Using Smartsheet

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Discussion List

  • Dynamically populate a drop-down list
    In Using Smartsheet
    Hello, I have two related questions: Is it possible to dynamically populate values in a drop-down list by referencing values from a specific column from either same sheet or another sheet? Once a drop-down value is selected in a web for…
    Accepted
    28 3
    Accepted Answer 28 views 3 comments Most recent by Matthew Muller
  • Taking quarterly goals and putting them into Smartsheet
    In Using Smartsheet
    I have a general table I use to keep track of goals for a sales team. I think they're relatively simple, but I'm having a heck of a time trying to get them into SS. The things I need to track: Goal value - numbers, for example $62,000 Actu…
    Answered - Pending Review
    21 1
    Answered - Pending Review 21 views 1 comment Most recent by KDM
  • How to Create a form that updates part of an existing record?
    In Using Smartsheet
    I have a request tracking sheet where the requestor fills a form to register a new request (record/ row). Later in the process, I need the person actioning this request to open a form that allows selection of any request (record/ row) to b…
    47 views 8 comments Most recent by Paul Newcome
  • Rename sheet does not update Sheet Name (system column)
    In Using Smartsheet
    It appears that renaming a sheet is not updating the sheet name (system column) value. Can anyone confirm that renaming a sheet does not update the system column value? Thanks, Mike
    Answered - Pending Review
    57 6
    Answered - Pending Review 57 views 6 comments Most recent by Mark Barton
  • Is there way to Update an Existing Entry/Ticket Number via Form
    In Using Smartsheet
    IE i have an Automated Number populating in one cell (Creating a Ticket Number) What i would like to do is in Forms. Create a toggle with logic that says if its new then create a new automated number. If it is an existing number then look …
    Accepted
    20 14
    Accepted Answer 20 views 14 comments Most recent by Erik Herbrand
  • connect a cell of a grid with another in a report.
    In Using Smartsheet
    hi I can't connect a cell of a grid with another in a report. is there a way
    Answered - Pending Review
    17 4
    Answered - Pending Review 17 views 4 comments Most recent by Andrée Starå
  • How do I stop a report showing two names, when only one name should appear?
    In Using Smartsheet
    Hi, I have a column titled 'Assigned To' and is only set to only allow one contact per cell. When I run a report and use Group By 'Assigned To' it rolls together some cells which shouldn't be rolled together. Weirder still, if I use the a…
    Answered - Pending Review
    19 2
    Answered - Pending Review 19 views 2 comments Most recent by Kevin O'Reilly
  • Live Data Connector (ODBC) and Microsoft Login
    In Using Smartsheet
    Hi, I'm used to get data from Smartsheet to Excel thanks to the Live Data Connector. However, I can't find a way to use it with a Microsoft login. When the ODBC driver asks for credentials, the only way to access data is through an API key…
    Answered - Pending Review
    21 1
    Answered - Pending Review 21 views 1 comment Most recent by Genevieve P
  • Update request defaults
    In Using Smartsheet
    When you create a new update request from a specific row - there are many preselected columns that you can add or subtract from. Is there a way to change the default selected columns? Currently it appears to be any columns not hidden - whe…
    Accepted
    12 3
    Accepted Answer 12 views 3 comments Most recent by Andrée Starå