Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
Are you able to hide specific rows from people on a shared sheet?
Hi, I am working on building a sheet for our CEO to track employees tasks and deliverables. However, he wants 1 sheet with multiple viewers (the team) and to be able to make the sheet so that each team member can only see the tasks (rows) they are assigned to and not be able to see any rows that are assigned to other team…
How do I customize the Strategic Plan template so the project request form attaches to a project tas
I need assistance customizing the Strategic Plan template to the needs of my department. I don't understand how the project request sheet connects to the project A & B Task sheet. I created a form for the team to submit their strategic initiatives for approval. Once a strategic initiative a approved, how does it auto…
Is it possible to hide dates in a project plan and display week 1, week 2, etc.?
I'm setting up a project where the start date is still to be determined. I have been asked to provide a column that has the week a certain activity needs to occur in. For example, instead of kicking off the project on 25/09/2023 the Grid View of the project plan should have a column in it that shows the project kicking off…
Send notification without access to sheet
I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the…
The Smartsheet Customer Support Portal is HERE!
Hi Community, We are excited to announce the new Customer Support Portal. Now, you will have one location to open support cases, provide additional information to your support case, and track your support cases until closed. The portal also includes a search function so that you can search for knowledge articles related to…
Sending email to create a row in Smartsheet
I am looking for a way in Smartsheet, wherein employees will create an email and send to a specific email address and once sent it will automatically create a row in Smartsheet(not using add in). Is there a set up in the email address that I can do to connect it to Smartsheet sheet just like a ticketing system? Is this…
Automated Sort in Sheet
Is it possible to create an automation that sorts the rows automatically when changes are saved? For example, if my sheet is sorted by Column "Stage" Numerically Increasing, and I insert a row, fill it in, and save it, I want the sheet to re-sort to incorporate that added row in its proper location. Thank you!
Is there any way to select only specific columns to be included in alert messages that are sent out
Is there any way to select only specific columns to be included in alert messages that are sent out using the SmartSheet Automation feature? Currently, I set up an alert. And it displays all of the columns, even if I hide certain columns in the sheet. I'd like to be able to select which columns are sent and included as…
Validation on Dates and or other data
Hello, We are trying to create a vehicle reservation form, we currently have 3 vehicles. Objective: A user submits a form to reserve one of the three vehicles. They select a date range. Click on all day or duration if it's half day. The administrator of the vehicles will then get the request and determine what's available.…