Has anyone used Smartsheet as a portfolio management solution?
Hello,
I’ve looked into your account and I can see you have a Customer Success Manager. I’ve let them know about your post so they can reach out to you (typically within 3-5 business days).
In the meantime, if you don’t get a response from other community members on this, you could visit our consultants page to see if there are consultants who have worked with other customers in portfolio management. Here is a link to our consultants page: https://www.smartsheet.com/consulting
Hi,
Yes, what would you like to know? How can I help?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I've created a Smartsheets form. When someone submits the form, I want them to automatically be emailed a document that has resources and links, but the document is filtered to only show the content that corresponds with what they selected in the form. Is something like this possible? What types of documents or automations…
I have a sheet that I created in a previous version, and it had a form. I was recently upgraded to a newer version and now my form is not working. I created a new form for the sheet, and it is giving me an error also. Does anyone know what I can do to fix this? The error says Form Unavailable. Sorry, the form you're trying…
Hi, I have read the post from 8/21/25. I am still getting the same error. I am setting up a new device and just download the latest version as of 9/5/25. I am using a Eunivon Smart White Board for touchscreen capability. It is running Android 14. Any help would be appreciated.
