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E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
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Trying to avoid a circular argument problem
I have an automation that looks for today's date under [Next Run Date]. If its today, the automation does its thing. Once the Run is complete, I now need the Last Run Date to be today's date so it pushes the [Next Run Date] into a future date. The [Next Run Date] is determined by adding the date under [Last Run Date] and…
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Copy row to new sheet without formatting?
I have a workflow that copies new rows in a sheet to another sheet. The formatting is copied along with the row (cell colors). Is it possible to copy a row without the formatting? Thanks!
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Copy row without formatting
It would be very helpful if the automation to copy a row from one sheet to another could be done without the formatting going along for the ride. It's tedious to have to undo formatting from the source sheet in the target every time a row is added.
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Override Column Formula
Hi, I have a column that uses a column formula to automatically calculate a date based on other columns' criteria. However, we sometimes need to manually adjust the date and override the column formula. Is there a way to do this? Thanks!
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Fiscal Quarters in Timeline View
It would be great to have user definable fiscal quarters in the new Timeline view. Also, as I am creating this discussion, there isn't a tag for Timeline View yet 😁
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…
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Workflow not triggered when row changes
I have a two workflows to update Status and %Complete when either is changed by the user. For example; If %Complete is not 100% and Status is changed to Complete, then update %Complete to 100%. The trigger does not activate and row values do not change. Is there a delay or some other action needed to trigger?
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2025 Pricing for guests who are editors?
Hi all, relatively new to Smartsheet for our business paying for 3 licensed admin. We're on the "Business" plan. We have 20 contractors who are guests and editors on one Smartsheet, updating a few cells like date they completed their work and status. We were told there is liklihood that soon those 20 guests will soon have…
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Dynamic Views Inventory
Hi, I'm a system admin and am looking to pull a list of all the Dynamic Views across our organization. Is there a way to get an inventory of all Dynamic Views created, including those that I'm not shared to?
