Dear Smartsheet, In the Forms for the heading description it's possible to change the colour. However if bullet points are added those are only black.
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
We have a payment request form for staff requesting a reimbursement for expenses that feeds into an approval path for the supervisor and then the director. This works great, but I also need the trail documented to attach to the accounting system when I put in the reimbursement. Is there any way to get a "final" copy of the…
I need to reference the content from one field in another field on the same row. I want the formula as the Default Value of a hidden field on a form. The formula I'm using is =[Team Member]@row. When a new form is submitted, the field with the formula shows a single quote mark at the beginning, and therefore it's not…
The concept of this idea for the "Data Shuttle" aims to overcome the current limitations in data integration, specifically focusing on accommodating users who wish to incorporate rows without the requirement of unique identifiers. The Challenge with Unique Identifiers: At present, Smartsheet mandates the presence of unique…
I have FORM(s) that I use in several Trackers (columns are common across the Trackers); now I need to make a major overhaul on the FORM(s); they are exactly the same in all Trackers. Please tell me I can modify 1 of the FORM(s) and copy across to the other Tracker(s)? Susan
I think it would be beneficial to have a side bar shortcut to forms, since forms sit in the sheet it would be super to have a quick way to access. Thank you in advance for your consideration.
I have created a master sheet for grant invoicing. We have 14 different institutions who received the grant and who will be submitting invoices to the master sheet. I have created a workflow for each institution so that when they submit to the master sheet, that row will be copied to a separate Smartsheet with just the…
This discussion has been merged.
Greetings- The park district where I work has a healthy adventures program where people can enter mileage earned in different categories and groups (via SS form). So the same person (and I don't know who they are in advance bc it can be anyone) can enter multiple entries throughout the year. John Doe entered 15 miles of…
