-
Docusign clearing formulas once complete
This became a problem in the recent year but I have a Docusign fill out mapped to one of my SmartSheets and maps in the cells to the areas I fill out on a line basis. I will go through my usual process and send the Docusign however, once the Docusign is signed by the recipient and then completed by me, the entire row will…
-
Looking for a Fleet Management Template
Hello fellow Smartsheet Users! I have to imagine by now someone has created a Fleet Management System. I am wondering if someone would be willing to share it here so I don't have to start from scratch? I have looked at the other posts where people are talking about their systems, but no template is posted. Thanks!
-
considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
-
Add New Template Sheets to Existing Project Workspaces In Bulk Via Control Center
Currently you need to manually add a new "optional" template to each project one by one. This is incredibly time consuming. We need a global update option to add a new template sheet to all existing projects automatically.
-
Download ALL Pages in Template as PNG
We have a need to download ALL pages designed in templates as PNGs. We create customizable art for social media and currently BrandFolder only allows you to download the first page of the template art unless it's a PDF. This renders other pages in the template worthless. We should have the capability to download every…
-
URLs for Templates
I have a few sheets that I saved as templates for other team members to use. I wanted to make the templates accessible from a dashboard by adding a shortcut to take users directly to the template preview so they can view it and choose to use the template.
-
#BLOCKED Error with COUNTIFS when Range columns are populated via equations
Hi, I am trying to calculate the amount of "Used Inventory" by counting the number of times "Block Date" appears between "DATE 1" and "DATE 9" but am getting the #BLOCKED error. Columns "DATE 1" through "DATE 9" are populated by equations based on "CheckIn Date" and "CheckOut Date." Below, you can see the columns in use…
-
Not able to generate Stacked bar Chart using REPORT
I am trying to bring - Stacked bar Chart for the monthly county of the competency. I have generated the data via Smartsheet Report in tis format. However, when I am generating the output report. The report is not rendering as expected. I believe, I can manually build a table with competency values and month and can…
-
Merged: Formatting Capabilities in Automation Emails
This discussion has been merged.
-
Project Plan - Start/End Dates, % Complete and Duration columns not updating.
Happy Friday! Appreciate your feedback, please! Here's a pic from my Project plan (created from the PMO Template) showing the column titles and rows 1-6. Rows 3-6 are in the first phase of the project (under row 2, grey). These are the only completed tasks out of 39 for the entire project. the rest are not started. I'm…