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Automatic Parenting/Heirachy
I would like to add a request for an automatic parenting/heirachy feature based on a value or formula i.e. + Won --- Opportunities with the status colum marked Ordered +Lost --- Opportunities with Lost in the status field +Pipeline --- Opportunities without Lost or ordered in th status field This could be extended to…
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Google Forms Error
Any idea how to fix this? Thank you
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Reports using checkboxes
Is anyone else having issues with reports at the moment? Most of my reports are based on checkboxes (display if unchecked, don't display if unchecked). These have been working perfectly until today when all of a sudden if you check a box in a report, save and refresh the line remains on the report. I have checked numbers…
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Folders in attachments
I have a client who wants to use Smartsheet as a central repository for all data pertaining to a tech kit install. My Client requires folder hierarchy in attachments on a row. They require this to have better visibility of attached files on a row. Each row is to have a details of a piece of tech kit installed with a…
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Electronic Approval
Have a project tracking sheet that we want to capture customer approval thru Smart Sheet. Would like to have a time stamp and lockdown of the field once they approve so that we have documentation. All we can do right now is send notification thru SS to update the line with approval and get the approval e-mail back and…
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Row & Update Requests - see message comment?
I have a sheet set up to track drafting requests. i.e. A staff member submits a request to create or update a site map. The persons in our drafting department get notified and one of them will start on the task. In trying to keep all communications within SS (and not email discussions), I've instructed the drafting…
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Microsoft PowerBI
Hi All, I just started using the data connector for Power BI and it is pretty slick. The one problem I'm having is that in smartsheet columns are formatted as text/number but can't be defined as a number only, power BI does not recognize these fields as numeric so it can't perform additional calculations on the data such…
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Advanced User Training
Does anyone know if Smartsheet has ever had (or is planning) advanced user training available, similar to the Smartsheet Academy you can attend in person? or a User's Conference? It would be much easier to sit in a room with other advanced users and share ideas in person vs. on the web.
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IT Employee Change Documentation
Good morning everyone, I'm exploring new options to replace out existing, out-dated InfoPath form for employee IT changes in our organization. Right now we get an XML file sent to our helpdesk, financial staff, and office services, so we'd like to be to emulate that functionality, just with a better output file that our…
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Print not working
Hey there, is anyone else having a problem with printing. I go through all the print steps and hit OK and the new tab opens in the broswer but nothing ever appears for me to print. Help.
