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Dropdown options limited to certain people
Hello, Quick question. So i have a drop down menu with 6 options. Is it possible to have on the form where if someone is selecting a option they, depending on who they are, can only see options 1-3? So it would only be a select group of people and the option choice may very. So person 1 can see 1-3 while person 2 can see…
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Making fundraiser templetes
Hello, We own several restaurants and hold hundreds of fundraising events at the locations each year. Has anyone set up physical locations, collected data from a web form and used Smartsheets to email the user and track the events?
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Inconsistent Cell Formatting
Hello, Why does the orientation of values in a cell reset every time I open a sheet, regardless of whether I have saved it or not? I have to continually make the same adjustment to columns to have the values show aligned right or aligned center etc. The sheets look very sloppy. What is going on here?
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Activity Log: Ability to track when rows are sent via email
I use Smartsheet to track invoices for my department, and I send invoices to be paid by using the "Send" feature, which includes all necessary invoice processing information along with links to the attachments. I currently don't have a way of confirming what rows I sent as the activity log does not track this activity.…
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Salesforce smartsheet connector Issue
I'm encountering an issue with the Smartsheet Salesforce connector, specifically with the bi-directional functionality. Despite having the appropriate permissions and successfully creating a workflow, I'm unable to view any data within Smartsheet. However, when utilizing the uni-directional connector (Salesforce to…
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Setting up a free user without a free trial
We have been using Smartsheet for years to help manage and collaborate with clients on short term projects. However we have noticed recently that when a client user is invited to edit or review one of our sheets, when they sign up they have to sign up to a 30 day free trial. Naturally this puts them off signing up which…
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Will anything in Control Center break if I add child items to a parent?
I have set up our Control Center to provision initiatives. We assign a unique ID to each initiative that is used for time tracking in our PSA system. However, about 5% of our initiatives need to have more detailed time tracking codes but the time will roll up into the overall initiative. Here's an example (where the unique…
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How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will…
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Count of requests with team member with specific request statuses
sharing below sample data wherein one column I have list of team members and other columns I have status of the requests . Can someone help with formula to find the count of all the requests with Alice having status either In progress and Delayed. I dont want to count Cancelled count. Resource Request Status Alice In…
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I am not able to edit a sheet on desktop even though I have admin permissions and can edit on mobile
A sheet has been shared with me and I am able to edit it from the mobile app. However, when I access it through the email link on my desktop it says I have "view only" access even though in the email it says I have admin permissions. I am logged in to the same account on both mobile and desktop. I do not need to change the…