Using Smartsheet

Post a question about using the core Smartsheet application: sheets, forms, reports, automation, dashboards, and more.

Discussion List

  • Column formula with flagged parent/child rows
    In Using Smartsheet
    Hi 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 …
    Answered - Pending Review
    11 2
    Answered - Pending Review 11 views 2 comments Most recent by ejrbean
  • "Copy Row" Automation workflow creates duplicates in final sheet
    In Using Smartsheet
    I 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…
    Answered - Pending Review
    23 3
    Answered - Pending Review 23 views 3 comments Most recent by Sean Egan
  • How to send an Update Request to a non-shared sheet user
    In Using Smartsheet
    Long 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…
    423 7
    423 views 7 comments Most recent by Genevieve P.
  • Deleting a User
    In Using Smartsheet
    Why 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…
    Answered - Pending Review
    135 8
    Answered - Pending Review 135 views 8 comments Most recent by EAllen
  • Want Automated Workflow to Send on Weekdays Only
    In Using Smartsheet
    I 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 …
    Accepted
    5 3
    Accepted Answer 5 views 3 comments Most recent by Andrée Starå
  • Is there a way to show a parent task on a row-sheet report?
    In Using Smartsheet
    I 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…
    Answered - Pending Review
    133 5
    Answered - Pending Review 133 views 5 comments Most recent by [email protected]
  • Looping of tracking numbers and put in different site
    In Using Smartsheet
    Hi 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…
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Genevieve P.
  • What is the current Smartsheet certification process for new users?
    In Using Smartsheet
    Hi - 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…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Heather Duff
  • Problem creating documents with Docusign
    In Using Smartsheet
    We 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…
    Answered - Pending Review
    18 1
    Answered - Pending Review 18 views 1 comment Most recent by Genevieve P.
  • Resource Planning
    In Using Smartsheet
    We 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…
    Answered - Pending Review
    34 1
    Answered - Pending Review 34 views 1 comment Most recent by Genevieve P.