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Web Forms and Contacts
PLEASE develop a way for web forms to recognize contacts when you want to include contact names in the rows that are added to a Smartsheet! It just makes so much sense and would be so helpful! Right now, we're left to enter in the webform data, then go back into the sheet and re-type the contact person's name so that it…
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Google Contacts (G Suite) integration not working
I've added Smartsheet to my G Suite domain but I've not been able to get contacts to automatically populate when attempting to assign people to a task. When signing in to Smartsheet I do so using my Google credentials. It feels like I've failed to authorize some setting. Or maybe there are some limitations to the number of…
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Export List of People a Sheet is Shared With?
Is there a way to export a list from a sheet that shows the user's security level? And if so, can this list be imported to a new sheet so that each team member does not have to be added manually to the new one? This is not necessarily for a template that is used repeatedly. It is a group of about 150 people, various…
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Contacts
I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of…
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Row Specific Notifications
I was wondering whether the capability exists to create notifications specifically sent to a person listed in a "Contact List" field of a particular row, a la Reminders? One of our departments has a tracking sheet set up for queries, and I would like for my team memebers to automatically recieve notification when their…
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Send an email to a contact from the sheet?
I'm building a sheet that contains various users in different roles on different teams. I'd like to email the users listed in a column when a change is made to a record. ex. I capture a program manager name in column D and when a change is made to any columns in the row, I want to email the admin (easy, set up an alert for…
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February Release Highlights
Our new release focuses on Card View improvements with lanes by assigned user, Contact List column improvements that make your important contacts easier to select, as well as number formatting and international currency improvements. Note that the referenced Help Center article updates will be available on February 12th,…
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Update Request to Contact List
As administrator I would like to setup update request weekly to assigned contacts (responsible parties) from a contact list. Is this functionality available? Thank you, Jay
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Filter to show Current User must be Contact List column
I noticed this new feature to show the Current User is in the Jan 17 2017 Product Release, but I dont' think the Help Article has been updated on this...maybe I missed it. To clarify, if you want to use this feature to create a Filter that shows the current user logged in, you must set the Column type as a Contact List. I…
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sign-in sheet/roster
I’ve been tasked w/ creating a sign-in sheet/roster tracking when and how often volunteers are volunteering. Looking to have either one person manages or have individual volunteers sign-in and mark off. Would like fields: Full Name, Function, Date, Time-In and Time-Out – and have the ability to sort by volunteer name or…
