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Expiration Date Automation
I have a column called expiration date and another called proposal status. When the date is in the past in the expiration date column , I want the cell in the proposal status column to change to "expired" How do I set this up?
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User-selectable "Sticky" Form Response Fields
Allow users to indicate responses as "sticky" so they are prepopulated when the form refreshes. This would be helpful when users need to create groups of multiple form entries where some responses will be the same for each entry within a group, then need to change when starting the next group of entries. In my case, we…
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Can Smartsheet provide better support?
I am experiencing what feels like an endless cycle of seeking support without receiving genuinely helpful assistance. Our team has been attempting to set up Single Sign-On (SSO) for our account for several months. Just today, we were informed that a different individual would be responsible for initiating our request,…
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Generate Docs - How to fix Font Size Issues - a guide
I'm was using Generate Form to create a PDF I needed. While I was getting the content I needed, the font size in the form was wonky and inconsistent. The first 3 fields were in LARGE FONT size while the rest were a standardized. I don't know why or how the this happened. I was able to find a solution after an hour + of…
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Discrepancy between Seat Type and User Roles sections
Hi experts, I've been experiencing a couple of issues with the two User sections. User info doesn't automatically update between sections. I've removed colleagues using the Seat Types section, and then find they are still listed on the User Roles side. Is there an update lag? Or must they really be removed in duplicate?…
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Welcome to the Project Management Office (PMO) Community!
This is a space for Smartsheet users that work in Project Management Office (PMO) functions to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform your specific use case. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and…
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Welcome to the Financial Services Community!
My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. Our Smartsheet team will…
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Board View - Right Panel - Text No longer "Wraps"
It seems the header/title in Board view when the right side panel opens, no longer wraps. this makes this section very long if you have a mid to longer length header to the point you may not be able to even get to the Attahcments and Conversations section. Can you please update this so that the header/title wraps and the…
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Who works for USACE?
I am trying to connect with USACE employees to network and collaborate with to exchange ideas and information in order to not recreate the wheel. I work as a Realty Assistant and I have very little knowledge of how to fully utilize Smartsheet. Thanks
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How Can I use Smartsheet Bridge to copy a single row to another sheet
I am new to using Smartsheet Bridge and am struggling to find good training / reference material to help me leverage this tool. Hoping to get some guidance on setting up a Bridge workflow to capture previous week's status info and copy the full rows to another history sheet that can be used for trend analysis/reporting.…