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Sync between Dropbox and Smartsheets
I have a dashboard for my committee, with links to Word documents held in a Dropbox account. The Smartsheets workspace & dashboard and the Dropbox folder are all shared with my committee members. I want them to click the link on the dashboard, edit the file (add comments), and then save so that we can see everyone's…
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Access of a Report via Dashboard
Background: I have created a form to capture Company personnel’s proposed ideas to improve cost savings, quality and safety. With this I have also created a Dashboard to give a snapshot of the progress of all Idea’s submitted. On the dashboard I created a button that I had intended for a person without a Smartsheet sign on…
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Listing more than one "assigned to"
We have a project sheet and my boss often assigneds a task to more than one individual. However he does not want multiple lines that are duplicates "just to assign the same item to multiple people", He does want to be able to send reminders. What to do? I've thought of creating an email group - giving it a name and using…
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Charts - Legend adjustments
Hello smartsheet, Is there a way to change the icon size and text size of the legend in the charts? For several of the charts I create require legends, but the legend size is out of scale with the rest of the chart. Thoughts? Cheers, BB
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Report Publishing...
I want to be able to publish a report link for editors to update a project status the way I can publish fully editable links via the sheet itself. Why can I only publish secure links for reports that require a login? I want editors to have access to change information in a report without logging in. What am I missing?
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Custom email notifications
We use smartsheet to track enhancement tickets that is logged with us, I would like to setup a "custom" email that is triggered for every phase a ticket might go to, example move from phase 1 to 2 then a custom email gets trigered with our companys custom info and details around the ticket. ? We have an outside logging…
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Auto populate field on form
I am trying to have a field auto populate in a form, however only a portion of the field will come through. The fields that are linked have several lines of text with skipped lines. Am I missing a simple functionality so that the entire text in that field will come through?
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Match or VLookup?
I cannot figure out how to cross reference two excel documents for changes made from one day to the next. Long story short, our EDI process is not working at this time. Until it is up & running, our csr is required to manually review each page for changes from the previous day. It is so time consuming but until EDI is up &…
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Alerts & Actions not working
I have set up several alerts, some are working, some are not. is there any reason why one alert would work and another not? can i attach my smartsheet for you to look at?
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Create HTML Forms
I want to embed an Eloqua from into Smartsheet. Is there a way to create a form by uploading HTML that will send the form submissions over to Eloqua?
