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Workflow > Declined | How do I add another action at the end without messing up the current actions.
I have this set up on the Declined state. However we want to add another action, but adding another action (clear a cell) prompts me the thing below. Is there a way to add another action without recreating the subsequent actions? Maybe an add button at the bottom?
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Download attachments from multiple rows
I'm trying to download attachments from multiple rows all at once rather than selecting a row and then selecting download since there are MANY. The only option I see is done in true Smartsheet fashion. I select All in the attachment summary and then I can scroll through the thousands of files that are in a completely…
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VLookUp Formula
Hello - I would like to use a VLookup formula to pull dates into a column of a sheet I'm working on. The scenario: Column 2 needs to pull in a date from the reference sheet for the same company of the row i'm working on. The company name may not be exact. Example: Sheet 1 - work in progress Column 1 Column 2 Company name…
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Assistance with Cross-Sheet Formula for Matching Keywords in Smartsheet
Hi Smartsheet Community, I'm trying to create a formula in Smartsheet to match specific keywords in a column from a referenced sheet and return corresponding Risk IDs. However, I keep encountering the #INVALID REF and #UNPARSEABLE errors, and I need help understanding what might be wrong. Here’s what I’m attempting to do:…
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How can I copy data from one sheet to the next?
I have a reference sheet and I want it to copy certain columns to another sheet upon form submission. I have been trying for hours and cannot find a solution. For example the for submits trailer id, serial number, imei, and location i want it to only move over trailer id and imei to next sheet. Currently I am using a…
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I can't see the Plan Insights option from the Admin panel
I'm an Admin on an Enterprise plan and tried to follow this : Admin Center: Plan Insights | Smartsheet Learning Center But cannot see the option, can you please advise? Thanks.
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Can I comment and tag a SmartSheet Group in the comments/email?
I have found older posts that this is not an option through SS although I have been told it is by someone at SmartSheet. I was told that I could @groupname to ensure all parties (or a subset of those to whom the sheet is shared via setting up different groups) are sent comments vs. having to go into SS and review for…
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Best Template for Task
If my goal is to handle the overall progress of a number of projects, which template would be best to start with? It will be for the whole lifecycle - from application, setting meetings, follow up paperwork filled out and submitted, check ups, and request for final research results. It'll likely be laid out in a sequential…
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How if a box is checked it any point in the process it will mark it checked for that section
I have sheet that has many items on one that all have a similar process. If one is marked sold at any point (any child step) it will check all the sold for that particualr parent and children. This will stop the notification for that particular item. I do not want it to check the boxes for the whole column because it will…
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PDF Export Improvement
When I export a Gantt chart to PDF (Entire sheet, all dates, letter, default margins, landscape orientation, fit to width), the task bar labels get cut off on the right side. I tried changing the scaling options, but the task labels toward the end of the project always get cut off. The same thing happens when I export to…
