Using Smartsheet

Using Smartsheet

Discussion List

  • Dennis Hoshield
    Accepted Answer Dennis Hoshield 18 views 3 comments Most recent by Cory Morris
    First post 07/01/20,Last post 07/07/20
    I would like to set up a single call log, where I could put information into a sheet that would have a cell with a pull down that would populate with unique client names (or ID's) from a column in another sheet. So, when I put a log entry…
    Using Smartsheet183
    Dennis Hoshield
  • hughgpt
    hughgpt 587 views 10 comments Most recent by Vitali Hert
    First post 12/13/18,Last post 07/07/20
    Hi How can I break my sheet up into sections - a bit like swim lanes? I want a solid line going horizontally across the sheet between rows ideally with a title Is this possible? thanks Hugh
    Using Smartsheet58710
    hughgpt
  • Loretta Auld
    Answered - Pending Review Loretta Auld 18 views 1 comment Most recent by RossL
    First post 07/06/20,Last post 07/07/20
    I have a list of Companies and the states they are located in. I want to set up a form so that when the user picks a state, it only displays the companies that are located in that state. Do I have the ability to apply Conditional Logic t…
    Using Smartsheet181
    Loretta Auld
  • L@123
    Answered - Pending Review [email protected] 12 views 5 comments Most recent by Paul Newcome
    First post 07/07/20,Last post 07/07/20
    Is anyone else having issues with embedded sheets in dashboards? One i'm working on developing seems to be popping an error every time I save it. The sheet still saves and the functionality is there, but I don't want to scare users with an…
    Using Smartsheet125
    [email protected]
  • Corentin Dal Farra
    Answered - Pending Review Corentin Dal Farra 16 views 5 comments Most recent by Andrée Starå
    First post 07/02/20,Last post 07/07/20
    Hello everyone, Do you know if it is possible to copy a single row that contains children rows inside, rather than laying out all the children rows ? Thank you for your help, Have a nice day ! Corentin
    Using Smartsheet165
    Corentin Dal Farra
  • Barry Ingham
    Barry Ingham 10 views 1 comment Most recent by Paul Newcome
    First post 07/07/20,Last post 07/07/20
    Hi - anyone got a RFQ model plan or WBS to share?
    Using Smartsheet101
    Barry Ingham
  • DebyBickford
    Answered - Pending Review DebyBickford 14 views 1 comment Most recent by Andrée Starå
    First post 07/07/20,Last post 07/07/20
    Each of my clients has their own workspace with multiple sheets. One of the sheets is a project planner/task list, where each task is assigned to an employee. We have 50 + clients and you have to go into each workspace and click on the pro…
    Using Smartsheet141
    DebyBickford
  • Mike Rini
    Answered - Pending Review Mike Rini 11 views 1 comment Most recent by Andrée Starå
    First post 07/07/20,Last post 07/07/20
    Hi All - I was wondering if anyone had looked into this - it's kinda of a workaround to a problem I know there's not a solution for. I'm trying to get a Status column changed/updated based on a User submitting an Update Request (to alert m…
    Using Smartsheet111
    Mike Rini
  • Benny Neufeld
    Accepted Answer Benny Neufeld 69 views 10 comments Most recent by Benny Neufeld
    First post 06/17/20,Last post 07/07/20
    Hi, I have a Inventory Sheet with list of items and also the quantity of each item. I also have products that use various items from the Inventory list, for example: Product #1 = 2 screws, 1 sign, and 2 hooks. And the way I have set it up …
    Using Smartsheet6910
    Benny Neufeld
  • Bhushan Shelat
    Answered - Pending Review Bhushan Shelat 20 views 1 comment Most recent by Sean Morgan
    First post 07/06/20,Last post 07/07/20
    We have a 2 week rotating employee schedule and we want to mirror that into 14 daily sign-in sheets for our staff to use daily. We want to incorporate formulas to identifying individuals that are off/PTO and replacing them with Relief empl…
    Using Smartsheet201
    Bhushan Shelat
  • Olivia Doiron
    Answered - Pending Review Olivia Doiron 15 views 2 comments Most recent by Andrée Starå
    First post 07/06/20,Last post 07/06/20
    When using the above automation how do you get the moved/copied row to populate at the top of the destination sheet. When the row that I have moved/copied populates, it is populating on the 25th row of the destination sheet.
    Using Smartsheet152
    Olivia Doiron
  • Victoria Lively
    Answered - Pending Review Victoria Lively 12 views 1 comment Most recent by Andrée Starå
    First post 07/06/20,Last post 07/06/20
    Is there a way to send automated calendar invites to something like Google calendar (preferred)?
    Using Smartsheet121
    Victoria Lively
  • Nick Carey
    Announcement Nick Carey 39 views 0 comments Started by Nick Carey
    First post 07/06/20,Last post 07/06/20
    Are you an IT Administrator or do you use Smartsheet for your IT PMO, or are you looking for the best ways to use Smartsheet in IT?  Join us Wednesday, July 15, from 10-11 a.m. PDT for our #CanDoCommunity Live Q&A!  We'll have a speci…
    Using Smartsheet390
    Nick Carey
  • Sborror
    Answered - Pending Review Sborror 12 views 1 comment Most recent by Stefan
    First post 07/06/20,Last post 07/06/20
    I have several projects that are keep the lights on/maintenance type of projects but I want to show their start/stop dates so that they show up on the gantt view. Is there a nifty way to do this other than just adding maybe EOY end dates?
    Using Smartsheet121
    Sborror
  • AdminAcacia
    AdminAcacia 52 views 2 comments Most recent by RISHI JAIN
    First post 11/05/18,Last post 07/06/20
    Hi Does anyone know how to set auto-refresh on published reports? 
    Using Smartsheet522
    AdminAcacia
  • lmilner53646
    lmilner53646 37 views 2 comments Most recent by Victoria Lively
    First post 07/06/18,Last post 07/06/20
    Is there a way to create an automated appointment link like travel sites do once you book your dates?  I created a webform for Time Off requests for our Sr. Managers.  I would like to be able to send them a link to add the request to their…
    Using Smartsheet372
    lmilner53646
  • Gordon
    Accepted Answer Gordon 23 views 3 comments Most recent by Gordon
    First post 07/01/20,Last post 07/06/20
    Hello, I have an approval request workflow setup that sends data input from a Smartsheet form. Unfortunately, some of our approvers are losing the approval request email in their inbox or not responding to the approval requests in a timel…
    Using Smartsheet233
    Gordon
  • Sergio Mola
    Answered - Pending Review Sergio Mola 15 views 1 comment Most recent by Stefan
    First post 07/03/20,Last post 07/06/20
    I would like to create a tool that creates different Gantt Charts based on the 3 simple parameters chosen by the user. As a user I want to fill a form where answering to 3 simple questions I get the correspondant Gantt chart according to t…
    Using Smartsheet151
    Sergio Mola
  • Mike Rini
    Answered - Pending Review Mike Rini 34 views 6 comments Most recent by Mike Rini
    First post 04/29/20,Last post 07/06/20
    I'm working on creating a Automated workflow so that when I change a status, it triggers an Update Request to someone. I want to set the Status to a Default Value (so the user doesn't have to select something) so it then triggers another u…
    Using Smartsheet346
    Mike Rini
  • Deepa SP
    Answered - Pending Review Deepa SP 16 views 2 comments Most recent by Deepa SP
    First post 07/06/20,Last post 07/06/20
    I am relatively new to Smartsheet and would like to present a visual timeline (not a Gantt) on Dashboard. I am unable to find any information on that, but would like to check if any of you have tried this option. Thanks
    Using Smartsheet162
    Deepa SP
  • Geoff Baker
    Answered - Pending Review Geoff Baker 93 views 16 comments Most recent by David Gill
    First post 03/21/20,Last post 07/06/20
    Hello, I am running a 3 stage approval process. If stages 2 or 3 REJECT the approval I have it setup to "Alert" the Stage 1 approver. (Image) I have triggered the workflow now 3 times and each time REJECTED the approval at stage…
    Using Smartsheet9316
    Geoff Baker
  • steinbeb
    Accepted Answer steinbeb 22 views 2 comments Most recent by steinbeb
    First post 07/01/20,Last post 07/06/20
    Cannot send update request to one specific user; testing reveals message re: "recipient has unsubscribed from this action" - how is this opt-out set; is it global across all sheets specific to one sheet; can an admin override? T…
    Using Smartsheet222
    steinbeb
  • sahilhq
    Answered - Pending Review sahilhq 13 views 1 comment Most recent by Andrée Starå
    First post 07/03/20,Last post 07/06/20
    Hi, Is there a way to reneame the error message Smartsheet charts show ("the source data for this chart has been changed") when there is no data in the underlying report it's being driven from? I have set up my charts in such a w…
    Using Smartsheet131
    sahilhq
  • Jackie Callahan
    Answered - Pending Review Jackie Callahan 10 views 1 comment Most recent by Andrée Starå
    First post 07/05/20,Last post 07/06/20
    hello! I have a sheet for a menu of options. We are building kits of different swag items and the sheet has 5 different options with different price breaks. I'd like a sales rep to be able to go in and select different options then see a k…
    Using Smartsheet101
    Jackie Callahan
  • Rgioffre
    Answered - Pending Review Rgioffre 9 views 1 comment Most recent by Genevieve P
    First post 07/02/20,Last post 07/06/20
    Im am trying to setup a gantt chart for for our production department but am hiving some trouble figuring out how it works. We dont typically use start/end dates but rather work with estimated hours for a project. What ive noticed is that …
    Using Smartsheet91
    Rgioffre
  • Mandi
    Date search and return?Accepted Answer
    Accepted Answer Mandi 11 views 3 comments Most recent by Genevieve P
    First post 07/04/20,Last post 07/06/20
    Is there a formula to search a row of dates and return the latest in a column?
    Using Smartsheet113
    Mandi
  • Carol Krafka
    Answered - Pending Review Carol Krafka 15 views 2 comments Most recent by Genevieve P
    First post 07/02/20,Last post 07/05/20
    My worksheet has 10 columns. My form uses 8. I duplicated the form and I have ready access to the 8 columns in the form but I need all 10 now. I don't know how to pull the additional 2 from the sheet. Any advice?
    Using Smartsheet152
    Carol Krafka
  • QueenD
    QueenD 193 views 2 comments Most recent by Harley Esguerra
    First post 10/18/18,Last post 07/05/20
    Hi there, Okay, so here's what I'm trying to do. Our team is using a smartsheet schedule and within that schedule, is a bunch of sub-schedules, that all work together in glorious harmony :) Up until now, I've been able to use the Predece…
    Using Smartsheet1932
    QueenD
  • Antoine Retaggi
    Answered - Pending Review Antoine Retaggi 36 views 5 comments Most recent by Alberto Ferrari
    First post 02/25/20,Last post 07/03/20
    Hello, From what I have seen it's not possible, but I can't understand why, is there a way to have the gantt chart timeline displayed only for the period of the project (beginning the first month of the project and ending the last month fo…
    Using Smartsheet365
    Antoine Retaggi