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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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What happened to Default View?
Hello, I'm no longer seeing the default view option in my sheets. For example, we have a shared PMO Calendar that was previously set to "Calendar View." When I accessed it recently, I noticed that the default filter option is no longer available. Has this functionality been removed? We recently moved to Enterprise, but I'm…
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File Library - thoughts
Before File Library, we set up our workspaces by Department - for example our Graphics and Merchandising Department work together so the folders that belong to all of Merch and all of Graphics Team are in one Work Space. Now that we have File Library, this doesn't really make sense if I want to use it for example a Library…
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Ability to add Comments or Notes through the Approval Request automation
Currently the Approver can only review the Approval Request and only either can "Approve" or "Decline". Is it possible to add the functionality to add Comments / Notes with the approval or decline action directly through the approval request (without needing to open the sheet and edit certain column) to add comments or…
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How do I display the username of a modifier of a specific column?
I am attempting to display the username of a specific column using an automation workflow. I want for a user to be able to scan a barcode into column A, and for their credentials and time/ date of the barcode scan to be displayed in the next two columns. However, I want the credentials and time to be displayed of the user…
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IF function in an INDEX formula
Hi - My below index formula works to capture the "2.0 Status" field; however, I am trying to incorporate an another piece to this formula that includes a job number. Not sure if its an IF or AND or additional INDEX function, but i want to pull this 2.0 status based on the "Project Kickoff Rec'd" line in the task AND for…
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Unhiding the Menu Bar within Reports
Hey there everyone! I feel that I am pretty competent in Smartsheet, but I can't figure this simple thing out...Somehow I hid the Menu Bar within one of my reports and I can't figure out how to get it back. Anyone know how to assist?
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Automation Where One Row Changes Other Rows
Hello Smartsheet Community! New admin here and I'm not sure if the answer to this question is simple or complex. Basically, I want to build an automation that when a top level row in the hierarchy changes Status (column) to "Complete", I want other rows to update their Status as well. My logic uses a hidden column Trigger,…
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Copy rows from one sheet to another including the attachments
Hello, is it possible to copy a number of rows with their attachments from one sheet to another without losing any information?
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