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Can Smartsheet lock a column AFTER data is input, for referencing in Update Requests?
Hi, I have a Smartsheet workflow I would like to implement and can't seem to figure out if it's possible. I have a sheet with four columns: Name, Date (formula set to the following Monday after the CreatedBy date), Commitment Detail (a work task they are promising to get done), and a Commitment Completed (yes/no dropdown)…
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Mobile App - Help with viewing public dashboards and favoriting forms
I've created a dashboard with several links to Smartsheet forms we use. I've published the dashboard and shared the published link. All of our employees have the Smartsheet app on their work phones. When they click on the published link to this dashboard though, it opens it up in their mobile browser, rather than the app.…
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How can I copy information to a new sheet to create a log?
I'm trying to see if there's a way to have data copied from a few specific columns to a new sheet. I'm hoping to create a log for IT issues as they occur on requests. The difficulty is setting some sort of trigger that will move the information over into a new row whenever a new issue is added. The other possibility, would…
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Logic Issues on Forms
Hi is anyone having issues with conditional logic since the smartsheet down period 1/22? I cannot add a heading to conditional logic anymore.
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Auto Pouplating Form Fields from Active Directory?
Hi there! So, I am in the process of creating a request form for our users. The goal of this form is: The user enters their first/last name, their email address, their department/job title, manager email The user fills out the type of request needed i.e: new laptop, cell phone, software license, etc.. The request gets sent…
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Form row count alert
I created a form for people to sign up for a class. I have 8 sessions available for the same class but with different dates and times. The maximum amount of attendees we can have per session is 150, so the sheet will end up having 1200 rows if all the sessions get full. I want to try and get an alert for when each…
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How to Create a form that updates part of an existing record?
I have a request tracking sheet where the requestor fills a form to register a new request (record/ row). Later in the process, I need the person actioning this request to open a form that allows selection of any request (record/ row) to be updated and eventually marked complete. How can I set up the second form?
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Restrict Editing of Sheet
Hello, I am working on a project for a colleague and they have a request I have not considered before. I created a sheet and a form to collect data. They would like to restrict editing of each row of data to the person who submitted the form for that row. I know who submitted it because one of the questions is their…
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Form with auto calculation
I've created a form that will be sent to our affiliates asking them about budgetary needs. Is it possible to have totals calculated on the form prior to submitting it? Also, is there a way to automatically send a copy of the responses (without having to check a box)? Thank you!
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Can a URL be clickable on the Approval process?
We are using an approval workflow to have one person add a URL to a form and that triggers the approval email. From there, someone needs to click on that URL to ensure accuracy and then approve if correct. When the recipient receives the email, they click View Request in the email and on the popup, it displays the link…