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Calling All Email Marketers - Approval Workflows with Smartsheet
Any email marketers use Smartsheet to manage their email campaigns? I'm trying to create a workflow to gather approvals, lists, etc. and to stay organized! Can anyone share examples (screenshots) of how you set up your sheet to stay organized with your email campaigns? Do you use forms and alerts/notifications? Thanks!
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Contract Managment
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities: * track total amount vs. payments * track payments against deliverable complete * track contract term * track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc. * Track invoices…
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Web Form- Being able to include a image in a form
Just wanted to toss this out for consideration. We use the web forms quite a bit, and for some applications it would be very helpful for us to be able to include an image as a field in the form when you build the form. For example, we could have a picture of the back of their ID's and circle where to find the 4 digit code…
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Looking For a change Order Template that is fill in and can add photos or media
Looking For a change Order Template that is fill in and can add photos or media
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Default Parent via Form?
Is there a way in a form to choose a default Parent (Feature) and Grandparent (Epic) to help facilitate initial viewing in card view? Creating the story one at a time under the feature is a nice quick dirty way to create a placeholder story, but if you want to use a form to enter lots of information about the story it…
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Form Field to Comments
Is there a way to have a field on my form that would input the text to the comments for that row?
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Automatic Address Finder
Does anyone know if smartsheet has a feature whereby the address can be located automatically by filling in the postcode on a UK Address similar to https://www.parcelforce.com/postcode-finder It would be great if someone knows an app that can be integrated into the platform/worksheet to allow for me to select the correct…
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Linking from a sheet that's reached the 5000 row limit
Hello Folks, I’m relatively new to smartsheets (3 months) but I’m diving right in creating sheets for a medium size construction firm. My recent project is a daily time reporting sheet for approximately 100 field employees. My sheet is up and running and is being rolled out to a limited number of supervisors during the…
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Filtering out data from an equation
Hello, Is there a way to filter out specific data items from an equation? Specifically I am creating a sumifs formula and I would like to be able to filter out fiscal year data without making it a condition of the formula, that way we wont have to change the formula every year. I have a column that shows the fiscal year as…
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Conditional Drop-down list
Good afternoon, Currently, my company is using smartsheet to build up a database of our quality issues. Since the department is new to this, data entered is not very robust: Many auditors simply log in, type in their name, work station and enter text describing issues as they encounter them. I want to take this to the next…
