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When using the Workflow for deletions
When using the workflow "Alert someone when a row is deleted," it would be nice if we could have some of the information from that row in the message. For instance, I have an alert setup for deletions, however, it isn't able to capture the Request Title or ID number, because those fields are deleted when a row is deleted.…
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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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How to create Icons into a Dashboard
Wondering if anyone knows how to include a link on a Dashboard to other Smartsheet grids/ reports with icons (not just a list)- here's an example :
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Add 'sort order' to Filter Views
I love the Filter Views feature in Smartsheet, but it would be really useful to include Sorting options in the Filter View dialog as well. Some of my filter views require sorting by different columns, and currently it's a bit annoying have to manual sort each time I change a view.
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Exporting Workspace Shared To and Permission Settings
Hello!! Currently doing a review of who all has access to my workspace in Smartsheets. Is there a quick an easy export or something to see who all has access, their permission, and License type within a given workspace? Part of this exercise is determining who all is in my workspace and if they need Edit/Viewer access to…
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Merged: Sharing through Control Center
This discussion has been merged.
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Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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Pull most recent date from another sheet based on two criteria
I am trying to pull the most recent date that a recurring job. I have the facility where the work was conducted, the last day of the job and the job category on the other sheet. I need the category section of the formula to look for a word contained within the text.
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% of check boxes
I am trying to make the row 20 box thats selected to display a % of the check boxes in rows 2-19 that are selected. I have tried a couple formulas none work. =COUNTIF([Complete]2:[Complete]19, 1) / COUNT([Complete]2:[Complete]19) =COUNTIF([Complete]2:[Complete]19, "true") / COUNT([Complete]2:[Complete]19)