningf…
    Unanswered
    13 0
    Question 13 views 0 comments Started by Techspan CT
  • Trying to use IF DATE and auto number together in a formula
    In Using Smartsheet
    I am trying to link a date column with the day of a plants life cycle. If a plant was "born' on June 7th (Date column), then I want the "Day of Life Cycle" to be "Day 1" and June 8th to automatically populate as Da…
    Unanswered
    10 0
    Question 10 views 0 comments Started by Sarah_lee123
  • 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…
    Accepted
    475 21
    Accepted Answer 475 views 21 comments Most recent by David Bock
  • Excel refresh failure while uploading on teams or sharepoint
    In Using Smartsheet
    I am downloading the reports from smartsheet to excel with the help of data connector.There is no issue when refreshing the connection in my local drive, but getting error "Failed to refresh error" when I upload the same file in…
    Unanswered
    9 0
    Question 9 views 0 comments Started by Arjun M
  • Identifying Duplicates in a column
    In Using Smartsheet
    Hi, I am trying to identity duplicates in a column on a smart sheet but I don't think I am doing to formula correct. I did add a flag column and tried to enter the formula in there but its not working. I want to identify if there are a…
    Answered - Pending Review
    6 3
    Answered - Pending Review 6 views 3 comments Most recent by Andrée Starå
  • Document Builder - Downloaded File Size
    In Using Smartsheet
    Hello, I understand you have to have a fillable PDF when using document builder to map your sheet fields, which already run as a large file. When I generate a document with the populated fields, the file size becomes much larger. Is ther…
    Unanswered
    11 0
    Question 11 views 0 comments Started by Barbara Duran