Using Smartsheet

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Discussion List

  • Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
    In Using Smartsheet
    Here's my current workflow and I know there must be a better way. I have a TEST Smartsheet that matches a LIVE Smartsheet In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the…
    Answered - Pending Review
    14 5
    Answered - Pending Review 14 views 5 comments Most recent by Andrée Starå
  • Is it possible to have a report that is editable by people who dont have access to the source sheet?
    In Using Smartsheet
    Within the company I work for we have a source sheet with all our projects in. We need to be able to enable external (sub contractors) people to sign a report which auto fills information into the source sheet. (check boxes) This is so we …
    Answered - Pending Review
    23 5
    Answered - Pending Review 23 views 5 comments Most recent by Andrée Starå
  • Why do attachments not work with Alerts?
    In Using Smartsheet
    I created an automated alert and selected the advanced columns to include the attachment but the recipient doesn't get the attachment. It works if I use an update request but I'm not really asking them to update anything. Should Attachme…
    Answered - Pending Review
    44 7
    Answered - Pending Review 44 views 7 comments Most recent by Andrée Starå
  • Is there a way to pull only the children into the report?
    In Using Smartsheet
    I am trying to have a report that shows only the lowest indented children in it. I am working on a sheet that has 4 level of indents. Workstream (indent 0), Project (indent 1), Milestone (indent 2) and Activities (indent 3). The report nee…
    Accepted
    12 3
    Accepted Answer 12 views 3 comments Most recent by Andrée Starå
  • Email received from automation
    In Using Smartsheet
    Hi all, I set up an approval request workflow: when the sheet is ready for review, smartsheet will send me an email for approval. I got notification in smartsheet website right after the row was changed to ready for review. However, there'…
    Answered - Pending Review
    26 16
    Answered - Pending Review 26 views 16 comments Most recent by Andrée Starå
  • How do I add a sheet tame to calendar view when running a report?
    In Using Smartsheet
    I'm working on a production schedule. I have multiple smart sheets for tracking each job's production dates, such as drafting, procurement , production, etc. The I run a report to create a calendar so that I can visually see where each job…
    Accepted
    11 4
    Accepted Answer 11 views 4 comments Most recent by Andrée Starå
  • Formula help: log a date in sheet 1 when all tasks assigned to me in sheet 2 reach a certain status
    In Using Smartsheet
    I am wanting to create a formula for the below scenarios, but am not sure how I would go about it or if it is feasible - For each new job, we create a sheet to log POs and subcontracts needed, and a second sheet to track project deliverabl…
    Answered - Pending Review
    2 3
    Answered - Pending Review 2 views 3 comments Most recent by Andrée Starå
  • Stop the additional columns when moving
    In Using Smartsheet
    Greetings, We are living a nightmare with Smartsheet. It's a short question. Is there a way to move a line from one sheet to another without having every column pulled from that sheet. We have orders that move through different stages and…
    Answered - Pending Review
    9 3
    Answered - Pending Review 9 views 3 comments Most recent by Sinema
  • Verifying a submission done via personalized form
    In Using Smartsheet
    I have a data sheet that is populated by individual forms for the purposes of reporting hours worked towards specific projects., I need to create a report, or ?, that the individual users can run to see what they entered for verification p…
    Answered - Pending Review
    14 4
    Answered - Pending Review 14 views 4 comments Most recent by Andrée Starå
  • How to setup alerts to notify others, not the one making the change?
    In Using Smartsheet
    Hello, In a sheet where there is an "Assigned to" column that can be multiple contacts. If individuals A, B, C are assigned a task on Row 1 and individual A makes a change to the row, how can you setup the alert automation to in…
    Answered - Pending Review
    17 4
    Answered - Pending Review 17 views 4 comments Most recent by Andrée Starå