Using Smartsheet
Post a question about using the core Smartsheet application: sheets, forms, reports, automation, dashboards, and more.
Discussion List
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Column formula with flagged parent/child rowsIn Using SmartsheetHi all, I wrote a formula that would cause the parent row to be flagged if any of the child rows were flagged: =IF(COUNT(CHILDREN([Protocol ID]@row)) > 0, IF(COUNTIF(CHILDREN(), 1) > 0, 1)))) I want to be able to convert this to a …
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"Copy Row" Automation workflow creates duplicates in final sheetIn Using SmartsheetI have one sheet where we catalog all the estimates that we do. Each row is an estimate and there's a column that has the contractor for that job. I made a workflow where this sheet copies each row that is marked with a specific contractor…
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How to send an Update Request to a non-shared sheet userIn Using SmartsheetLong story short: How do I request an update to someone who does not have access to the source sheet? Facts: We have a business development pipeline sheet that is owned and maintained by the implementation team. We add a new row with ea…
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Deleting a UserIn Using SmartsheetWhy is it when I delete a user that they are still included in Workflows? Wouldn't it make sense that if a user is deleted, that they be deleted from everywhere in Smartsheet? Why must I manually remove that person from every workflow in e…
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Want Automated Workflow to Send on Weekdays OnlyIn Using SmartsheetI feel like this question has a simple answer and I must be missing something but how would one create a "update reminder" workflow that is sent out on weekdays only? I have one now that is sending 7 days a week when I only want …
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Is there a way to show a parent task on a row-sheet report?In Using SmartsheetI am creating a report, pulling from multiple sheets, that shows upcoming tasks in the next 7 days. The problem I am running into is that there is no hierarchy shown on the report. I get a list of tasks, but I do not know what 1) sheet the…
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Looping of tracking numbers and put in different siteIn Using SmartsheetHi Everyone, I have scenario where I have the Column "Tracking Number", I need to pull each tracking number and put it on so and so Site, then find delivery status for those tracking number and then Update into Smartsheet. Is the…
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What is the current Smartsheet certification process for new users?In Using SmartsheetHi - please could someone direct me to the current Smartsheet certification process for new users? I understand there are training videos Levels 1-3 but there also used to be 7 courses available followed by a Smartsheet Product Certified U…
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Problem creating documents with DocusignIn Using SmartsheetWe are trying to use Smartsheet to both import data from our sheet to a form, and send that form for signatures. We have discovered that when you are going to map to a template, Smartsheet is automatically logging the user in to whoever h…
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Resource PlanningIn Using SmartsheetWe use the SmartSheet Resource Management tool and we'd like to place holds for certain team members throughout an extended period (say a quarter). However, in order to have their time accurately depicted in the RM tool any LIVE projects a…
