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Hi folks, would anyone have ideas on how to execute the following process, please? I am building the workflow for an internal award nomination + evaluation process for a company of 850+ people. I have the workflow worked out for people nominated for individual awards, but I am struggling with the best way to adjust this…
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
When I select this option, nothing seems to happen and there is no .csv file in my downloads folder. Any suggestions?
Multiple-contact columns can be problematic to use in Smartsheet. Namely, they cannot be "put together" with a formula. There's many use cases where you need to build multiple contacts into a cell based on criteria/lookups, but there isn't a way to do that in native core Smartsheet. There is, however, a couple of methods…
Personally, I am infallible and have no need to remove a single character that I have ever written. However, I am assuming the rest of your users may misspell a name on occasion, or perhaps misplace a '.' in an email address on occasion. For those unfortunate individuals that fall victim to their own imperfection, the…
Currently when a column is setup to follow the "Contact List" functionality, the list of users it offers as selections includes users that have been marked as deactivated. Could Smartsheets instead exclude these users from the listing to ensure Project Managers don't accidentally assign task rows to users who are no longer…
I have an Alteryx designer reading in tasks from multiple smartsheet schedules that have a responsibles column with multiple contacts. I want to rewrite those contacts into the one schedule I am writing to, but when the contact is read in, it is converted to TEXT_NUMBER and Alteryx won't let me write to the Multi Contact…
