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PDF Fillable form loses fillable fields after it is generated through Smartsheet
We created a fillable form using Adobe Acrobat and use that as the mapping for our workflow automation to generate a document. We require a digital signature after the PDF is generated, but the digital signature option on the form does not copy over through the generating of the PDF. The formatting has copied over in the…
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Adding WorkApp User: Sometimes it worked, sometimes it don't
I've been having issues with adding a user to the WorkApp this week. Normally the pop up notification after you successfully added a new user is "contact@email.com" has been added to "role name" and notified" Now there's specific email addresses that even if how many times I tried to add them to the WorkApp, the…
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Get a Countif on values in a multi-select column of cells
I am trying to write summary formulas to determine how many values appear of each in the drop-down of a column. I tried adding a wildcard, I have tried HAS, and tried CONTAIN, but I'm still not getting the right values. Currently I am getting 0 as a return value on this formula: =COUNTIF([ROI Type]:[ROI Type], HAS([ROI…
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Formula to sum cells in another sheet based on criteria
I am trying to create a summary sheet based off information in another sheet. Here is my formula that is not working: =SUM(COLLECT({Reserved}, {Cancel} = 1, MATCH(Locations@row, {Location}), 0)) So I if the cancel cell is checked then I want it to match the location from one sheet to another and then if they match, sum up…
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Index Match
I am attempting to eliminate the #No Match in my formula for the "Duplicate" column. If the return is no match leave cell blank and if the Zip column is blank leave the Duplicate column blank as well. Current Formula: =INDEX({Safety Zones Production Range 2}, MATCH(Zip@row, {Safety Zones Production Range 1}, 0)), works…
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Folder-level permissions
I have a Workspace with folders for different teams. Is it possible to give access to certain folders and not the entire workspace? Currently I am giving everyone viewing access to the Workspace and the editing access to specific sheets. It would be nice to manage the access rights on folder level
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Automation action to Record <Current User>
It would be great if we could have a new Automation Action to 'Record the <Current User>'. This would be useful for checklists where we want to capture the User who ticked a checkbox column, as well as the date on which it was ticked. Currently, we can only use the 'Record a Date' automation action for the latter part of…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Converting email addresses with hyphenated First and/or Last Names
I am trying to convert email addresses into a Name field with the employee's First and Last Name, capitalizing the first character of each part of the name and keeping the hyphen in any part of the name that has one. I started with hyphenated first names so taking shmoe_joe-bob@company.com and converting it into Joe-Bob…
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Multi-select Dropdown and multiple values
Hi community! Looking for some guidance please! :) I need a column capturing the number of specific job roles associated with project. e.g. Job Roles ---- Product Manager Delivery Manager Software Engineer Software Engineer Tester Tester I don't think this can be done via a multi-select dropdown with multiples of the same…
