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Users Submitting From Excel to Existing Sheet
Goal: I'm looking for a way for employees to copy/paste or upload new rows of data from Excel into Smartsheet without seeing the full sheet and ideally without needing a Smartsheet account. Project Overview: I'm building an expense report system where employees submit weekly expenses for review and approval. Currently,…
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Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…
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Add new rows/line items in reports
Bi-directional information is what makes reports awesome. Being able to add new rows directly within a report would be helpful if I only want some people working in a certain report so that they only see certain information. They could then work directly within that report and not have to bother with other reports/sheets.
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Help with INDEX/DISTINCT Not Working!!
I have the following formula: =IFERROR(IF(Auto@row = 0, "COMPANY NAME", INDEX(DISTINCT({Company Name}), [Row ID]@row )), "") Problem is - it has stopped working. It pulled out the first 115 vendors out of 425 items, and then stopped. Is there a maximum number of distinct items it will pull into a list? I do not see any…
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Add Package Count Based on Customer
I have a sheet with a list of customers in one column, and then the following columns are City, Monday, Tuesday, Wednesday, Thursday, Friday. I need help with a formula that I can put in my sheet summary so that if the customer column says Staples (It can say this in multiple rows) that it will tell me the total package…
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Track changes in a data element over time
A customer of mine would like to be able to see what rows in a project plan have changed their task status over a given period - probably a week. A scenario would be in preparation for a weekly team update meeting, the customer would like to be able to see a summary of what has changed from 'Red' to 'Yellow' or 'Green' and…
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Automation change cell value no longer being translated to a $$ value?
Hi, I've noticed this issue in two of my smartsheet processes. I have an automation set up as follows: "When rows are added are changed and [Column A] changes to [Any Value], change cell value in [Column B] to "60" " I then set column B to be $ currency format. Up until recently, "60" changed to "$60.00" without issue but…
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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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How to Display Clickable Links on a Dashboard That Update from a Metric Sheet
I need to add clickable links on a Smartsheet Dashboard that automatically update based on changes made in a Metric Sheet. I tried using a Metric widget, but the links appear only as plain text and are not clickable. Is there a way to have hyperlinks on the Dashboard that stay clickable and get updated whenever the Metric…
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Can Form responses generate an email to an ADMIN, as well as the user?
I am familiar with the "send me a copy of my response" on a sheet's form. The format of the email the user receives is nice and looks similar to the form itself. I would like to have that same (or very similar) email sent to the Admin of the sheet as an automation. I am also familiar with automating a notification from the…